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About us

About Leading Edge

Our story

Leading Edge began as a tax and bookkeeping practice with one simple mission: help people make better financial decisions.

Over the years, clients started asking for more than a well-filed return. How do I organize a growing business? What should we do about my mother's estate? How do I hand the company to my daughter? Answering those questions properly meant becoming a broader firm.

Tax and accounting remain the core of the practice. Around that core, we're adding trust planning and better tools for clients, including secure document sharing and online scheduling.

Leading Edge Financial Solutions office

What we stand for

Integrity
We do what's right, even when no one is watching.
Excellence
Careful work, checked twice, delivered on time.
Service
Success begins with serving others.
Innovation
We use technology where it saves you time.
Stewardship
Your trust and your information are managed responsibly.
People first
Relationships are more valuable than transactions.

The next chapter

The work we're known for isn't changing. We're adding to it: a Living Trust and T3 practice, more client education, and easier ways to share documents and get answers from us.

Start with a conversation.

The first conversation is a short call. We'll ask about your situation and tell you honestly whether and how we can help. You can also reach us at 416-907-4219.