OUR
MEMBER FIRMS
AND THEIR REPRESENTATIVES

As Chair of the Business Law Group at Mills & Mills LLP, Denise’s practice is focused on private business and corporate matters. Denise assists business owners by providing practical and valuable legal advice. Her goal is to protect the business and legal rights of her clients to help them succeed. Denise is a frequent speaker on topics of interest to business owners including starting a business, expanding a business into Canada, buying and selling businesses, and the importance of putting agreements in writing.

Brione Lacey (she/her) is a Commercial Relationship Manager at RBC with a decade of experience in financial services at two of Canada’s leading financial institutions. Originally from Vancouver, British Columbia, Brione has lived and worked in major cities across Canada, including Ottawa, Toronto, and Victoria, as well as abroad in Helsinki, Finland. Brione acts as a trusted strategic advisor to a portfolio of mid-market commercial businesses, based both locally and…

Flexserv becomes the in-house accounting and HR for our clients. Our professional staff includes bookkeepers, controllers and HR professionals who work on an ongoing, long-term basis according to each client’s unique needs. Our clients come to see us as integral members of their teams. We will completely automate the internal accounting and provide the staff to run it. We manage and process all of the invoicing, payables, payroll, reconciliations, and more. We’ll create budgets, report on financials, and design and implement financial controls…

Shawn is a Canadian CPA and a US CPA. A native of the GTA, Shawn spent eleven years working and studying in the US. Shawn is the principal in SB Advisors. He has a particular interest in planning for business owners, assisting them with their business matters and their family trust and retirement structures. In addition to Canadian tax services, Shawn delivers US services from SB Advisors’ offices, and through his network, provides international tax support more than a dozen countries.…

Helping independent financial advisors integrate advanced planning concepts into their practice. From Buy-sell Agreements to Individual Pension Plans to creative Group Benefit plans, we assist our financial advisors in working with clients with varying needs and complexities

Rick is a Principal with Liquid Capital. Liquid Capital is an alternative funder, directly providing operating capital for B2B businesses to grow and prosper, in situations where these companies cannot obtain traditional financing from banks. In his partnership with his clients, Rick dedicated to helping them grow and prosper, offering products such as Receivables Financing, P.O. Financing and Asset-based Lending.

Licensed Paralegal by the Law Society of Ontario. Serving the employer community in the areas of Occupational Health and Safety, and Workers’ Compensation, each obligatory for all employers. Whether it’s bringing you into compliance (including documentation), providing safety assessments, training sessions, defending you against fines and/or penalties, or conducting an appeal, we do it all – for over 40 years.

As a Relationship Manager, Bradley specializes in working with Not for Profit organizations, offering strategic business and financial advice to meet the complex needs of qualified firms in the sector. Committed to helping clients accelerate revenue growth, acquire real estate, manage cashflow, reduce costs and minimize risk of doing business. RBC Commercial Banking offers a comprehensive suite of products and services that includes financing, deposits