Business Philosophy

Change and complexity are the only constants in today’s financial marketplace. Read about our approach to address the changing needs of our clients by providing customized service offerings.


Converge Financial Inc. provides a variety of services tailored to the needs of our corporate and non-profit clients.


Our skilled team is ready to provide professional and caring service to help the organization achieve its financial goals.

2019 Tax Checklist

(Canadian personal taxes)


2019 U.S. Tax Checklist

(U.S. personal taxes)