“Simplify Your Finances, Maximize Your Savings!”
​“Comprehensive solution for all your financial needs"
Our Team
Gur Sian MBA,CFA
Chief Financial Officer
Gur Sian, a passionate leader in the financial industry with a commitment to empowering individuals and businesses to achieve their financial goals. With an MBA and the prestigious CFA designation , I bring 5 years of expertise in real estate, financial strategy, business development, and leadership. As the founder, I’ve built a team of highly skilled professionals, including accountants, tax preparers, insurance advisors, Realtors and mortgage agents, who work collaboratively to offer tailored services to our clients.
Dave Mackenzie
Senior Tax Preparer
Dave Mackenzie is a seasoned Senior Tax Preparer with extensive expertise in preparing and reviewing complex individual, corporate, and small business tax returns. With a deep understanding of tax laws, regulations, and compliance standards, Dave ensures his clients benefit from every allowable deduction and credit, maximizing their tax savings while maintaining full compliance with federal and province tax codes.
Manjinder Kaur
Senior Bookkeeper
Manjinder Kaur is a highly skilled Senior Bookkeeper with extensive experience in managing financial records, payroll, and compliance for businesses of all sizes. Known for her attention to detail and ability to streamline accounting processes, she ensures her clients’ financial data is accurate, organized, and ready for informed decision-making. In addition to her bookkeeping expertise, Manjinder is also a licensed Real Estate Agent, helping clients navigate the complexities of buying, selling, and investing in properties.
Yuan Li is a highly accomplished Certified Internal Auditor (CIA) at Wealth Street Services, specializing in ensuring financial accuracy, operational efficiency, and compliance with regulatory standards. With a meticulous approach to auditing and risk management, Yuan plays a critical role in maintaining the integrity of the organization’s financial and operational processes.