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

Our Expertise

IIROC

Investment Industry
Regulators of Canada

CPAB

Canadian Public
Accountability Board

PCAOB

Public Company Accounting
Oversight Board

Clients

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

We assist public companies in a wide range of industries including manufacturing, technology, investments, resource  mining, cannabis, and fintech meet their financial reporting and continuous disclosure requirements.   Our comprehensive array of services is designed to address the key challenges for public companies that operate locally and globally. Our firm is one of the top 10 firms in Canada providing services to this highly regulated sector based on 130 public company audits that we perform annually.

Whether we are engaged as your auditors, tax advisors, or CFO support team, our goal is to be an integral partner.  Our expertise in International Financial Reporting Standards allow us to identify challenges in financial reporting in the planning stage and work with management to find resolutions.

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.