Beyond accounting and tax, I maintain connections across real estate, financing, construction, and international investment channels — built through my ongoing work coordinating local investor relationships, including with TISIAS and iCAN. If your situation calls for a specialist outside my scope, I can point you toward someone I trust.
These are areas where clients most often need a trusted contact alongside their accounting and tax work. I don't provide these services directly — I help connect you to people I trust.
Connections to realtors and property professionals for buying, selling, or investing — useful when a real estate decision has tax or bookkeeping implications I'm already helping you think through.
ReferralIntroductions to mortgage brokers and lenders for purchase financing, refinancing, or renewal — helpful for clients weighing financing options alongside their broader financial picture.
ReferralContacts in private and alternative lending for situations where conventional financing isn't the right fit, including short-term or investment-property lending needs.
ReferralConnections to contractors and renovation professionals — particularly relevant for landlords and investors tracking renovation costs for tax and capital cost purposes.
ReferralThrough my role coordinating headquarters and local investor connections for TISIAS, and my involvement with iCAN, I support international clients exploring investment and business opportunities in Canada.
Ongoing RoleA simple, no-pressure process — you decide if and when you want an introduction.
Mention it during our work together, or reach out specifically about a connection.
I connect you directly with someone from my network suited to your situation.
The relationship and any engagement is between you and that professional — no obligation.
Not affiliated services: Professionals in this network operate independently. I don't supervise or take responsibility for the services they provide — please do your own due diligence before engaging anyone.
Disclosure: Any referral fee arrangement, where one exists, will be disclosed to you before an introduction is made, consistent with my professional obligations as a CPA.
No conflict with independent work: Where an independence conflict could arise between a referral and accounting or assurance work I'm doing for you, I'll flag it before proceeding.
Let me know what you're working on, and I'll point you in the right direction.
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