Premium Consulting for Canadians: Business Strategy, Funding & Compliance — Book Your Free Consultation
We help Canadian founders, SMEs, and mid‑market leaders build resilient strategies, unlock non‑dilutive funding, and meet rigorous compliance standards across provinces, delivering measurable growth with transparent execution, practical playbooks, and senior advisors who understand Canada’s unique regulatory, tax, and grant ecosystems from coast to coast.
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About Our Canadian Consulting Practice
We are a senior advisory team dedicated to Canadian businesses, combining strategy, funding, and compliance expertise with practical execution, bilingual capabilities, and deep program knowledge, helping organizations grow confidently while meeting expectations from boards, lenders, regulators, and customers nationwide.
Strategic Planning for Canadian SMEs
Align leadership, markets, and capital with a pragmatic Canadian strategy that translates ambition into quarterly milestones, risk‑aware choices, and accountable delivery, balancing regional realities, competitive dynamics, and the funding needed to scale sustainably across provinces and sectors.
Diagnostic Strategy Sprint
We begin with a focused sprint synthesizing customer evidence, competitive benchmarks, provincial dynamics, and internal constraints to isolate the few decisive bets that matter most, then convert them into prioritized initiatives with owners, budgets, and expected impact you can actually monitor and manage.
Execution Roadmap and Milestones
Your roadmap organizes initiatives by quarter with interdependencies, resources, and measurable outcomes, incorporating scenario triggers for grant timelines, procurement cycles, and regulatory changes, so teams move confidently from planning to delivery while leadership maintains visibility and proactively addresses risks before they compound.
Performance Metrics and Governance
We define a compact KPI set tied to strategy, implement dashboards, and structure governance cadences that connect weekly execution to executive decision making, enabling course correction when assumptions shift and ensuring credible, evidence‑based updates for boards, lenders, and public program stakeholders.
Funding and Grants Navigation
Build a smart mix of grants, loans, and credits without diluting equity by mapping eligibility, timing, and compliance obligations across federal and provincial programs, then sequencing applications to maximize approval odds and cumulative funding while minimizing administrative burden on your team.
Grant Landscape Mapping (Federal and Provincial)
We profile programs like IRAP, CanExport, CDAP, and provincial funds, align eligibility with your roadmap, assess competitiveness, and design a realistic application calendar with evidence requirements, partner roles, and budget structures that strengthen evaluations while respecting operational capacity and strategic pacing.
IRAP, SR&ED, and Digital Adoption Optimization
Our advisors connect SR&ED technical narratives, IRAP project plans, and CDAP digital adoption roadmaps to your product strategy, ensuring consistent objectives, defensible budgets, and audit‑ready documentation so you capture incentives efficiently while avoiding rework, conflicts, and costly clawbacks after project completion.
Investor Readiness and Non‑Dilutive Stacking
We prepare investor materials, harmonize budgets with grant submissions, and design a stacking approach that respects program rules, avoids double funding, and supports runway extension, giving you a professional, consistent story that appeals to both evaluators and capital partners simultaneously.
Regulatory Compliance and Risk Management
Protect growth by implementing right‑sized controls for CRA, privacy, marketing consent, and sector rules, integrating processes into daily operations so compliance becomes a productivity enabler, not overhead, and leaders gain confidence that audits, renewals, and certifications are consistently met.
CRA, Payroll, and Sales Tax Controls
We establish practical processes for GST or HST, PST where applicable, payroll remittances, T4 and T5 reporting, expense substantiation, and grant cost tracing, creating clean audit trails and simple reconciliations that reduce surprises, improve cash flow predictability, and satisfy lender and program oversight.
Privacy, PIPEDA, and CASL Readiness
Our approach clarifies lawful purposes, consent capture, retention schedules, and breach response, while aligning email marketing with CASL and vendor handling with modern data processing clauses, producing concise policies and staff playbooks that withstand scrutiny without slowing sales or product development velocity.
Quebec Language and Interprovincial Requirements
We map Bill 96 language obligations for customer‑facing materials and employment practices, adapt packaging and signage, and address interprovincial licensing nuances so expansions into Quebec or across Canada proceed without costly rework, reputational risks, or operational delays during launch cycles.
Market Entry and Expansion in Canada
Enter new provinces or verticals with evidence‑based decisions, translating research into positioning, channels, partnerships, and pricing that reflect local buyer realities, procurement processes, and logistics, while ensuring marketing and compliance foundations scale with your footprint and ambitions.
Financial Modeling and Cash Flow Optimization
Make confident decisions with a transparent, linked model that ties strategy to revenue drivers, headcount, costs, and cash, enabling scenario planning, covenant monitoring, and funding alignment so you scale with discipline and fewer end‑of‑month surprises across accounts.
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CDAP Roadmap and Implementation
We deliver a practical digital adoption roadmap with systems selection, integration sequencing, and change management, aligning budgets with CDAP rules and vendor capacity, then support implementation governance to realize efficiencies without disrupting revenue operations or overextending internal teams.
SR&ED Eligibility Assessment and Documentation
Our technical writers capture hypotheses, uncertainties, experimental work, and outcomes alongside time tracking and cost mapping, producing claim‑ready narratives and evidence that align with CRA expectations and withstand reviews while staying truthful, consistent, and efficient for engineering and finance stakeholders.
Cybersecurity and Data Governance Foundations
We assess controls against recognized frameworks, prioritize quick wins like access hygiene and backup testing, and establish data ownership, lineage, and retention policies, strengthening resilience, enabling compliance, and building customer trust without imposing heavy operational friction on frontline teams.
Advisory Services Tailored for Canadian Growth
Choose focused engagements that deliver tangible outcomes, from strategy blueprints to funding readiness and compliance audits, each designed for rapid onboarding, clear deliverables, and measurable impact, supported by senior advisors who translate complexity into actionable steps your team can sustain.
Canada Business Strategy Blueprint
A four‑week engagement that aligns leadership around a clear set of strategic bets, builds a quarterly execution roadmap, and defines KPIs and governance rhythms, giving you a credible, board‑ready plan connected to realistic budgets, risks, and funding options calibrated for Canadian conditions.
C,400
Grant and Funding Readiness Package
We map eligible programs, craft an application calendar, prepare core narratives and evidence, and build a stacking strategy across IRAP, SR&ED, CDAP, and provincial grants, increasing competitiveness while minimizing internal effort and avoiding compliance pitfalls that jeopardize approvals or reimbursements later.
C,400
Compliance Audit and Implementation Kickstart
A practical assessment of CRA, PIPEDA, CASL, and Quebec language requirements with prioritized fixes, templates, and training, followed by implementation support that embeds controls into daily workflows so you pass audits, protect data, and scale without governance bottlenecks or costly remediation.
C,400
Indigenous and Government Procurement Readiness
Win public sector and Indigenous procurement by aligning certifications, past performance, and partnerships with program priorities, crafting compliant, compelling bids, and establishing delivery governance that meets reporting requirements while protecting margins and supplier relationships.
ESG, Sustainability, and Reporting
Integrate pragmatic ESG practices that satisfy customers, lenders, and regulators, focusing on material topics, measurable improvements, and credible reporting that scales as expectations evolve, without creating bureaucracy that distracts from growth or overwhelms lean teams.
Materiality Assessment and Roadmap
We identify issues that matter to your stakeholders, prioritize actions with business impact, and translate them into a practical roadmap with owners and metrics, ensuring ESG drives value creation, risk reduction, and eligibility for programs and procurement with sustainability criteria.
Carbon and Energy Baselines
Our team establishes a defensible baseline for scopes relevant to your operations, implements metering and estimation methods, and selects tools that keep reporting efficient while informing reduction initiatives with clear financial paybacks and co‑benefits customers actually appreciate.
ESG Reporting and Assurance Preparation
We align disclosures to recognized frameworks requested by customers and lenders, build evidence repositories, and prepare for assurance, reducing friction during audits and enhancing credibility with stakeholders who increasingly require consistent, transparent, and decision‑useful sustainability reporting.
Export Readiness and USMCA Cross‑Border Strategy
Expand beyond Canada with structured readiness, tariff awareness, and channel partnerships that respect USMCA rules, logistics realities, and tax nuances, creating a durable growth platform instead of risky opportunistic shipments that strain service quality and cash.
Market Prioritization and Entry Sequencing
We rank markets using demand signals, regulatory friction, buyer access, and partner availability, then design an entry sequence with experiments, minimum viable presence, and resource plans, so teams learn quickly while protecting brand and maintaining healthy economics across borders.
Trade Compliance and Customs Planning
Our advisors clarify HS classification, rules of origin, valuation, and documentation, coordinate with brokers, and establish controls for duty minimization and recordkeeping, preventing penalties and shipment delays while supporting predictable landed costs customers and finance teams can trust.
Cross‑Border Logistics and Tax Structuring
We design logistics flows, Incoterms, and inventory placements, and collaborate with tax advisors on nexus, sales taxes, and permanent establishment considerations, enabling efficient delivery, cleaner compliance, and fewer surprises as volumes scale and partnerships deepen internationally.
Free Consultation and Onboarding Process
Book a no‑pressure conversation to confirm fit, clarify goals, and outline first steps, then move through a structured discovery and proposal that sets scope, outcomes, timelines, and governance so your team gains momentum immediately with full transparency.
15‑Minute Fit Call Booking
Use our calendar to pick a time that works, share a brief context, and meet a senior advisor who listens first, confirms whether we can help, and recommends immediate actions you can take regardless of engagement.
Discovery Workshop and Proposal
We facilitate a focused session to align objectives, capture constraints, and surface risks, then deliver a clear proposal with deliverables, responsibilities, and pricing options, making it easy for stakeholders to approve and start quickly with confidence.
Client Portal and Ongoing Support
Gain access to a secure portal with project plans, documents, and decision logs, receive regular updates, and escalate questions anytime, ensuring progress remains visible while your team gets practical templates and guidance that accelerate execution week by week.