You’re wondering:
If you maximize your tax benefits, how much more could your business achieve?
Do you need a personalized financial plan to secure your business?
Who can provide expert guidance through the complexities of financial planning and strategy?
How much can professional advice improve your business’s financial health and success?
You’ll have all the answers within 4 minutes.

Secure your financial future with trusted business financial advisory services from ACM CPA. We specialize in helping business owners in the Greater Toronto Area achieve their financial goals through expert guidance and personalized strategies.
I’m Tony, a longtime Chartered Professional Accountant and entrepreneur with businesses across the Greater Toronto Area. I created ACM CPA to help my neighbors in Mississauga get the most out of their businesses.
Managing business finances is a complex process. On top of that, most business owners are navigating financial planning challenges, tax time, and major life events. At ACM CPA, my team and I offer a holistic approach to financial management. We combine advisory services and hands-on financial expertise to create a customized plan that will achieve your financial goals.
Whether you need strategic financial planning, risk management, or help with estate planning and succession strategies, me and my team of financial professionals are here to guide you every step of the way.
What Will You Gain From a Financial Advisor?
A financial advisor creates, implements, and adjusts financial plans to meet your personal and business financial goals. This involves a range of services, from cash flow planning and debt management to investment strategy and retirement planning.
At ACM CPA, I go beyond introductory financial advice. As a serial entrepreneur, corporate financial controller, Chartered Professional Accountant and advisor with experience across a wide range of industries, I provide in-depth, practical, and proven strategies that impact your business operations and personal wealth objectives.
What Types of Business Owners Need a Financial Advisor?
You need a financial advisor if your business faces tricky financial challenges (such as tight profit margins), has a confusing set of tax liabilities (such as international operations), or would benefit from overarching changes (such as choosing a corporate structure).
Since the fate of your business is at stake, you’re best off with a comprehensive plan based on expert advice.
Just as business owners have differing financial goals, there are different types of financial planning for business owners, including:
- Strategic planning: Align your current business finances with long-term financial goals through a clear, actionable planning process.
- Tax planning: Implement tax strategies that minimize liabilities while taking advantage of tax benefits.
- Risk planning: Prepare for unforeseen events by setting up key person insurance, disability insurance policies, and other types of insurance.
My goal is to simplify your financial life and help you achieve a balance between your business success and personal financial health.


A Business Advisor Helps Smaller Businesses, Too
I also have financial services designed specifically for small business owners. I understand the unique financial planning challenges faced by small businesses, including limited resources, cash flow management, and customer acquisition.
Whether you need guidance on employee benefits, tax strategies, or separating business expenses from personal finances, call ACM CPA for practical, scalable solutions to your financial goals.
My Services as a Business Financial Advisor
Here’s the wide range of packages I designed to address the financial planning challenges faced by business owners.
Buying or Selling A Business
Whether you’re a potential buyer or planning an exit strategy, I provide expert advice on business valuation, financial projections, and negotiating the best deal.
Estate Planning
My estate planning advice ensures your assets are protected and transferred according to your wishes, minimizing tax liabilities and securing your legacy.
Tax Planning
I specialize in tax planning strategies to help you reduce tax burdens, maximize tax benefits, and ensure compliance with shifting regulations.
Cash Flow Management
Effective cash flow planning helps you manage daily business operations while optimizing for growth and investment prospects.
Retirement Planning
I create retirement plans tailored to your needs, whether you’re planning for retirement as an individual or preparing benefits for key employees.
Risk Management
Prepare for unforeseen events by implementing insurance plans, including critical illness coverage, omissions insurance, and key person insurance.
Financial Management
Streamline your financial practice with professional financial management services, featuring elite accounting software integration.
Corporate Investment Management
Enjoy hands-on guidance on your investment strategy to grow your portfolio and facilitate your business goals.
Business Estate Planning
Protect your business assets: create a plan for smooth ownership transitions via estate planning that supports your long-term vision.
Employee Health Insurance and Pensions
Provide employee benefits like health insurance, pensions, and retirement strategies to attract and retain top talent.
Executive Compensation
Develop competitive compensation plans for key employees while optimizing tax efficiency and corporate expenses.
Strategic Financial Planning
Achieve your long-term financial goals with a customized, action-oriented approach tailored to your business.
Investment Advisory
Receive a financial expert’s opinion on your investment prospects and how to manage your investment accounts for the best portfolio performance.


Mergers and Acquisitions Consulting
Together, let’s navigate the complex process of buying, selling, or merging businesses, featuring expert advisory services and financial projections.
Tax Optimization
I will strategically manage your business finances to minimize taxes and increase profitability.
Succession and Exit Planning
Create a succession plan that ensures business continuity and prepares for future ownership transitions.
Capital Structuring
Optimize your business entity and corporate structure to maximize operational efficiency and access to money.
My Approach as a Business Financial Advisor
I take a proactive, personalized approach to helping business owners achieve their financial goals. Focusing on long-term planning and tailored strategies, I prepare your business finances for growth and success.
Here’s how I can help:
- Strategic planning: Create customized strategies for cash flow management, tax planning, and financial stability.
- Comprehensive financial oversight: Align your business and personal finances with a cohesive, optimized plan.
- Risk management: Safeguard your business with key person insurance and corporate structuring.
- Tax optimization: Minimize liabilities and maximize savings with advanced tax strategies.
- Collaborative solutions: Build a holistic approach that works with your financial team, legal advisors, and insurance agents.
Expect me to work closely with you, providing expert financial advice to develop business strategies that align with your goals and drive your financial success.

Why Choose Me as Your Business Financial Advisor?
Choosing the right business financial advisor will make or break your convenience, satisfaction, and probability of achieving your financial goals. Here’s what sets me apart:
- Extensive experience: With years of expertise as a Chartered Professional Accountant, business owner, corporate financial controller, and advisor, I bring a deep understanding of financial management and strategic planning.
- Tailored solutions: I create customized strategies that align with your business operations, personal goals, and long-term vision.
- Holistic approach: I harmonize your business and personal finances for a cohesive, optimized financial plan.
- Proactive support: I don’t just react to financial challenges—I help you stay ahead with forward-thinking advice.
Let’s work together to build a strong financial future for your business.
Me vs. Other Business Financial Advisors
Unlike most advisors, I combine decades of experience as a Chartered Professional Accountant with a strong entrepreneurial background. I’ve managed finances for businesses across industries and built multiple ventures myself.
Most financial advisors focus narrowly on investments or taxes—I take a holistic approach, integrating strategic planning, tax optimization, risk management, and business operations.
With me, you get personalized advice, real-world business expertise, and strategies tailored to your unique challenges.
Credentials You Can Trust
My team brings unmatched expertise to business financial advising, including:
- Chartered Professional Accountant (CPA, CGA, ACA) designations.
- Memberships in the Canadian Tax Foundation and other financial organizations.
- Extensive experience in corporate financial management.
- QuickBooks ProAdvisor certifications.
More business and financial management experience
With my expertise in growing businesses from startup to midsize, and my decades serving families as a public accountant, I bring unique insights to managing assets and estates.
Partner with someone who understands your financial goals from all angles.

Join my
satisfied clients
Looking for a Business Financial Advisor in Toronto?
With extensive experience in the wealth management industry, we provide financial planning advice, accounting practices, and advisory services that empower business owners to achieve success. When you’re ready to take your business finances to the next level, I’m here to support you.
Look No Further for Reliable Service
- Take control of your business finances with expert advice you can trust.
- Receive personalized financial strategies tailored to your goals.
- Protect your wealth, optimize taxes, and set up for long-term success.
