Sovereign Wealth Management

Angus Shuttleworth CPA is a Burlington-based accounting firm that combines big firm experience with the personalized care of a small business. The firm focuses on developing effective strategies for clients to minimize taxes and alleviate financial stress, particularly for small business owners. Led by Angus Shuttleworth, a Chartered Professional Accountant, the firm is dedicated to providing reliable bookkeeping services and expert financial advice. Their commitment to understanding the unique needs of small businesses sets them apart in the local accounting landscape. Generated from the website

Keybase Financial Group is a boutique private wealth management company dedicated to helping Canadians achieve their financial goals and aspirations. With a focus on personalized investment strategies, they work closely with clients to ensure their investment journeys reach a successful conclusion. As an independent mutual fund dealership, Keybase offers unbiased financial advice and a client-centric approach that fosters meaningful relationships. Their comprehensive services include wealth planning, education planning, estate planning, retirement planning, and various investment solutions tailored to individual needs. Generated from the website