Stronger finances. Greater mission impact.
Independent financial guidance and CRA expertise, so your leadership can focus on mission, not paperwork.
Built for Canada's Nonprofit Sector
We work exclusively with Canadian registered charities and nonprofit, from social services and health charities to arts organizations and international development groups. You won't need to explain restricted revenue, T3010 obligations, or volunteer board dynamics. We already know the terrain.
Our Collaborative Approach
We partner with you to develop customized solutions that support your mission today and for generations to come, while ensuring full compliance with Canadian regulations.
Financial Health Assessment
A structured diagnostic across five pillars of financial health. Delivered as a written report with risk-rated findings and prioritized recommendations, ready for your board.
Ongoing Advisory & Coaching
Monthly or quarterly access to an experienced nonprofit financial advisor, anchored by a written Improvement Plan with measurable goals and board-reportable progress.
Governance Best Practices
Board orientation, written policy development, and financial reporting frameworks — for organizations that want stronger accountability and clearer governance structure.
OUR FRAMEWORK
Five Pillars of Financial Health.
We understand that every dollar you steward directly impacts your ability to serve your community. Our specialized approach helps Canadian not-for-profits maximize resources while maintaining the highest standards of fiduciary responsibility and CRA compliance.
01
Liquidity & Reserves
Can your organization weather a disruption without compromising programs?
02
Revenue Diversification
Are you dangerously reliant on a single donor, grant, or funding stream?
03
Program Efficiency
Are resources reaching your mission, or being absorbed by overhead?
04
Governance & Controls
Does your board have the policies and oversight practices it needs?
05
CRA Compliance
Are your tax filings, receipting, and charitable activities fully in order?
We speak Purpose-Driven
We've dedicated our practice to serving Canadian registered charities, foundations, and not-for-profit organizations. This specialized focus means we understand your unique challenges, CRA compliance requirements, and provincial regulations.
Canadian Sector Expertise
Built for nonprofits and not adapted from corporate financial consulting. We have deep knowledge of Canadian not-for-profit regulations and best practice.
Mission Alignment
We help align your investment strategy with organizational values through ESG screening, socially responsible investing (SRI), and impact investing that reflects Canadian priorities and values.
Practitioner Experience
Our advisors have worked inside nonprofits. This means we know the intricacies and pressures firsthand.
Independent Fiduciary
We serve as a CIRO-registered investment adviser, holding ourselves to the highest fiduciary standard and acting solely in your organization's best interest under Canadian law, while maintaining CIPF protection.
Ready to Strengthen Your Financial Foundation?
Let's begin with a Financial Health Assessment for a clear, objective picture of where your organization stands, and a roadmap for where it needs to go.