Tailored
Partner with proven industry experts and trusted advisors
CFO & Accounting Services
Our team of dedicated finance and accounting professionals offer an array of services to support our clients in making strategic investment and business decisions.
Bookkeeping, customizable financial reporting and ongoing annual support to ensure compliance with regulatory requirements are some of the services we offer which help our clients utilize their time and resources to grow their business and enhance their wealth.
Tax Advisory & Compliance
Navigate the complexities of tax laws with confidence. Our expert team offers tailored tax advisory and compliance services to help you minimize tax liabilities and ensure regulatory compliance. From tax planning and return preparation to audits and dispute resolution, we provide comprehensive solutions to protect your financial interests.
We support Canadian and US residents, Business Owners, Estate & Trusts, Investors, Family Offices and Limited Partnerships.
Business Advisory & Consulting
Our expert advisors provide invaluable guidance throughout your business journey. From startup to expansion, we offer tailored strategies to optimize growth and profitability.
Gain insights into market trends, strategy & governance, risk management, and operational efficiency. Our goal is to empower you to make informed decisions and achieve long-term success. Partner with us for comprehensive business advisory services that drive results.
Syndicate Investment Partnerships
Leveraging our diverse client base, we have established a solid reputation for integrity, expertise, and successful implementation.
Collaborating with our network provides investors the opportunity to participate in a syndicate managing approximately $3.6 million in assets under management (AUM) across short-term rentals, multi-family properties, and environmentally sustainable private placements.
Experience the Touchstone Advantage Today
Explore our services and partner with us on your journey to financial success and strategic wealth management