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

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.

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
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.
Start a conversation