Meet our Smart Team!
Eli Swartz, HBA, CFP
Eli holds his Certified Financial Planning designation and an Honours Bachelors Degree through McMaster University. He began his career in 2006 working for Investors Group in the financial service industry. Through continued education and practical experience in the financial sector Eli has gained the knowledge to provide his clientele with all the necessary information to allow them to make informed decisions.
Eli has continued to add additional designations and is currently working on his CPA from McMaster University. Volunteering is an important activity in Eli’s Life. He currently volunteers for the Distress Centre where he actively takes calls to alleviate loneliness and acts as the first line of defense in suicide prevention. In addition, Eli volunteers for the CRA to help people with low income, pensioners or individuals with disabilities file their taxes as part of an intake program on behalf of Burlington MP Karina Gould.
In 2016, Eli partnered with Jim Green to form ProfCentric consulting services, which is a complimentary business to Green & Company Accounting and offers a variety of financial and consulting services to individuals and corporations. These services include financial planning, efficiency consulting audits for businesses, and professional accounting services for both individuals and corporations.
Jim Green, BA, Accounting Cert
Jim holds an Accounting Certificate through Athabasca University and a Bachelors Degree through Wilfrid Laurier University. He began his career in 1999 working in the technology sector for IBM, IKON, and OpenText in channel account management and marketing roles prior to joining Green & Company Accountants in 2009. Through education and practical experience with Green & Company, Jim helps clients as an income tax specialist focused on personal and small business taxes, offering preparation and consultative services.
In 2016, Jim partnered with Eli Swartz to form ProfCentric consulting services, which is a complimentary business to Green & Company Accounting and offers a variety of financial and consulting services to individuals and corporations. These services include financial planning, efficiency consulting audits for businesses, and professional accounting services for both individuals and corporations.
Arjumand Hussain – Executive Assistant
Arjumand holds a B.A. (Major) in Education and brings with her several years of solid administration, accounting and customer services experience. She is a determined individual with excellent organisational skills and a proven ability to initiate & develop positive change.
Email: arjumand@smartadvice.ca