The vital members of Our Team:

Neil Mathieson is a Certified General Accountant (CGA), and a Fellow of the Institute of Canadian Bankers (FICB).

Neil and I have worked together for many years satisfying our clients with top-notch tax and investment advice and tax filing services.

Charlotte Graham, Mortgage Agent, Main Street Mortgages, LIC # 12914, team member of Mortgage Alliance. 

Charlottte can find the perfect mortgage for you. Mortgage Alliance is the most recognized and trusted mortgage brokerage in Canada and as a Mortgage Alliance professional, she has the expertise to get the Right Mortgage for your immediate and future needs. She works for you, not the banks, and provides unbiased guidance in your mortgage decision. We work with over 60 lenders (some offered exclusively through brokers) so you have the choice, convenience, and great counsel that you deserve!”

If you are interested in receiving more information on how Charlotte can be of assistance, visit her website at

We are licensed and contracted to represent ALL Life Insurance Companies operating in Ontario: