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Hello

As Partner and CEO of the firm, I’m grateful for the opportunity to lead our team. I love the challenge leadership brings, as well as the opportunity to connect with our community. I try to keep abreast of emerging issues that affect our clients and their businesses. My main focus is making sure we put the best possible team on the field every day to help our clients succeed.

More About Me

My Specialties

Assurance and Advisory
Strategic Planning for Firm and Clients
Business Development
Succession Planning

My Credentials

CPA Ontario, FCPA, FCA – 2016
CPA Ontario, CPA, CA 1991
FPSC, Certified Financial Planner – 1998
Wilfrid Laurier University, Diploma in Accounting – 1991

What I enjoy

There are few things that I find more enjoyable than hopping on my bike and going for a long ride. I also love playing my guitar, travelling and reading a good book.

Latest Insight

Leadership Wisdom from Mr. Wonderful
Kevin O’Leary, a.k.a. “Mr. Wonderful”, was the opening keynote speaker at the AICPA (American Institute of CPA’s) ENGAGE 2017 conference in June.  AICPA is world’s largest member association representing the accounting profession, with more than 418,000 members in 143 countries offering conferences, workshops and the latest in knowledge and insights to CPA’s. Since this is … Continued
John Chisholm on September 14, 2017 in Uncategorized

In the Community

One of my most rewarding pursuits is serving the community. I enjoy making contributions to organizations that have a positive impact in our area. I’m currently Vice-Chair of the Board of Directors for the YMCA of Hamilton, Burlington, Brantford. In the past, I‘ve enjoyed serving on the Boards of the Burlington Economic Development Corporation, the Gift Planning Advisory Council for the Joseph Brant Hospital Foundation, the Dr. Bob Kemp Hospice in Hamilton and as Cabinet Chair for the Accounting Division of the United Way Burlington Campaign. No matter what events or initiatives I become involved with, the thing that never ceases to amaze me is the passion of the people involved, and their dedication to the cause.

Testimonial

“Our business was taking on larger and more diverse projects as we grew, but because of our seasonal activity, our bank was not able to provide the proper credit lines when we needed them the most. We turned to SB Partners to provide the portfolio required to search the financial marketplace and they arranged for a new facilitator to maintain our growth and allow us to move forward into bigger and better challenges. They have continued to be our accountants and auditors for over 20 years.”