Trusted Partners

Adriel specializes in making mortgage work for business owners. As an entrepreneur, work hard for your money, but traditional financing often works against you — forcing you to pull high income from your corporation and pay excessive taxes, just to qualify for a mortgage. 

Adriel helps incorporated business owners save thousands each year by keeping more money in their corporation, using the expertise of Sayem Hasan’s expertise to reduce their tax burden, and still qualify for the mortgage they need. Whether it’s refinancing, renewals, or funding your next investment property, he tailors strategies that are compliant, clear, and designed to fit your unique financial goals. 

If you’ve been incorporated for at least two years and want to keep more money in your business while securing the right financing, chat with Adriel. Together, we’ll created a plan to build your wealth and protect your hard-earned dollars. 

 Exclusive offer for 786vcpa clients: Reimbursement for the appraisal expenses on any residential mortgage. 

Thomas began his career in the financial services sector in 2008, after graduating from the University of Calgary with a BA Honours in Political Science. After six years working for two major insurance companies and Canada’s largest pension and benefits consulting firm, Thomas decided to join Sun Life to share his expertise with business owners, professionals, and their families. 

Thomas holds the Certified Financial Planner designation through FP Canada, the Chartered Life Underwriter designation through The Institute for Advanced Financial Education and is currently pursuing the Chartered Investment Manager designation through the Canadian Securities Institute. Since 2016, Thomas has participated in Sun Life’s Workplace Solutions Program, regularly educating employees on a range of personal finance topics via seminars and webinars. In his private life, Thomas is a devoted father and husband. Originally from Italy, he enjoys travelling back to his home country whenever possible.

Exclusive offer for 786vcpa clients: Free financial plan completed by my team (valued at over $5,000)

For incorporated business owners and entrepreneurs, navigating mortgage financing can be a complex, time-consuming process. Traditional mortgage lenders often require drawing substantial personal income, creating excessive tax burdens and limiting your ability to invest in your corporation’s growth. Our recommended mortgage brokerage professionals specialize in tax-efficient mortgage solutions, self-employed mortgage options, and incorporated business lending strategies that allow you to retain more capital within your corporation.

By leveraging a deep understanding of the Canadian mortgage market, these experts design customized loan structures, refinancing plans, and mortgage renewals that align with both your short-term liquidity needs and long-term wealth-building objectives. Their approach ensures compliance with current lending regulations, while delivering streamlined, tax-advantaged financing solutions that set the stage for sustainable growth.

Exclusive Offer:
Through your connection with 786 Venture CPA, you’ll gain access to exclusive incentives—such as appraisal cost reimbursements on residential mortgages—further enhancing your financial advantages and helping you secure the best possible lending terms.

Finding the perfect home or investment property involves more than simply scanning listings. It requires a comprehensive real estate strategy that takes into account your personal goals, tax planning considerations, and long-term financial vision. Our recommended residential real estate professionals excel in supporting entrepreneurs, business owners, and professionals, offering tailored home buying and selling services that integrate seamlessly with your broader wealth-building plans.

With deep market insights into the Canadian housing market, they provide invaluable guidance on property valuation, neighborhood selection, residential investment strategies, and property portfolio diversification. Whether you’re upgrading your home to accommodate a growing family, searching for a profitable rental property, or preparing to sell at the optimal time, these experts equip you with the knowledge and support you need to make informed decisions.

Exclusive Offer:
As a valued 786 Venture CPA client, you’ll benefit from priority access to premium market data, exclusive property listings, and strategic negotiation support, ensuring that every real estate transaction contributes positively to your long-term wealth management and financial security.

Strategically selecting the right commercial property can influence your company’s profitability, market positioning, and operational efficiency. Our recommended commercial real estate advisors specialize in identifying and securing prime office spaces, retail locations, industrial properties, and investment-grade commercial real estate assets that enhance your portfolio and support your business’s expansion plans.

With a strong understanding of Canadian commercial real estate trends, they provide insights into lease negotiations, property management strategies, and long-term investment planning, ensuring each acquisition or lease aligns with your strategic vision and financial model. Whether you’re a seasoned investor diversifying your portfolio or a growing company securing your first commercial space, these experts deliver tailored solutions designed to drive growth and optimize returns.

Exclusive Offer:
As a 786 Venture CPA client, you’ll gain access to curated market data, personalized property recommendations, and best-in-class negotiation support, ensuring you find the perfect commercial property to elevate your brand and support sustainable business growth.

Protecting and growing your wealth requires a holistic approach that integrates comprehensive financial planning, insurance solutions, wealth management strategies, and tax-efficient investment vehicles. Our recommended financial professionals carry advanced designations—such as Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU)—demonstrating their commitment to delivering results-driven strategies for business owners, professionals, and families.

Their expertise extends to retirement planning, risk management, corporate benefit packages, and workplace financial education programs, ensuring you receive all-encompassing guidance that addresses immediate needs and positions you for long-term stability and growth. By leveraging their in-depth knowledge of the Canadian financial landscape, they develop tailored solutions that reduce tax burdens, protect your assets, and secure a prosperous future.

Exclusive Offer:
Through your affiliation with 786 Venture CPA, you will receive a complimentary, fully customized financial plan—valued at over $5,000—providing a clear, actionable roadmap to optimize your insurance coverage, elevate your wealth management strategies, and strengthen your overall financial well-being.

Finding and retaining top-tier talent can be one of the greatest challenges for growing businesses. Our recommended HR hiring consultants specialize in strategic recruitment, employee retention strategies, organizational development, and compliance with Canadian labor laws. Their consultative approach streamlines the hiring process, ensuring you attract skilled professionals who align with your company culture, core values, and long-term strategic objectives.

By implementing comprehensive talent assessments, effective onboarding processes, and performance management frameworks, these HR experts help you build a resilient, high-performing team. From start-ups scaling quickly to established companies seeking leadership roles, they bring clarity, efficiency, and best-in-class practices to your human capital strategy.

Exclusive Offer:
As a 786 Venture CPA client, you’ll receive priority access to specialized talent pools, custom hiring guides, and ongoing HR advisory support, ensuring that every hire contributes to a more agile, innovative, and productive workforce.

In a world where visuals matter, impactful signage and high-quality promotional materials can differentiate your business at trade shows, retail environments, corporate events, and beyond. Our recommended large format printing specialists offer custom signage, banner production, vehicle wraps, branded merchandise, and promotional collateral to help your company stand out.

Utilizing advanced printing technology, durable materials, and eye-catching designs, these experts craft visually compelling marketing tools that reinforce brand recognition and create memorable customer experiences. Whether you’re rebranding a storefront, preparing for an industry conference, or aiming to expand your corporate presence, their solutions ensure your message leaves a lasting impression.

Exclusive Offer:
By connecting through 786 Venture CPA, you gain access to preferred pricing, priority production timelines, and design consultation services, ensuring your promotional materials deliver maximum impact and value.

Transforming your commercial environment into a productive, attractive, and on-brand space can significantly impact employee satisfaction, client experience, and operational efficiency. Our recommended commercial renovation experts specialize in office remodeling, tenant improvements, retail build-outs, and industrial facility upgrades. They leverage modern design principles, high-quality materials, and skilled craftsmanship to deliver spaces that align with your strategic vision and support long-term growth.

From concept development and architectural planning to project management and interior design, these professionals streamline every stage of the renovation process. Whether you’re refreshing a current office floorplan, enhancing a retail showroom, or optimizing a warehouse layout, their approach ensures a seamless, timely, and cost-effective transformation.

Exclusive Offer:
By connecting through 786 Venture CPA, you gain access to preferred project timelines, tailored design consultations, and cost-saving strategies, ensuring your commercial space renovation delivers maximum value and elevated brand presence.

Securing reliable and flexible financial services is crucial for maintaining robust cash flow, driving business growth, and seizing new market opportunities. Our recommended commercial banking partners provide a full suite of business banking solutions, including commercial lending, lines of credit, treasury management, merchant services, and corporate credit facilities.

By offering competitive interest rates, prompt decision-making, and personalized guidance, these banking professionals help you navigate the complexities of the financial landscape. Whether you’re financing a new project, restructuring debt, or optimizing your cash flow, their relationship-based banking approach empowers you to make confident decisions that strengthen your bottom line.

Exclusive Offer:
As a 786 Venture CPA client, you’ll receive preferred access to tailored credit solutions, account management support, and financial advisory consultations, ensuring your commercial banking relationship fuels sustainable growth and long-term financial stability.

Safeguarding your business against unexpected risks is essential for long-term stability and growth. Our recommended commercial insurance providers specialize in comprehensive business coverage, commercial property insurance, general liability policies, and professional indemnity solutions—ensuring you have a robust safety net against industry-specific exposures.

By conducting detailed risk assessments, these experts tailor policies that align with your operational model, cash flow requirements, and regulatory obligations. From startups seeking scalable coverage to established enterprises refining their risk management strategies, their guidance helps protect your bottom line, maintain compliance, and preserve your reputation in the marketplace.

Exclusive Offer:
Through 786 Venture CPA, you’ll benefit from customized risk evaluations, competitive policy terms, and ongoing advisory support, ensuring that every commercial insurance solution bolsters your financial resilience and business continuity.

Personal assets like vehicles, homes, and investment properties represent significant financial milestones that deserve comprehensive protection. Our recommended auto, home, and property insurance specialists provide customized insurance plans, multiline discounts, landlord insurance policies, and high-value home protection, allowing you to safeguard your most important possessions.

By analyzing your lifestyle, asset portfolio, and geographic considerations, these professionals design policies that minimize risk while maximizing coverage. Whether you’re insuring a primary residence, a fleet of vehicles, or multiple rental properties, their expertise delivers peace of mind, enabling you to focus on your personal and financial goals without worrying about unexpected setbacks.

Exclusive Offer:
As a 786 Venture CPA client, you’ll gain access to preferred policy rates, comprehensive coverage reviews, and streamlined claim support, ensuring your personal insurance solutions remain both cost-effective and fully aligned with your evolving needs.