SB Partners provides audit and assurance expertise, tax compliance, tax planning and consulting services to assist your financial services entity. Additionally, we are able to provide operational insight with respect to industry benchmarking, key performance indicators and profit enhancement.
We have specific expertise with insurance brokers and agents, managing general agents (MGA), investment managers, financial planning specialists, mortgage brokers, investment funds, pension funds, leasing entities and mutual fund dealerships.
We have been trusted to help businesses in the financial services industry for more than 38 years, allowing SB Partners to accumulate an abundance of unique operational and transactional experience.
Let us help you stay on top of regulatory and compliance matters, save taxes, improve profits and enhance value.
Talk to our Financial Services Practice Group:
- John P. Chisholm, Partner & CEO
- Gregory Clarke, Partner
- Janice Pomerleau, Partner
- Joseph Schlett, Partner
"Having started as an entrepreneur at the age of 22, I relied heavily on good advisors to offset my inexperience. I was fortunate enough to have engaged SB Partners , early on . It’s been over 20 years now and I will always be grateful for their attention to me and my businesses. SB has taken my business and continually focused on bettering the relationship by understanding my business and its needs. They make me feel valued and that my business is important to them. They have garnered the ultimate part of any good relationship, they have earned my trust! During a recent sale of a business, the responsiveness and proactive approach was top notch. The Partner I work with at SB is like an extension of my company. For me it’s like having my own in-house division, there for me anytime I need it."
- John Gnocato, Principal, Kamisa Investments Ltd.