Best Corporate Finance Consulting Services in Canada
Corporate Finance Consultants
If you’re a founder, CFO, or investor in Canada, you know that corporate finance is more than just spreadsheets and forecasts; it’s about having trusted partners who help you grow, raise capital wisely, navigate acquisitions, and maximize enterprise value.
At Digital Reference, we believe in radical authenticity when it comes to curating partners. So here’s our handpicked list of some of the standout outsourced, part-time, fractional, and virtual corporate finance consulting services in Canada right now.
Whether you’re a SaaS startup prepping for Series A, an industrial business ready for a generational exit, or a PE-backed company looking to optimize your capital stack, these firms bring deep local know-how and real-world experience to the table.
Our Methodology
So, how did we choose these firms? Here’s our simple, transparent filter:
✅ Research-driven: We review local news, public deal records, and verified client feedback.
✅ Client-reviewed: We look for real impact, measurable growth, transactions closed, and returns delivered.
✅ Canada-based: These are real firms with leaders rooted in Canadian business and finance communities.
No fluff. Just trusted people, proven firms, and real stories. Now, let's meet these rising firms!
Broadstone Partners
🔗 Website: https://www.broadstonepartners.ca/
What they do:
Broadstone Partners is an independent, industry-focused advisory boutique offering corporate finance services including M&A, capital raising, recapitalizations, and strategic transaction planning. With over 40 years of combined expertise, the firm advises mid-market Canadian companies with a focus on tailored, high-impact solutions.
Who they work with:
Owner-managed, mid-market firms across consumer, professional services, retail, technology, and renewable energy sectors seeking personalized capital strategy and transaction execution.
Operating model:
Owner-managed, mid-market firms across consumer, professional services, retail, technology, and renewable energy sectors seeking personalized capital strategy and transaction execution.
💡 Why they stand out:
- Corporate finance advisory led by seasoned professionals with deep PwC Canada experience
- Extensive industry knowledge focused on mid-market deals and cross-border strategies
- Proven success in strategic exits, private equity transitions, and founder-aligned transactions
Keith Mosley Founder, Broadstone Partners
🔗 LinkedIn: https://www.linkedin.com/in/broadstonepartnersinc/
With over 40 years of combined expertise in corporate finance, Keith is recognized for delivering strategic advisory services that prioritize alignment with business owners’ goals. His background includes leadership roles at PwC Canada’s Corporate Finance practice, and he’s known for guiding mid-market firms through capital raising, M&A, and recapitalizations with a focus on founder-friendly, tailored solutions.
Glenmore Consulting
🔗 Website: https://www.glenmoreconsulting.net/
What they do:
Glenmore Consulting delivers transaction advisory, valuation, and financial modeling services. They help small and medium-sized businesses tackle complex M&A, growth strategy, and CFO-level advisory.
Who they work with:
They help owner-managed businesses, startups, and private equity groups looking for sharp corporate finance execution.
Operating model:
Glenmore works in lean teams, so clients get direct senior attention, no bloated overhead or junior-only teams.
💡 Why they stand out:
- They specialize in valuations for mergers, acquisitions, and succession planning.
- Trusted by Canadian SMEs for discreet, high-stakes deal support.
- Known for fast-turn, detailed deliverables.
Suren Ramlochun, Founder, Glenmore Consulting
🔗 LinkedIn: https://www.linkedin.com/in/suren-ramlochun-6b73061a8/
Suren Ramlochun is a CFA Charterholder with years of valuation and advisory experience. On LinkedIn, you’ll see his passion for bridging the gap between entrepreneurs and investors. His reputation: calm under pressure, laser-focused on clear financial storytelling that gets deals done.
MacMillan Consulting
🔗 Website: https://macmillanconsulting.ca/
What they do:
MacMillan Consulting focuses on finance transformation and strategic planning for SMEs and growth-phase companies. They help unlock working capital, improve reporting, and build scalable structures for teams who can’t afford bloated in-house finance departments.
Who they work with:
They work with Canadian startups, family businesses, and scale-ups in tech and manufacturing.
Operating model:
Marietjie’s team believes in being an embedded partner; they operate as an extension of your finance team.
💡 Why they stand out:
- Flexible fractional CFO options for high-growth businesses.
- Proven record of supporting successful exits.
- Deep understanding of cash flow dynamics for founders.
Marietjie MacMillan, Founder, MacMillan Consulting
🔗 LinkedIn: https://www.linkedin.com/in/marietjiemacmillan/
Marietjie has built her reputation on realistic forecasting and straight talk with founders. Her LinkedIn showcases a career spanning corporate banking and entrepreneurship. Clients know her for clear advice, practical frameworks, and a commitment to making numbers actionable, not abstract.
Birchwood Consulting
🔗 Website: https://www.birchwoodconsultingfirm.com/
What they do:
Birchwood specializes in corporate restructuring, turnaround, and capital advisory. They specialize in helping companies align financial strategy with operational KPIs. Think dashboards, cash flow forecasting, and scenario modeling.
Who they work with:
They support distressed companies and those looking to pivot or grow under pressure.
Operating model:
Their model is hands-on: they roll up their sleeves and work alongside your team during tough transitions.
💡 Why they stand out:
- Not afraid of complex, messy restructures.
- Proven frameworks for stabilizing operations.
- Extensive lender and investor network.
Kristin Kathiravelu, Founder, Birchwood Consulting
🔗 LinkedIn: https://www.linkedin.com/in/kkathiravelu/
Kristin is known for leading difficult restructures with calm, strategic oversight. Her LinkedIn highlights significant projects in turnaround and insolvency. She brings a balance of empathy and financial rigor, trusted by clients who need an experienced hand in crisis.
Crescendo Accounting & Consulting
🔗 Website: https://crescendoaccountingcpa.ca/
What they do:
Crescendo Accounting & Consulting part accounting firm, part finance strategy hub. They offer a wide range of services in the realm of corporate finance such as financial strategy and planning, corporate taxation, financial reporting and analysis, risk management, Mergers & Acquisitions (M&A), and business valuations.
Who they work with:
They’re a go-to for Canadian owner-operated businesses, especially in construction and professional services.
Operating model:
They combine CPA precision with corporate finance agility.
💡 Why they stand out:
- End-to-end support from bookkeeping to deal closure.
- Focus on clear, timely financial reporting.
- Strong local reputation for personal client care.
Gary Doran, Founder, Crescendo Accounting & Consulting
🔗 LinkedIn: https://www.linkedin.com/in/gary-doran-b54457123/
Gary Doran brings more than tax knowledge; he’s known for practical advice that founders trust. His LinkedIn shows a track record in accounting practice leadership and client education. Gary’s brand: responsive, solutions-focused, and always direct.
Endurance Capital
🔗 Website: https://www.endurancecapital.ca/
What they do:
Endurance Capital takes a partnership approach to growth capital and financial advisory. They offer their corporate finance services to Canadian businesses such as equity raises, recapitalizations, strategic M&A, private equity & investment, and Industry-specific expertise.
Who they work with:
They help mid-sized companies across Canada unlock new capital pathways.
Operating model:
They act as capital advisors, bridging banks, lenders, and investors with clarity.
💡 Why they stand out:
- Strong relationships with Canadian lenders.
- Tailored debt solutions that avoid overleveraging.
- Straightforward fee structures.
Brendan Storey, CEO, Endurance Capital
🔗 LinkedIn: https://www.linkedin.com/in/brendan-storey-a92a456/
Brendan’s LinkedIn reveals a deep network in mid-market lending. He’s known for demystifying complex debt deals, delivering realistic scenarios founders can live with. Clients appreciate his practical optimism and relentless follow-through.
Tandem Business Advisors
🔗 Website: https://www.tandemba.com/
What they do:
Tandem go-to for businesses wanting to untangle messy finance structures. They specialize in fractional CFO services, turnaround consulting, debt advisory, sell-side advisory, exit planning, and succession consulting.
Who they work with:
Canadian owner-operators planning a transition or sale.
Operating model:
They focus on preparing owners for a clean, value-maximized exit.
💡 Why they stand out:
- Clear succession roadmaps.
- Expertise in owner-managed and family businesses.
- Personal guidance from valuation through closing.
Bassam Sabbagh, Founder, Tandem Business Advisors
🔗 LinkedIn: https://www.linkedin.com/in/bassam-sabbagh-a403454/
Bassam’s background in M&A and business development comes through clearly on LinkedIn. He’s known for helping owners make life-changing exit decisions with confidence. Clients trust him for directness and a steady hand during complex transitions.
MC2 Business Advisors Inc
What they do:
MC2 Business Advisors provides full-suite strategy and corporate finance advisory, including M&A advisory, divestitures, financing strategy, valuation, and growth planning. They act as fractional financial advisors for businesses across multiple life-cycle stages.
Who they work with:
Small to mid-size Canadian enterprises, particularly in technology, healthcare, food & beverage, retail, hospitality, and manufacturing, needing corporate finance planning and execution
Operating model:
They match clients with the best advisor fit—no hidden bias.
💡 Why they stand out:
- Boutique, founder-led advisory where senior principals lead project execution
- Cross-industry experience with practical strategy and transaction support
- Ideal fit for growth businesses exploring M&A, capital strategy, or exit readiness
Caroline Copeman, Managing Director, MC2 Business Advisors Inc
🔗 LinkedIn: https://www.linkedin.com/in/carolinecopeman
Caroline is a seasoned leader in business advisory, dedicated to delivering strategic guidance that drives growth and clarity for clients. With a strong focus on honest communication and tailored solutions, she is recognized for fostering trusted partnerships and empowering businesses to achieve their financial and operational goals.
Pinnacle Accounting and Finance
🔗 Website: https://www.pinnacleaf.ca/
What they do:
Pinnacle Accounting and Finance is a firm that provides a wide range of accounting and finance services, including corporate finance offering fractional CFO, financial planning, and controller services.
Who they work with:
Small and mid-sized businesses needing scalable finance leadership.
Operating model:
Their flexible service means you get senior finance horsepower without a full-time CFO price tag.
💡 Why they stand out:
- Known for responsive, day-to-day financial support.
- Expertise in scaling finance processes.
- Excellent client retention.
Chris Burylo, Founder, Pinnacle Accounting and Finance
🔗 LinkedIn: https://www.linkedin.com/in/chris-burylo-9018742a/
Chris has built Pinnacle on a promise of high-touch fractional CFO work. His LinkedIn shows a background in both corporate finance and public practice. He’s recognized for making finance approachable for owners who hate jargon.
Thornhill Capital
🔗 Website: https://thornhillcapital.com/
What they do:
Thornhill Capital is known for offering a range of corporate finance services. They specialize in providing strategic advice to businesses in areas such as mergers and acquisitions (M&A), capital raising, and financial restructuring. Their services are typically aimed at helping companies navigate complex financial transactions and improve their overall financial performance.
Who they work with:
Tech startups, cross-border ventures, and companies going global.
Operating model:
They’re known for aligning capital strategies with aggressive growth plans.
💡 Why they stand out:
- Cross-border expertise for Canadian firms expanding abroad.
- Strong capital network.
- Strategic roadmaps for scaling internationally.
Francois Gaudreau, Founder, Thornhill Capital
🔗 LinkedIn: https://www.linkedin.com/in/francois-gaudreau-689a833/details/experience/
Francois’s LinkedIn shows deep roots in international corporate finance. He’s passionate about helping Canadian founders navigate global deals. Known for pragmatic strategies and a global mindset, he’s the go-to for clients with big expansion ambitions.
Final Thoughts from Digital Reference
At Digital Reference, we understand that choosing the right corporate finance consultant is about more than fancy decks and slick proposals; it’s about trust, transparency, and a proven track record.
We hope this curated list helps you find your perfect partner for your next round, deal, or growth plan. For more Canada-specific business insights, keep following our blog.
Stay radically authentic, stay growing.
Explore more from Digital Reference:
- Corporate Finance Consulting Services in the USA
- Corporate Finance Consulting Services in the UK
- Investment Consulting Services in Australia
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