Who we are

Specialists at every step

Corporate services, accounting, and financial reporting — a specialist at each step of the process rather than one generalist stretched across all of them. The person doing the work on your file has done it many times before, and is never the only one who knows it.

Principals

  • Portrait of Steven Nguyen

    Steven NguyenCPA

    Co-founder & Managing Principal

    Accounting • Financial Reporting

    Steven has over a decade in audit, accounting, and financial reporting for public companies. He focuses on building reporting systems that stand up to audit, and on guiding companies through going public — by IPO, qualifying transaction, or reverse takeover. He began his career on the public company audit team at Crowe MacKay before moving to the issuer side, managing back-office services and acting as an officer and director of companies listed on the TSX Venture Exchange and the Canadian Securities Exchange.

  • Portrait of Geoff Balderson

    Geoff Balderson

    Co-founder & President

    Capital Markets • Corporate

    Geoff has over 20 years in the capital markets, across brokerage, financings, and corporate services for public companies. He focuses on the firm's client relationships and on the market side of being public — financings, investor relations, and dealer and exchange relationships. He began his career as an investment advisor with two Canadian investment dealers before moving into corporate services for public companies, where he acts as an officer and director of companies listed on the TSX Venture Exchange and the Canadian Securities Exchange.

Team

  • Patrick Morris

    Managing Director

  • David Nguyen

    Corporate

  • Jennifer Wong

    Corporate

  • Roselle Hernandez

    Accounting & Corporate

  • Yarra You

    Accounting & Financial Reporting

  • Jax Bisnar

    Accounting & Financial Reporting

  • Vjoleta Kasami

    Accounting & Financial Reporting

  • Bhamilaa Jegatheesan

    Accounting & Financial Reporting

  • Nico Bisnar

    Accounting & Financial Reporting

  • Dou Mok

    Head of Technology

Affiliates

The platform we work through

  • Xero

    Cloud accounting

    Client books run on Xero, so management sees the same live ledger we do.

Ready to hand it over?

Tell us where your records stand and what you're spending now. We'll come back with a scope and a monthly figure — prepackaged or à la carte, and without replacing your legal counsel or auditors.

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