We provide a range of finance & business advisory services to rapidly growing small, mid-sized companies and start-ups

Services

⬆️ CFO/Controller Support
⬆️ Finance Transformation
⬆️ Business Plans and Investor Pitch Packs

⬆️ Strategic Planning
⬆️ Financial Governance & Controls
⬆️ Corporate Set Up Services

⬆️ Financial Planning & Analysis
⬆️ Reporting, Forecasting & Modeling
⬆️ Vendor Negotiations & Management

Our Founding Partners

Rajeeve Perera

Rajeeve has over 25 years of professional finance experience in strategic financial planning, financial planning & analysis, operations, and vendor management.

Over the past 15 years he has held numerous leadership positions across multiple industry sectors from big retail (Loblaw, Grand & Toy) to financial services (TD Bank Scotiabank and Foresters Financial). Rajeeve is also an adjunct Lecturer at the University of Toronto School Continuing Education, where he teaches a course in Corporate Finance.

He holds a Master of Business Administration from Boston University and a Bachelor of Business Administration in Management and Finance from the University of Houston.

Colin Joseph

Colin has over 30 years of finance and business leadership experience. His experience includes 10 years in the financial services sector, working for three of the largest banks in Canada and subsequently transitioning into the retail sector where he held finance and business leadership roles at Loblaw and The Bay.

More recently Colin’s focus has been on digital finance transformation where he has successfully delivered on multiple transformation projects.

He holds a Master of Business Administration from Queen’s University, as well as a Bachelor of Business Administration, with a major in Management, from the Northern Alberta Institute of Technology (N.A.I.T).

Our Team

Our qualified and experienced team of CPAs, CFAs and MBAs will provide the necessary guidance and support to grow your business successfully.

Some of our Clients

Our Strategic Partners

What our Clients and Partners are saying about us



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