Meet Our Team

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Peter Koutroulakis

CFP, CFA, CPA, CGA

Chief Collaborator and Leader
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Kristen Sleep

CPA, CGA

Senior Advisor
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Jenny Makula

CPA, HBA

Senior Advisor Audit
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Karen Pittens

CPA, CGA

Senior Advisor
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Kit Fong

BCSc

Advisor - Onboarding Specialist
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Delaney Doerfler

Advisor
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Grace Wong

CPA (Hong Kong)

Advisor
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Rachel Ma

MBA, CPA, CMA

Advisor
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Emily Shi

BBA

Advisor - Payroll & Bookkeeping
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Bessie Koutroulakis

BAA

Customer Success
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Frances Bacor

Team Support
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Rene Malanao

Technology Implementation Specialist

Our Partners

Contact Us

Toronto
150 King Street West, Suite 227, Toronto, ON, M5H 3T9
Barrie
204 Dunlop Street West, Barrie, ON, L4N 1B3
Orangeville
PO Box 130 Orangeville, Orangeville, ON L9W 2Z5