At some point almost every startup will require some form of capital to grow. That capital can come in many forms such as traditional debt financing, angel & VC investments, government grants, and more. We can help you navigate the financing system to find the best form of capital for the stage your business is at.
Investment & Business Planning
Since 1986, Derek has helped clients set and achieve significant goals, both financial and personal. He has a keen sense of keeping the balance between saving for the future and enjoying each day. His motto is ‘Taking people beyond success . . . into significance.’
Among the greatest strengths Derek brings to his clients are his knowledge (especially taxation, business planning, succession/estate solutions & investments), integrity, and commitment to excellence.
Derek has over 30 years of business experience that he can share with entrepreneurs. His teaching background helps him communicate complex concepts in easy-to-understand language so clients can make wise, educated decisions about business, money, and, life.
The community benefits from Derek’s passion for helping others through his leadership roles at CBMC, his church, and, sponsorship of The Day of Hope and Leadership. He is the happy husband of Wanda, proud father of three exceptional young men, and, enjoying his relatively new role as ‘Grampie’ to two delightful grandchildren. Derek believes you should live your legacy before you ever try to leave one.
Finance & Accounting
Wasif has intensive experience in directing the financial and accounting activities of international companies. He is a results-oriented leader with highly developed analytical, financial statement consolidation, budgeting, risk management and internal control skills. He excels at adopting best practice accounting policies, systems, procedures and team building.
With more than 25 years of extensive practical experience gained within multi-national corporations, he developed competencies in financial, operational and business leadership.
Wasif is well known for his high standards of integrity, performance, and respect for clients, employees and community. He works in partnership with senior management teams to achieve their objectives, while continuously learning about their business and challenges.
Financial, Commercial Lending
Ursula was born and raised in Durham Region and built a career in the financial industry where she worked for 23 years with one of the top financial chartered banks in Canada. Over the past 7 years, she spent her career working in the commercial division as a Commercial Relationship Manager. As a commercial lender, Ursula provided her clients with sound financial advice looking at both sides of the balance sheet and provided financing anywhere from operating lines to commercial mortgages. Ursula has several years experience in credit analysis and underwriting as well as foreign exchange, trade financing and cash management.
Ursula has earned a solid reputation in the industry for her knowledge and expertise, and has a stellar network to some of the top business professionals. Ursula provides nothing less than superior customer service.
Ursula holds a Bachelor’s degree from York University in Economics and Administrative studies as well as an Accredited Mortgage Professional Designation from the Canadian Association of Accredited Mortgage Professionals (CAAMP). She is active in the Chambers of Commerce within Durham Region and volunteers with organizations such as Habitat for Humanity and the Children’s Aid Society.
Accounting & Financial Planning
Peter is a Chartered Accountant and a Certified Financial Planner. Peter began his career with a national accounting firm in Toronto. In 1983 he joined a local public accounting firm, which became part of Collins Barrow in 2012. Along with being a partner in the public accounting firm, Peter is also President of an affiliated company, Collins Barrow Durham Consultants Inc. The consulting practice specializes in performance improvement, offering services such as: process improvement, human resource management and organization development.
Peter’s experience includes working in the wholesale trade, manufacturing, real estate and agriculture industries. Peter likes to partner with his clients to help them grow their businesses profitably. He works with his clients to set realistic performance goals, develop strategies to meet those goals, and measure performance against predetermined bench marks to keep his clients on track.
Peter has served on the Board of many local organizations. Currently he is a Board member of the Bowmanville Hospital Foundation. His duties with the Foundation include chairing its Leadership Task Force which is responsible for implementing a new strategic plan.