Succeeding In Business

Co-author and success partner

Robert Stone

Canadian Financial Services Professional

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About The Author

Robert is a Canadian financial services expert that built a National tax practice to 42 locations before selling it in 2016. After a three year non-compete he built his second national business to include accounting, insurance, investments and mortgages. He is also co-founder of the Certified Tax Preparer “CTP” accredited online course for Canadian tax. But it was not always so. You don’t want to miss his story. Buckle up.

Simple Story. An unplanned chain of events and an indirect path has brought me to the financial profession I am in today. We sometimes have control over destiny or a distinct vision we map. Perhaps our parents, peers or society has a path set for us but ultimately it is God that creates a greater calling? I can assure you that my path is not the result of planning, control or a clear vision from myself or anyone other than God. I have had fun along the way and that I have no regrets about any of the decisions, actions or paths that I have taken. If we dwell upon our past, it inhibits our future and infinitely improving. Failure is vivid in the rearview mirror of success and success is the greatest revenge. Off the tracks the train is coming.

Professional Scope

Expert in Financial Services and Business Growth

Robert Stone is a Canadian financial services expert with over two decades of experience in building and scaling national businesses. His expertise covers accounting, insurance, investments, and mortgage services.

Pioneer in Tax Education and Business Solutions

As co-creator of the Certified Tax Preparer (CTP) course, Robert has revolutionized the tax education industry in Canada, enabling countless individuals to become certified professionals.

Strategic Advisor in Scaling and Profitability

Robert’s deep understanding of business development and his proven track record in building profitable companies make him a trusted advisor for those looking to achieve sustainable growth.

Succeeding In Business

Co-author and success partner

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