Michael K Wilson MFA President

With more than 40 years of hands-on small business experience and over 20 years specializing in personal and corporate taxation, Mike brings extensive knowledge, practical insight, and a results-driven, common-sense approach to Tax and Business Advisory Services.

Throughout his career, Mike has worked with and advised thousands of individuals and businesses, helping clients navigate complex financial and tax matters, improve operational performance, and achieve their personal and business goals.

Mike holds the Master Financial Advisor (MFA®) – Business Services Specialist designation through the Knowledge Bureau, reflecting his commitment to professional excellence and continuous learning. His unique combination of technical expertise and real-world business experience enables him to provide strategic, practical, and personalized advice tailored to each client's needs.

At Advize, Mike's philosophy is simple: deliver trusted advice, build long-term relationships, and provide clients with the knowledge and guidance they need to make informed decisions and achieve lasting success.

Legal Services

John is a Partner with Wildeboer Dellelce LLP. John was called to the Bar in 1986. John is a member of the Law Society of Ontario.

John practises exclusively in the areas of income tax and estate planning. He has extensive experience in a diverse range of income tax matters, including corporate reorganizations, mergers and acquisitions, financings, resource taxation, insurance taxation and dispute resolution. 

John is a member of the Canadian Tax Foundation. He is a director of Mandeville Ventures Inc. and formerly served as chair and director of Nevada Silver Corporation. He has also served as a director of a number of junior resource companies, including Chariot Resources Ltd., Barkerville Gold Mines Ltd. and Changfeng Energy, Inc. 

Cloud Business Services Inc. 

Cloud Business Services Inc. is led by Tanya Hilts, one of Canada's leading small business services experts. Tanya and her team help small business owners get clear, organized, and confident with their numbers through bookkeeping, compliance support, and practical business education.

Our services include professional bookkeeping, payroll, sales tax support, year-end preparation, and DIY training for business owners who want to better understand their finances and use tools like QuickBooks Online with more confidence.

We focus on helping small business owners stay out of chaos, make sense of their numbers, and build stronger, more financially healthy businesses.

Scalene AI Consulting

Scalene AI Consulting is a senior technology leader in Canadian fintech. 

Lavesh is a continuing education instructor for accounting professionals. With a passion for problem-solving and over a decade of experience working with thousands of accountants and bookkeepers, he specializes in AI, automation, workflow optimization, and data strategy. 

A natural problem-solver and educator at heart, Lavesh has spent the past 15 years delivering training across a wide range of platforms. He brings deep expertise in workflow optimization, cloud accounting ecosystems, and the practical application of automation and artificial intelligence. 

Lavesh is especially passionate about advancing financial literacy and enabling businesses to realize the full ROI of their technology investments. 

Accounting Software

Advize is a certified QuickBooks ProAdvisor Firm under the Intuit QuickBooks platform, providing expert knowledge and support across the full range of Intuit products and solutions. 

Our extensive experience and established relationships with Intuit's software specialists and engineers enable us to deliver customized accounting solutions tailored to each client's unique business requirements.

From implementation and system optimization to troubleshooting, training, and ongoing support, we help businesses maximize the value of their QuickBooks investment and create efficient, scalable accounting processes that support long-term success.

Document Management Software

Hubdoc is a cloud-based document management and data capture solution that simplifies the way businesses collect, organize, and store their financial records.

Seamlessly integrating with leading accounting platforms such as QuickBooks Online and Xero, Hubdoc automates the capture and processing of invoices, receipts, bills, and other financial documents. 

At Advize, we use Hubdoc to securely digitize client documents, automate expense posting to accounting software, and create an efficient, paperless record-keeping system.

By eliminating the need for physical document storage, Hubdoc provides secure, instant access to important financial records from virtually anywhere. Each document processed through Hubdoc is automatically stored in an organized digital archive and linked directly to its corresponding transaction within your accounting software. This creates a complete, audit-ready accounting system where every bookkeeping entry is supported by its original source document, providing greater accuracy, efficiency, and peace of mind.