Who we are
Based in Port Stanley, Ontario, and serving our community & beyond since 1984, we help individuals and businesses take control of their finances with expert bookkeeping, tax, and financial services. Our goal is simple: streamline your accounting, reduce stress, and give you the clarity you need to prosper.
Our Legacy
Founded by Glenn D. Smith in 1984, the company was built on a foundation of trust and long-standing client relationships. Allison Portlock later built AE Portlock Financial Services as an independent practice. After the passing of both founders, Karen brought the two firms together, creating one unified company that carries their shared legacy forward.
Glenn D. Smith
1950 - 1996
Allison Portlock
1950 - 2003