Call SB Partners 905-632-5978

Financial Services Accounting & Business Advisors in Burlington, Oakville & Hamilton

Save taxes, improve profits and enhance value

Whether your business handles investment banking, investment management, or personal asset management, you’ll be used to helping other people make the most of their money. At SB Partners we will help you stay on top of regulatory and compliance matters, save taxes, improve profits, and enhance value – so that you can focus on your clients.

SB Partners has been trusted to help financial service providers for more than 50 years, allowing our team to accumulate an abundance of unique operational and transactional experiences.

We have specific expertise with insurance brokers and agents, managing general agents (MGA), investment managers, financial planning specialists, mortgage brokers, investment funds, pension funds, leasing entities, and mutual fund dealerships.

Looking for an accounting firm to support financial service providers?

Contact our Specialists today.

Contact Us

FAQ's: Accounting for financial service providers

As a service provider ourselves, we know how important it is to enlist the experts to do what they do best.

The financial services industry is constantly changing, and it’s important to have someone who can help you navigate these changes. From new regulations and shifts in the industry itself, to ensuring that you’re following the right procedures, it can be hard to keep up. That’s where our CPAs come in to help businesses like yours navigate the complex world of accounting and tax laws.

Our team of chartered professional accountants:

  • Understand the unique accounting challenges of your industry, including sales tax compliance and employee payroll taxes
  • Make sure your company is compliant with federal laws and provincial regulations that apply to your industry
  • Understand the best practices for tax planning so that you aren’t paying more than you need to in taxes each year

We know how important it is to work with professionals who understand your industry and its challenges, which is why we work hard to understand your goals so that we can help you achieve them.

Where does SB Partners work with financial service providers?

SB Partners provides accounting services for financial service providers in Southern Ontario including areas such as: BurlingtonOakvilleHamilton, Mississauga, Brampton, Guelph, Kitchener, Milton, Cambridge, Grimsby, St. Catherines.

Speak to a local accountant
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