Financial Services

Tailored audit, regulatory reporting, and compliance accounting for investment dealers, private equity funds, mortgage investment entities, and financial service providers across Canada.

Investment dealer & fund financial audits
IIROC & regulatory capital reporting
Partnership & trust tax filings (T5013/T3)
Carried interest & management fee structuring

Manufacturing

Optimizing standard costing methods, inventory accounting, transfer pricing compliance for cross-border supply chains, SR&ED incentives, and financial audits.

Inventory valuation & standard costing systems
SR&ED innovation tax credit claims
Cross-border transfer pricing & customs
Capital asset & equipment CCA planning

Real Estate Management & Construction

Navigating complex joint ventures, land assembly tax deferrals, GST/HST on real property transactions, percentage-of-completion accounting, and capital gains optimization.

Joint venture & limited partnership structuring
Real property GST/HST rebates & self-supply
Percentage-of-completion project accounting
Section 85 land assembly tax rollovers

Wholesale & Retail

Helping Canadian wholesale, distribution, and retail enterprises compete successfully in domestic and global markets through inventory control and multi-channel cash flow planning.

Multi-channel retail & POS accounting
Import/export & customs duty optimization
Cash flow projections & working capital lines
Inventory shrinkage & margin controls

Charity & Not-For-Profit

Independent audits and compliance filings for registered charities, trade associations, and non-profit entities. Ensuring full compliance with CRA charitable requirements.

Registered charity return filings (T3010)
Fund accounting & restricted contributions
Financial statement audit & review engagements
Board governance & internal control reviews

Condominiums

Specialized audit, reserve fund study analysis, and financial reporting for condominium corporations, keeping board management and unit owners on track.

Annual condominium financial audits
Reserve fund tracking & investment advisory
Form 115 corporate information returns
Property manager accounting reconciliations

Professional Clientele

Tax planning and corporate advisory for doctors, dentists, lawyers, architects, and engineering consultants. Optimizing medicine and professional corporations.

Professional corporation (PC) setup & structuring
Salary vs. dividend & tax optimization
TOSI (Tax on Split Income) compliance planning
Practice purchase, sale & valuation advisory

Emerging Tech & Knowledge Based Enterprises

Maximizing SR&ED tax credits, structuring employee stock option plans (ESOPs), managing cross-border expansion, and preparing for institutional venture funding rounds.

SR&ED refundable tax credit claims
Stock option plan (ESOP) structuring
Cross-border IP transfer tax architecture
Venture capital due diligence & SaaS metrics

Investment Holding Companies

Structuring holding companies for liability protection, passive investment income planning, inter-corporate dividends, and OpCo purification for the LCGE.

Holding company setup & CDA account planning
Passive income rules & SBD protection
Tax-free inter-corporate dividend transfers
OpCo purification for capital gains exemption

Estates, Wills & Trusts

Comprehensive intergenerational tax strategies, estate freeze planning, family discretionary trust return filings (T3), and post-mortem pipeline planning.

Estate freeze & Section 85/86 reorganizations
Family trust return filings (T3) & disclosures
21-year deemed disposition planning
Probate minimization & post-mortem tax planning