Want to know more about us?

Our mission is to be the premier financial partner to businesses of all sizes by providing tools that enable the easy, efficient and effective use of financial data and cash resources.

Who we are

Edge Financial Services was founded in 2022 by Steve Sheldon, a Chartered Professional Accountant (CPA) with over 20 years of finance experience in multiple industries and organizations of varying sizes from small owner-operated companies, to large, publicly traded companies listed on the TSX.

What we do

We provide full Financial Planning & Analysis (FP&A) solutions, cash management, and investment decision analysis to small and medium sized businesses. Our goal is to ensure entrepreneurs, small business owners, and management of medium-sized organizations have a thorough and in-depth understanding of the financial activities that drive their businesses, and have full control over their revenues, expenses and cash flow to ensure long-term objectives are met.

We believe

That every business is unique and have their own needs, that’s why each solution that we create is tailor-made and customized to the specific requirements of our client’s business. 

Why choose us?

We provide exceptional, personalized service that caters directly to our customer’s needs. With over 20 years of experience, our expert will aid you in using Financial Planning and Analysis to guide your business to financial success.