Two accountants in front. A bench of specialists behind.

Burlington raised, with a Hons. BBA from Wilfrid Laurier, a CA earned articling at Clarkson Gordon (now Ernst & Young), and an MBA from McMaster. Doug joined the financial world in the week of the 1987 crash and never looked back.

In 2000 he left a large dealer over its proprietary products. His view: a firm that manufactures investments and sells advice about them is in a conflict of interest. So he founded his own independent firms, yourCFO Advisory Group and yourCFO Insurance Solutions, and guided clients through 9/11, the tech meltdown, 2008, and Covid.

He has chaired the United Way's Leadership Group, with client and hockey legend Bobby Orr as honourary co-chair, and served on the Investment Committee of the Burlington Community Foundation. In 2013 he climbed Mount Kilimanjaro with his children Andrew and Claire. The guides kept saying pole pole. Slowly, slowly. He protects wealth the same way.

Burlington is the place Jordan has always called home. A Bachelor of Accounting from Brock and a CPA, CA earned with Taylor Leibow in Hamilton grounded him in the taxation of owner-managed companies. He joined Doug in 2014.

His father founded the local charity Shifra Homes in 2004, and Jordan honours that legacy as its Treasurer. He is an active member of the Estate Planners' Council of Halton.

He works by two phrases his grandfathers repeated: say what you mean, do what you say, and work smarter, not harder. Clients get a tax mind, a steady manner, and answers in plain English.