OUTSOURCING SOLUTION AND FINANCIAL ADVISORY SERVICES
We are a firm specialized in consulting, outsourcing, and regulatory, operational, and accounting solutions, dedicated to SMEs in the financial sector in Canada.
- Outsourcing: synonym of significant savings
- Collective experience at work
- Confidence and trusted protection
- Partnership based on human values
+
10
years of customer service
Our services
Outsourcing
We offer financial outsourcing services, including a part-time regulatory CFO, accounting, regulatory compliance, and ongoing support for registration with regulatory bodies.
Consultation
We offer regulatory compliance consulting services, including operational optimization in accordance with securities regulations, support during external inspections and audits, as well as robust solutions for anti-money laundering.
Solutions
We offer comprehensive services, including assistance with business registration as dealers or advisers, in-depth AML compliance reviews, and the innovative ‘Broker in a Box’ program, which optimizes operations, compliance, and strategy through multidisciplinary expertise.
Trust, integrity and expertise: the pillars of our partnerships.
The securities and asset management industry is at the heart of the global economy. We support this economy by helping the players who shape it.
The customers we serve
Customers who place their trust in us
A specialized team
Our consultants
For an exploratory meeting
We would be delighted to discuss with you the various ways in which we can support you, whether for your outsourcing needs, consulting or in the search for customized solutions.