Ontario Chapter - Institute of Advisors
Ontario Chapter
The Ontario Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.
We at the Ontario Chapter aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow
The Ontario Chapter supports the Institute's goal of collaborating with the passionate thought leaders in the space to create:
- A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
- To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
- To create a free membership library that fosters the growth and development of material and resources in this area
- To offer a mentoring program to help professional advisors to add “Advisory” services
- To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors
Meet Your Local Chapter Leaders
Upcoming Online Events
Upcoming Local Events
Join The Ontario Local Chapter
We believe in the power of community, collaboration, and continuous learning. Our local chapter meetings and online events connect advisors from all backgrounds to network, share insights, and grow together.
🌍 Join our next Chapter Meeting
Connect with advisors from around the world! Start in a group discussion, then break into smaller groups by local chapter regions or through targeted networking - building valuable professional relationships. Click the next event on the left to join an upcoming networking session - then become a paid member for exclusive benefits.
🤝 Invite Other Advisors to Join You!
Encourage fellow advisors to join your chapter meeting to connect and network with them.
Access the list of current members here!
View Member Directory
✅ Join Now
**Join now by clicking on the next upcoming event on the left-hand side.** Start your journey with us and become part of a growing community of forward-thinking advisors.
Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals, and coaches into one organization with the goal of educating, networking, and collaborating to elevate the advisory profession.
Accounting Taxation
Chapter Organisation Co-Ordinating Organisation
ATAP is a national Canadian association that provides independent Tax, Accounting, Business Advisory and other financial professionals with the tools and support they need to grow thriving practices.
Michael Cote
Chapter Leader
Michael is an Accountant and Economist, based in Guelph Ontario, Canada. He is currently a Director and the Corporate Secretary of the Association of Accounting & Tax Professionals (ATAP).
Graduate Degrees in accounting and finance, including a PhD. Michael is a Registered Professional Accountant / Chief Executive Officer of Payroll Solutions International Inc. / Managing Partner of Coté & Associates Professional Corporation, Registered Professional Accountants / Director of the Veriguide Standards Board, a joint collaboration of several accounting associations.