Welcome to TPG Financial Services Inc.
We are a North Shore based financial planning and accounting firm. We provide financial advice and accounting services in a holistic manner designed to assist clients in achieving their financial objectives.
Established in 1979, TPG Financial Services was originally called Dollar Accounting Services, Terry Greene, purchased Dollar Accounting Services in 1993. In 1996 he approached Doug Macdonald, a principal in Macdonald, Symko & Company (MS&C) with the intent of amalgamating their firms and as a result, MSC Financial Services Ltd was formed. In 2000 Terry purchased another accounting firm called Digital North Accounting. In 2007 the relationship between MSC was dissolved amicably and the name of MSC Financial Services Ltd. was changed to TPG Financial Services Inc.
At TPG we incorporate a group of professionals to provide the services our clients require. Travis Jmaeff, prepares the majority of T1 tax returns and he has been with TPG since 1994, during that time he has literally prepared 1,000's of tax returns. Cameron Burrows, CPA prepares the majority of our corporate tax returns, and we have two bookkeepers, namely Pantenha (Pany) Khatibian and Zhiva Vejdani, who in addition to providing bookkeeping also assists our firm with administration.
In addition to focusing on the overall business activities of TPG Financial Services Inc., Terry also provides financial services on a fee-only basis, having obtained both his CFP and his R.F.P. financial planning designations.