Mollis Competitors

Our goal is to see you reach your financial goals. Acumen Capital Partners is a client-focused firm providing comprehensive wealth management and capital markets services and advice. Acumen is 100% employee-owned and truly independent. We are focused on providing individualized and comprehensive financial advice to Canadians from coast-to-coast. Our reputation of integrity, insight and value is the cornerstone of all our relationships. We pursue well vetted investment opportunities, always with the intention of providing excellent returns for our clients.

We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.

Vertex Accounting Partners LLC is the trusted, strategic accounting partner for its clients. Our team of accounting professionals provides customized, comprehensive accounting services and planning for both individuals and businesses. We tailor our services to meet your needs. At Vertex Accounting Partners LLC we have a relationship with you, not your documents. That relationship begins during our first meeting. Our discussions provide the background necessary to ensure the accounting services we provide are comprehensive and thorough. Whether you are a first time or long standing client our approach remains consistent: learn about you so we can be you trusted partner for years to come. We offer the follow services to individuals: TAX PLANNING - Long Term - Immediate/Short Term - Retirement Planning TAX PREPARATION & RETURNS (All States) - Individual Returns - Fiduciary Returns - Estate Tax Returns ESTATE & TRUST PLANNING - Generational Wealth Transfer - Charitable Planning - Asset Protection – working with Financial Planners and Attorneys IRS & STATE REPRESENTATION - Offers & Compromise - State & Federal Audit Representation We offer the follow services to businesses: TAX PLANNING - Immediate & Long Term - Succession Planning - Retirement Plan Design & Selection BOOKKEEPING - Financial Statements - Accounts Payable Service - Bank Reconciliation TAX PREPARATION & RETURNS (All States) - Corporation & Partnership Returns - K1 Preparation - Sales Tax Returns NEW BUSINESS SET-UP - Entity Design (LLP, LLC, sole proprietorship, partnership, corporation, etc.) - Accounting Software Selection & Implementation - New Business Coaching BUSINESS CONSULTING - Buying or Selling a Business - Management Advisory Services - Quickbooks Pro Advisors - Xero Profesionals ANCILLARY SERVICES - Franchise Tax - Registered Agent - Assumed Name - Notary Public