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Business professionals, including chartered accountants, who apply their expertise in providing a variety of financial, assurance, consulting, valuation, litigation, acquisition, divestiture and corporate finance services.
EVENTS
MARKHAM SMALL BUSINESS VALUATION WORKSHOP
Many factors make a business unique – type of business, products and services provided, geographic location, ownership structure, and even barriers to entry. On October 7, in partnership with RBC, we will be holding a Business Valuation workshop. During the workshop you will learn how the experts value a business and will have the opportunity to determine what your business is worth. Learn more here.
P&C CRYSTAL BALL
LogoOur annual look at the coming year in the P&C insurance industry, The P&C Crystal Ball 2015 will take place Thursday, January 22, 2015. Register here, early bird pricing in effect until November 14, 2014.
NEWS
NEW MARKHAM LOCATION!
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We are pleased to announce the opening of our new Markham Office on September 2, 2014. We will be providing our services to Markham and its neighbouring municipalities from our office at 3601 Highway 7 East.
SEPTEMBER CE CREDITS

Over 150 courses available to hone your Managerial, Technical and Personal Skills! We are adding new courses to our online learning all the time - we have recently added over 100 Microsoft Office skills courses (most 1 hour in length) for you to earn CE credits from the comfort of your own home (or from the bus, or subway, or LRT or wherever makes you happy!)

Click here to start learning!

SERVICES
QUARTERLY NEWSLETTER
Email Newsletter icon Sign up for our Quarterly: Broker Broadcast
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STAFF APTITUDE PROFILING
CW Consulting is pleased to provide psychometric testing systems and instruments to assist you in selecting the right people and coaching them to excellence.

Click here to take a profile or for more information on Staff Aptitude Profiling

ARE YOU A GOLD STANDARD BROKER?
CW Group offers Gold Standard Broker certification to insurance brokerages that achieve a high score on operations audits done through Risk Management Standards Inc. Click here for more information.
THE SUCCESSION PLANNING TEMPLATE
The Succession Planning Template is a comprehensive guide to Succession Planning for insurance brokers. This guide is a must-have for any broker looking to get their business sale-ready.

Click here to order your copy now!

 
  

  

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