Financial Advisory

You make financial business decisions every day based on varying degrees of information.  Some decisions demand additional information that does not exist within your purview.   Our team of financial advisory experts can help you quantify financial loss for settlement negotiations, develop restructuring strategies, conduct economic impact analysis and utilize actuarial methodologies. Gaining an informed point of view to your business decisions empowers you with the information needed to move forward with confidence.

Our services include:

Related Insights


The RDSP: Everything you need to know for 2018

The Registered Disability Savings Plan helps Canadians with disabilities effectively plan for their long-term financial future.

  • October 12, 2018


Claiming executive time under the Ontario Expropriations Act

When a business is affected by an expropriation, the Expropriations Act may allow for compensation for lost executive time.

  • August 15, 2018


Case study: Two ways to valuate intellectual property damages

Intellectual property litigation can involve complex valuations due to the difficulty of estimating the profit that would have been earned.

  • February 12, 2018


Canadian economy would take sharp hit to 2019 growth if US exits

At stake is more than $1 trillion in cross-border trade and more than 14 million jobs across three economies, were the U.S. to exit NAFTA.

  • February 01, 2018


When a dollar is not a dollar

RRSP portfolios require special consideration for equalization payments in matrimonial disputes, due to being tax-deferred savings vehicles.

  • December 19, 2017


Valuation: When the quoted share price is not the value

There are two common situations giving rise to discounts from the quoted price in shareholder disputes or matrimonial property divisions.

  • June 13, 2017


Real estate projects in financial difficulty: Part 2

Not all real estate projects succeed. Those in financial difficulty need protection from actions taken by the various stakeholders involved.

  • May 12, 2017


What the Surani decision means for deductions from IRB entitlements

Many insurers and their expert accountants deduct post-accident business income from IRB entitlements. Is that reasonable?

  • April 03, 2017


Valuing employee stock options for separating spouses

Under the Family Law Act, when spouses separate they are required to equalize assets, including employee stock options

  • April 03, 2017


Cutting through the complexity of IP valuation

Difficulties in the valuation of intellectual property include estimation of potential market and market share among other factors.

  • March 10, 2017
Joel Cohen

National Consulting Leader

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In-Person Events

We proudly sponsor and participate in events that provide innovative ideas and opportunities for you to improve and grow your business.


HST Breakfast Session - Opportunities for NPOs and charities

Join our breakfast seminar on December 4 to gain insight into the latest developments and best practices relating to HST.

  • December 04, 2018