The integral partner

Services

We are dedicated to delivering quality services with an in-depth understanding of our clients’ needs.

  • Financial Statement Audits
  • Statutory Audits
  • Special Purpose Audits
  • Service Organizational Control Reports
  • IPO and RTO Audits
  • Annual and Quarterly Review Engagements
  • Agreed Upon Procedures
  • Integrated Tax Planning
  • Corporate and Partnership Structuring
  • Estate and Trust Planning
  • Tax Disputes and Advocacy
  • Transaction Advisory
  • Indirect Tax
  • Compilation of Financial Statements
  • Corporate and Personal Tax Returns
  • Trust and Partnership Returns
  • Investment Portfolio Accounting
  • HST and GST Support
  • CFO Support
  • Due Diligence
  • Quality of Earnings Report
  • Family Enterprise Advisory
  • IPO Readiness
  • IFRS Transaction Advisory
  • Litigation Support

Clients

We provide tailored solutions to publicly listed entities, private companies and owner managed businesses.

We work with public companies in Canada (and those looking to become Canadian reporting issuers) in a wide range of industries including manufacturing, technology, investments, resource, mining, cannabis, and fintech.

Our firm is one of the top 10 firms in Canada providing audit services to this sector based on the over 130 public company audits that we perform annually.

We also provide CFO support services to publicly listed entities where we are not providing assurance services.

We pride ourselves with having an in-depth understanding of our private company clients’ operations and needs.  Manufacturing and distributions, real estate and construction, technology and financial services are some of the many sectors that we service, with expertise in large corporate and complex partnership structures.

We understand in addition to audited or reviewed financial statements for your lender, you require your advisors to have a thorough understanding of the tax regime affecting your company and you individually.  We stay proactive on tax structure planning keeping in mind your exit strategy, be it a sale of your business, family transition, or management buyout.

We service owner-managed business in all industries, including professional and medical service providers, real estate and construction, investment companies, and unincorporated businesses.

Financial statement and tax return preparation, tax and estate planning, HST and GST return support, and advisory services are amongst the array of services we provide to our clients.

Our extensive knowledge of accounting and financial reporting of this sector means that we are able to proactively respond to emerging key issues.  We understand the pressures faced by charities and other not-for-profit organizations that have growing compliance needs with shrinking budgets. Our efficient risk based audit methodology allows us to provide cost effective audit services.