I am Rowan Donaldson, the founder of OakLeaf Financial, a firm registered with CPA Ontario. I hold a degree in finance and a postgraduate degree in accounting from Lakehead University. Since 2020, I have collaborated with numerous local enterprises while articling with some of Thunder Bay's premier accounting firms, including BDO and MNP.

My approach is rooted in the following beliefs:

1. Collaboration: By working closely with you and understanding the nuances of your operations, I can support your goals without imposing rigid structures or methods. This collaborative approach fosters a sense of unity and shared purpose

2. Adaptability: Just as a strong oak tree adapts to changing conditions, being integrated into a business allows me to respond to its unique challenges and opportunities, guiding it towards success without forcing change.

3. Holistic Perspective: Oakleaf Financial encourages seeing the whole picture. By being involved in various aspects of the business, I can offer insights and solutions that contribute to overall harmony and success.

4. Nurturing Growth: Like a gardener who nurtures a plant, being integrated into a business means providing support and resources for growth, fostering an environment where the business can thrive naturally.