May 2022 – Celebrating 10 Years In Business.
Thank you to our loyal customers and dedicated team for getting us here.  Take a walk down memory lane with us!

Our History

2010

Company Founded

Company Founded

Established by Andrew Dennis & Alex Powell, around a dining room table in Burlington.

2010

The Imperial Name Established

The Imperial Name Established

Name Imperial came from a margarine container – really was that simple.

2010

Imperial Wealth Management

Imperial Wealth Management

The Imperial Parent Company launched.

2011

Developed Strategic Partnerships

Developed Strategic Partnerships

RPN Chartered Accountants – Spring 2011 & RPN Finance – Spring 2011, allowing for an expansion of client reach and customer service offering.

2012

Imperial Lifestyle Management

Imperial Lifestyle Management

Our division for medical professionals launched. Andrew & Alex saw a specific need for this demographic.

2013

Moved into New Offices

923 Brant Street, 2 offices & boardroom, small space, tight team, real results. Grew our team to 4 with onboarding of our Executive Assistant to keep us on pace & Director of Marketing to grow the business with new leads.

2014

New Imperial Brand

New Imperial Brand

Narrowing of our niche ideal target audience of medical professionals solidified. Our new logo, website and social channels launched.

2015

More Strategic Partnerships

More Strategic Partnerships

Developed strategic partnerships with MacNicol Asset Management. We recognized a need for our clients to move to Third-Party Asset Management once a threshold was met to keep them in a growth trajectory.

2017

Moved into Bigger Office Space

We had arrived as we moved to North Service Road, Oakville and were able to add Suite to our address like grown-ups.

2018

Grew Team To 7

Grew Team To 7

Onboarded a Junior Associate to shadow Andrew, Accounting Analyst to oversee the clients’ financial needs & Bookkeeper to keep it all in order and balanced books for all. Developed another strategic partnership with Terra Cotta Investment Council.

2019

Imperial Becomes a Member of the Million Dollar Round Table

Imperial Becomes a Member of the Million Dollar Round Table

A global, independent association of the world’s leading life insurance and financial services, Terracotta was added to the 2019 under the million dollar table.

2020

Purchased and Moved into our New Building

Purchased and Moved into our New Building

With our strategic partners, a synergistic network was born that would benefit all our collective clients. Real Estate Firms, Lawyers, Mortgage Brokers, Accountants, Insurance, a Family Financial Office — all housed together in one building. New Marketing Team assembled and from that new Logo, Brand, Website, Social Channels were born.

2021

Here We Grow Again

Here We Grow Again

Developed Strategic Partnerships with Newport Investments. Andrew achieves his CLU Designation.

2021

MedTax.ca was born

MedTax.ca was born

Accounting & Bookkeeping for medical professionals. 30 Seconds with MedTax.ca YouTube channel makes its debut. Our new logo, website and social channels launched.  

2022

Imperial Team 2022

As of May 2022 have a team of 16 and growing.

Stay tuned, we’re just getting started…

May 2022 – Celebrating 10 Years
In Business.
Thank you to our loyal customers and dedicated team for getting us here.  Take a walk down memory lane with us!

Our History

2010

Company Founded

Company Founded

Established by Andrew Dennis & Alex Powell, around a dining room table in Burlington.

2010

The Imperial Name Established

The Imperial Name Established

Name Imperial came from a margarine container – really was that simple.

2010

Imperial Wealth Management

Imperial Wealth Management

The Imperial Parent Company launched.

2011

Developed Strategic Partnerships

Developed Strategic Partnerships

RPN Chartered Accountants – Spring 2011 & RPN Finance – Spring 2011, allowing for an expansion of client reach and customer service offering.

2012

Imperial Lifestyle Management

Imperial Lifestyle Management

Our division for medical professionals launched. Andrew & Alex saw a specific need for this demographic.

2013

Moved into New Offices

923 Brant Street, 2 offices & boardroom, small space, tight team, real results. Grew our team to 4 with onboarding of our Executive Assistant to keep us on pace & Director of Marketing to grow the business with new leads.

2014

New Imperial Brand

New Imperial Brand

Narrowing of our niche ideal target audience of medical professionals solidified. Our new logo, website and social channels launched.

2015

More Strategic Partnerships

More Strategic Partnerships

Developed strategic partnerships with MacNicol Asset Management. We recognized a need for our clients to move to Third-Party Asset Management once a threshold was met to keep them in a growth trajectory.

2017

Moved into Bigger Office Space

We had arrived as we moved to North Service Road, Oakville and were able to add Suite to our address like grown-ups.

2018

Grew Team To 7

Grew Team To 7

Onboarded a Junior Associate to shadow Andrew, Accounting Analyst to oversee the clients’ financial needs & Bookkeeper to keep it all in order and balanced books for all. Developed another strategic partnership with Terra Cotta Investment Council.

2019

Imperial Becomes a Member of the Million Dollar Round Table

Imperial Becomes a Member of the Million Dollar Round Table

A global, independent association of the world’s leading life insurance and financial services, Terracotta was added to the 2019 under the million dollar table.

2020

Purchased and Moved into our New Building

Purchased and Moved into our New Building

With our strategic partners, a synergistic network was born that would benefit all our collective clients. Real Estate Firms, Lawyers, Mortgage Brokers, Accountants, Insurance, a Family Financial Office — all housed together in one building. New Marketing Team assembled and from that new Logo, Brand, Website, Social Channels were born.

2021

Here We Grow Again

Here We Grow Again

Developed Strategic Partnerships with Newport Investments. Andrew achieves his CLU Designation.

2021

MedTax.ca was born

MedTax.ca was born

Accounting & Bookkeeping for medical professionals. 30 Seconds with MedTax.ca YouTube channel makes its debut. Our new logo, website and social channels launched.  

2022

Imperial Team 2022

As of May 2022 have a team of 16 and growing.

Stay tuned, we’re just getting started…

Ready to start achieving your financial vision?

Reach out to our team and we will get started on building your future, perfectly designed for you.