Solutions that Fit,
Service that Responds

The way we serve you is as important as the services we offer.  

TAX & ACCOUNTING

AUDITS & REVIEWS

ADVISORY SERVICES

CORPORATE FINANCE

Tax & Accounting

Right for You
At the Right Time

Tax and compliance are dynamic and often complicated. Your circumstances and objectives naturally change over time, as do regulations and accepted practices. As your situation grows more complex, there may be multiple options available to you.

We work with you to develop tax strategies that aim to minimize your tax burden, while helping achieve your business and personal objectives within the framework of tax laws. Updating you on new or impending tax changes ensures you are prepared for these.

Our tax and compliance services include:

  • • Corporate, personal and trust tax preparation

    • Corporate reorganizations

    • Estate planning

    • Retirement planning

    • Business succession planning

    • Sales tax consultations

    • Shareholder remuneration

    • SR&ED credits

  • • Audited financial statements

    • T3010 Registered Charity Information Return

    • T1044 Non-Profit Organization (NPO) Information Return

    • Canada Revenue Agency (CRA) inquiry assistance

    • Regulatory compliance

    • Internal controls

    • Risk management

We’d love to hear from you.  

Audits & Reviews

Combining Clarity with
Efficiency and Added Value

Our assurance services support not-for-profit organizations and private businesses. We approach each audit and review within the framework of establishing a strong relationship. We focus on delivering your financial statement audit in a cost-effective manner with minimal disruption to your daily operations.

While financial statements are often generated to meet the requirements of external parties, they can also provide additional value to you. Our audit process can generate insights that help improve your systems and internal controls, as well as identify and mitigate risks.

We’d love to hear from you.  

Advisory Services

Insights and advice are integrated into the services we provide, catering to every stage of your business and personal life.

Areas where advice may be required range from basic inquiries about routine business activities to intricate tax strategies, corporate reorganizations and retirement planning.

Working with us means you engage with a team led by partners and managers who remain committed to supporting you over the long term. This continuity, coupled with our scale and resources, results in insights and advice specifically designed for your needs.

Come with a Question,
Come Out Ahead

We’d love to hear from you.  

Corporate Finance

Representing the Sell Side,
Supporting the Buy Side

 

Our M&A team provides transaction support to buyers and sellers of private and owner-managed businesses in the lower-mid market.

Our dedicated team of experienced M&A professionals provides advice to clients throughout the entire process of preparing, executing, and completing a successful M&A transaction.

Our affiliate firm, Norton McMullen Corporate Finance, manages M&A and Corporate Finance services.

To visit our Corporate Finance site,