Expert Consulting for Canadians: Business Strategy, Tax Planning & Immigration Support — Book Your Free Consultation
We help Canadian founders, SMEs, and newcomers align strategy, optimize taxes, and navigate immigration pathways with practical, regulation-ready guidance. Book a free 30-minute consultation to clarify goals, confirm eligibility, de-risk decisions, and design measurable, sustainable growth across provinces, cross-border markets, and regulated industries with confidence.
About Our Canadian Advisory
We are a multidisciplinary team of strategy consultants, tax professionals, and licensed immigration advisors serving clients across Canada. We combine rigorous analysis, regulatory fluency, and practical change management to deliver measurable outcomes, protecting compliance while enabling faster, de-risked growth.
Provincial Audience Segmentation
We segment audiences by province, industry, and buyer readiness, combining Statistics Canada data with qualitative interviews to reveal actionable personas, underserviced niches, and localized messaging opportunities that respect linguistic, cultural, and regulatory differences, accelerating adoption while reducing wasted spend.
Competitor Mapping and Differentiation
We benchmark direct and indirect competitors across pricing, features, service models, and compliance posture, then surface defendable differentiators and compelling narratives. You receive a prioritization matrix guiding quick wins, moat-building investments, and partnerships that neutralize threats and elevate perceived value.
Value Proposition Testing
Using rapid experiments, customer discovery, and iterative copy testing, we validate value propositions with real buyers before heavy investment. Results inform channel selection, onboarding flows, pricing anchors, and objection handling, ensuring your positioning resonates and materially improves conversion across Canadian markets.
Business Models and Competitive Advantage
We stress-test your business model against Canadian market conditions, cost structures, and policy incentives to refine revenue mechanics, align incentives, and embed durable advantages that withstand competitive pressure while supporting predictable cash flow and investor-grade clarity.
Financial Forecasting and Cash Flow
We build driver-based financial models, cash conversion insights, and scenario planning tailored to Canadian cost structures, taxation timing, and financing norms, giving you confident decisions on hiring, inventory, marketing, and capital allocation.
36-Month Driver-Based Forecasts
Our dynamic model ties revenue to operational drivers, seasonality, and channel performance. It includes payroll burdens, benefits, lease assumptions, and tax timings, delivering investor-ready projections with sensitivity analysis and lag effects that reflect real Canadian operating conditions.
Cash Conversion Cycle Optimization
We analyze invoicing terms, inventory turns, and vendor negotiations to shorten the cash conversion cycle. Recommendations include milestone billing, early-payment incentives, and financing options, improving liquidity without compromising customer experience or supplier trust.
Scenario Planning and Covenants
We model downside, base, and upside cases, linking covenant triggers, grant milestones, and hiring ramps. You receive contingency playbooks, capital raise timing, and cost-control thresholds that preserve runway while maintaining strategic momentum.
Canadian Tax Planning Essentials
We create a proactive tax plan covering federal and provincial obligations, entity choice, remuneration strategy, and credits, ensuring compliance and minimizing liabilities while supporting growth, investment readiness, and owner wealth objectives.
Contact usEntity Selection and Structure
We compare sole proprietorships, partnerships, and corporations, considering provincial nuances, liability protection, Small Business Deduction eligibility, and future fundraising. Our recommendation balances tax efficiency, governance, and administrative load, with a clear implementation sequence and timeline.
Owner Remuneration and Income Splitting
We optimize salary-dividend mixes, CPP implications, and family involvement within TOSI rules. You receive tax projections, payroll requirements, and documentation practices that align with CRA expectations while meeting cash needs and retirement planning goals.
Loss Utilization and Tax Deferral
We map carrybacks, carryforwards, and timing strategies across fiscal periods, aligning expense recognition, capital cost allowance, and revenue accruals. The plan defers tax responsibly while maintaining audit-ready support and future flexibility for financing or exit.
GST/HST, Payroll, and Compliance
We implement accurate indirect tax, payroll, and reporting processes that scale, reduce penalties, and streamline filings, ensuring your operations remain compliant and efficient across provinces and growing headcounts.
GST/HST Registration and Filing
We assess registration thresholds, place-of-supply rules, and provincial rates, then configure systems for accurate invoicing and ITC tracking. Filing calendars, reconciliations, and internal controls reduce errors and protect cash while meeting CRA timelines.
Payroll Setup and Year-End Slips
We configure payroll with statutory deductions, benefits, and provincial nuances, then establish processes for ROEs, T4s, and T5s. Our checklists and reviews prevent remittance errors and year-end surprises that strain teams and budgets.
SR&ED and Innovation Incentives
We maximize refundable and non-refundable credits by aligning technical narratives, contemporaneous tracking, and cost allocation, turning R&D into a reliable funding source for Canadian innovation.
Eligibility and Technical Narrative
We identify eligible systematic investigations, uncertainties, and advancements, then craft defensible technical narratives. Our engineers collaborate with your team to translate experiments into CRA-aligned language without diluting scientific substance or overreaching claims.
Time Tracking and Cost Allocation
We implement engineer-friendly time tracking, cost coding, and subcontractor documentation. Accurate allocations across materials, wages, and overheads increase claim integrity and value while surviving scrutiny and maintaining operational simplicity.
Filing, Review, and Risk Mitigation
We prepare T661 packages, reconcile to financials, and preempt common red flags. If reviewed, we coach staff for interviews, supply supplementary evidence, and manage timelines to protect refund expectations and cash planning.
Cross-Border Expansion and Tax Treaties
We guide cross-border strategy, entity placement, and treaty usage to reduce tax leakage, avoid permanent establishment pitfalls, and structure transfer pricing that satisfies regulators while supporting commercial momentum.
US Market Entry and Treaty Benefits
We assess sales models, nexus thresholds, and treaty relief, recommending structures that limit withholding and double taxation. Practical checklists ensure registrations, indirect tax compliance, and onboarding of US customers without operational bottlenecks.
Permanent Establishment Risk Control
We map activities, agent authority, and fixed place risks to manage PE exposure. Policies, contracting patterns, and travel protocols reduce unintended presence while preserving revenue operations and service quality.
Transfer Pricing Foundations
We design intercompany pricing for services, IP, and logistics with benchmarking ranges, documentation, and invoicing mechanics. Aligned policies prevent disputes, support audits, and maintain predictable effective tax rates across jurisdictions.
Immigration Pathways for Talent and Founders
We evaluate eligibility, score potential, and documentation needs for economic immigration and work permits, coordinating with strategy and hiring plans to achieve timely, compliant entry and long-term settlement success in Canada.
Express Entry Strategy and CRS Boost
We assess credentials, language scores, and experience, then craft a targeted CRS improvement plan. Timelines, credential assessments, and provincial opportunities align with draw patterns, minimizing uncertainty and maximizing invitation likelihood.
Work Permits: LMIA and IMP Pathways
We evaluate LMIA, intra-company transfers, and open permits under IMP streams. Employer readiness, compliance obligations, and documentation templates reduce delays while protecting both worker and company from avoidable compliance risk.
Family Sponsorship and Settlement Planning
We coordinate sponsorship timelines, admissibility considerations, and settlement supports. Practical checklists cover healthcare, schooling, banking, and community integration, ensuring families transition smoothly while maintaining legal and financial readiness.
Start-Up Visa and Provincial Programs
We prepare founders to meet designated organization criteria, structure ventures, and leverage provincial entrepreneur streams, integrating immigration objectives with credible commercialization plans and local job creation.
Start-Up Visa Readiness and Pitching
We evaluate innovation, scalability, and market fit against SUV expectations. Materials, traction evidence, and governance frameworks are strengthened before engaging designated organizations, increasing acceptance probability and speeding decisions.
Provincial Nominee Entrepreneur Streams
We compare investment thresholds, job commitments, and residency obligations across provinces. A tailored plan balances business viability with scoring criteria, ensuring commitments are achievable and defensible during monitoring periods.
Incubators and Designated Organizations
We map suitable incubators and funding partners, align milestones, and prepare due diligence packages. Structured communication increases credibility, shortens cycles, and clarifies resource expectations post-acceptance for smooth implementation.
Advisory Services
Our engagements connect strategy, tax, and immigration into one cohesive plan, supported by clear deliverables, timelines, and implementation guidance. Start with a free 30-minute call to validate fit and receive actionable next steps tailored to your goals and constraints.
Strategic Growth Blueprint
A comprehensive 6–8 week engagement delivering market segmentation, positioning, pricing, and a driver-based financial model with prioritized initiatives and a 90-day execution plan. Expect clarity on resource allocation, risks, and milestones aligned to Canadian realities and investor expectations.
C,800
SME Tax Planning and Compliance Setup
We design a tax-efficient structure, implement GST/HST and payroll processes, and produce a 12-month compliance calendar with audit-ready documentation standards. The package includes owner remuneration modeling and CRA risk mitigation designed for small and medium-sized Canadian businesses.
C,800
Immigration Pathways Advisory for Entrepreneurs
Targeted guidance on Express Entry, Start-Up Visa readiness, or work permits, including eligibility assessment, document checklists, timeline planning, and coordination with business strategy. Ideal for founders seeking compliant, timely entry and scalable operations backed by credible commercialization plans.
C,800
Risk Management and Compliance Frameworks
We design risk registers, internal controls, and compliance roadmaps aligned to PIPEDA, employment standards, and sector obligations, protecting growth from regulatory shocks and operational disruptions.
- Privacy, PIPEDA, and Data Residency We assess data flows, vendor contracts, and storage locations, implementing privacy-by-design controls. Policies, DPIAs, and training reduce breach risk, support cross-border transfers, and reinforce trust with customers and regulators.
- Regulatory Compliance Roadmapping We inventory applicable laws, licenses, and filings, then prioritize remediation by risk and cost. Dashboards, owners, and deadlines create discipline, avoiding fines and last-minute scrambles that derail growth.
- Insurance and Contingency Planning We align coverages to risk exposure, including cyber, D&O, and E&O. Incident response drills, vendor fallback plans, and communication templates enable swift recovery and preserve customer confidence under stress.
Digital Transformation and Operational Efficiency
We streamline processes with cloud systems, automation, and measurable KPIs, cutting waste while improving accuracy, auditability, and decision speed across finance, operations, and compliance.
Cloud Accounting and ERP Integration
We implement cloud accounting, inventory, and ERP integrations that reconcile in real time. Roles, approvals, and audit trails strengthen control while dashboards surface insights that guide timely, data-driven decisions.
Process Automation and SOPs
We map processes, remove bottlenecks, and automate repetitive work using secure workflows and clear SOPs. Reduced cycle times and errors free teams to focus on strategic tasks and customer value.
KPI Dashboards and Performance Cadence
We define KPIs tied to strategy, then deploy dashboards and review cadences. Visibility into acquisition, retention, cash, and compliance creates accountability and early warnings that keep plans on track.
Funding, Grants, and Investor Readiness
We secure non-dilutive funding, prepare investor narratives, and align diligence artifacts, accelerating capital access while protecting control and valuation.
Non-Dilutive Grants and Programs
We identify municipal, provincial, and federal grants, scoring fit and deadlines. Strong applications include budgets, milestones, and KPIs that withstand review and simplify reporting post-award.
Angel and Seed Preparation
We refine the problem-solution story, traction metrics, and defensible assumptions. A clean cap table, governance, and data room reduce friction, increasing investor confidence and speed to term sheets.
Pitch Materials and Data Rooms
We build concise, evidence-backed decks, one-pagers, and financial appendices. Structured data rooms anticipate diligence questions, reducing back-and-forth and signaling operational maturity to sophisticated investors.
Frequently Asked Questions
What happens during the free consultation?
In thirty minutes, we clarify your goals, assess eligibility or strategic fit, and identify immediate risks or opportunities. You receive specific next steps, indicative timelines, and a transparent view of scope, effort, and expected outcomes if you proceed.
How are your engagements priced and scoped?
We price by defined deliverables, complexity, and timelines, never by vague retainers. After discovery, you receive a fixed-fee proposal with milestones, responsibilities, and assumptions, ensuring predictability, accountability, and alignment with your budget and risk tolerance.
Do you work remotely with clients across provinces?
Yes. We support clients nationwide through secure video, shared workspaces, and clear project cadences. When required, we coordinate onsite sessions for workshops or stakeholder alignment, ensuring responsiveness while minimizing travel costs and timeline delays.
How do you protect my data and documents?
We use encrypted storage, role-based access, and audited workflows. Sensitive items are confined to Canadian or treaty-compliant data centers, with retention schedules and breach response procedures that meet or exceed PIPEDA and industry best practices.
Can you handle cross-border and complex cases?
We regularly advise on cross-border expansion, treaty considerations, SR&ED, and multi-stream immigration strategies. When specialized filings are required, we coordinate trusted partners under our project governance, preserving accountability and delivering an integrated, error-resistant outcome.
What timelines should I expect for results?
Strategy blueprints typically complete within six to eight weeks, tax setup within three to five weeks, and immigration planning timelines vary by stream and documentation readiness. We publish a detailed schedule, dependencies, and checklists to keep progress visible and disciplined.