In the spring of 2015, we embarked on a quest to look for a new, more professional office location for our clients.  We knew we wanted to remain centrally located in the Markham area.  In the late fall, we found our 'new home' - and although it was merely cement and windows at the time - met all of our criteria in the Green Life building at 7800 Kennedy Road in Markham.

In February of 2016 (see the gallery on the left), construction began on designing our vision of a comfortable environment where our clients felt at home and welcomed.  From the beginning of the design process, we had the end in mind - that when clients walked in it would be like walking into their own home - it would be a warm and trusting environment.

We feel as though we have accomplished just that AND most of all our clients tell us that they do feel at ease discussing their personal financial situations in the privacy of our new space.  We were careful to create every aspect of our new office with you, our client, in mind.  We have two individual, smaller meeting rooms alongside a larger boardroom.  One of the unique features we designed was the bi-fold glass sliding doors, which provide us with the ability to have the three adjoining rooms open into one larger space. This allows us to host our client workshops and events, and more specifically to facilitate our family meetings with our clients' Executors, Powers of Attorney and their lawyers and accountants.

For those of you who have not visited us in our 'new home' yet, we encourage you to do so!  Our building is wheelchair-accessible with ample free parking and is one of the only 'green' commercial buildings in the Greater Toronto Area.

Deb, Kelly & Gary

P.S. We look forward to seeing you soon for coffee....