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Our History

Our partners, George Stern FCA and Jeffrey Joss FCA, have a combined experience of almost 50 years of providing innovative, timely, and cost-effective services to all types of businesses.

George set up the company in 1985, and with Jeffrey is now supported by 15 employees who all have the same goal: to help you succeed and prosper.

This wouldn’t be possible without forming a close bond with you, to ensure we fully understand your business, and can provide a range of solutions to help you protect and enhance your wealth.

Our Guarantee

We pledge to always:

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Medium & Large Business

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enhance your wealth

Stern Financial Planning

independent financial
planning

SJS Healthcare Associates

independent healthcare brokerage