We specialize in developing customized succession plans, which enable business owners to hand the reins of their enterprises to a new generation while securing a retirement income stream, reducing risk, eliminating volatility, and creating an estate legacy.

  • We collaborate with other professionals to identify and solve real problems;
  • We aim to be of service beyond the client's immediate need;
  • We prefer teamwork to working alone;
  • We possess a great depth of experience in many areas of business - marketing, finance, tax, commercial transactions, and practical reality;
  • We practice what we preach; and
  • Our reach spans North America.

Contact Info


John Lindsay


Dawnyca Cristello



John Lindsay

West Office 403-450-3480

East Office 416-528-1854

Dawnyca Cristello  

East Office 416-930-2875


West 1700 Varsity Estates Dr. NW

Calgary, AB   T3B 2W9

East   84 Lift Lock Rd. W

Kirkfield, ON   K0M 2B0