Finance Consulting Services in Canada
Canada Finance Consultants
From Vancouver’s west coast enterprise zones to Toronto’s Bay Street financial core, Canada is home to a growing wave of boutique finance consultants reshaping the landscape. These aren't just traditional advisors with a templated pitch—they're part-time CFOs, virtual controllers, fractional strategists, and operational partners offering deep, flexible support to founders and finance teams. This list spotlights some of the most trusted, nimble firms and individuals working behind the scenes to help Canadian companies build smarter, grow faster, and stay financially sharp.
We created this guide with a simple goal: to help founders, executives, and operators discover finance experts who aren’t just qualified on paper, but battle-tested in real-world scenarios. Whether you need an outsourced CFO to prep for a funding round, a virtual controller to clean up your books, or an M&A expert to guide a strategic pivot, these are the pros to call.
Let’s meet the standout finance consultancies shaping the future of financial strategy.
Aloe Finance
Aloe Finance helps early-stage and growth companies take control of their numbers, offering flexible CFO and controllership services that scale as you grow. They work across industries but have deep expertise with tech startups, DTC brands, and fast-scaling businesses looking for strategic finance leadership.
Why They Stand Out:
🔹 Built around a fractional model tailored for Canadian startups
🔹 Combines big firm insights with nimble, real-world operations
🔹 Excellent track record helping founders prepare for due diligence, funding, and exits
Meet the Managing Partner: Michael Galloro
Michael Galloro, CPA, brings decades of accounting and corporate finance expertise to his role at Aloe Finance. A former partner at a national advisory firm, Galloro’s leadership is known for its clarity, calm, and strategic thinking—especially during high-stakes financial inflection points. He’s helped countless founders level up their financial operations, structure capital raises, and clean up reporting for audits and investor relations. He's not just a behind-the-scenes controller; he's a hands-on leader who cares about business viability as much as financial accuracy.
Berkshire International Finance
Berkshire International is a strategic financial advisory firm that supports companies across cross-border M&A, capital raising, and long-term growth strategy. Based in Toronto, their international reach and deal execution experience set them apart from the usual local consultants.
Why They Stand Out:
🔹 Specialists in high-stakes corporate finance and M&A
🔹Trusted by founders and boards during sensitive negotiations
🔹 Deep global network supporting Canadian companies expanding abroad
Meet the President: John Figliolini
John Figliolini has built a career helping companies close complex deals. As Managing Director at Berkshire International, he brings over two decades of experience in investment banking and financial consulting. He’s known for precision, discretion, and a deep understanding of how to structure and close transformative deals—especially in international contexts. Figliolini has earned a reputation for being steady under pressure and fiercely client-focused, making him a trusted partner for boards and CEOs alike.
Vaquita Consulting
Vaquita Consulting provides CFO advisory and back-office support with a strong emphasis on social enterprises, non-profits, and mission-aligned ventures. They're a values-first firm that combines financial acumen with purpose-driven partnership.
Why They Stand Out:
🔹 Deep understanding of non-profit and impact-sector finance needs
🔹 Tech-forward bookkeeping and dashboarding tools
🔹 Emphasis on collaboration, inclusion, and long-term relationships
Meet the Co-Founder: Jeffrey Friedman
Jeffrey Friedman has spent his career at the intersection of finance and impact. Before launching Vaquita, he worked in investment management and social innovation, bringing together private sector efficiency and public mission clarity. Today, he’s known for helping impact-focused organizations become financially sustainable while staying true to their values. Clients often cite his ability to demystify numbers, coach leaders, and offer guidance without ego.
Kwantum Advisory
Kwantum Advisory is a boutique financial consulting firm providing strategic CFO services to startups, scaleups, and technology-driven businesses. Their team helps founders move from tactical finance to long-term financial planning.
Why They Stand Out:
🔹 Sharp focus on the Canadian tech and SaaS ecosystem
🔹 Data-driven financial models tailored to growth-stage companies
🔹 Help companies prepare for investor conversations and due diligence
Meet the Founder: Wilson Kwan
Wilson Kwan is a startup finance veteran and trusted fractional CFO. He’s worked with some of Canada’s top tech scaleups and is known for building resilient financial models that withstand the realities of market volatility and investor scrutiny. A calm operator with a clear voice in executive rooms, Kwan offers not just finance skills but strategic insight grounded in years of direct operating experience.
KSV Advisory
KSV Advisory offers restructuring, turnaround, and financial advisory services to Canadian businesses in transition. They work with companies navigating insolvency, strategic pivots, or operational realignment, and are a go-to name in the Canadian mid-market advisory space.
Why They Stand Out:
🔹 Specialists in restructuring and creditor negotiations
🔹 Known for their hands-on, pragmatic approach to business recovery
🔹 Wide industry reach, including retail, real estate, and healthcare
Meet the President: Bobby Kofman
Bobby Kofman has over two decades of experience in financial restructuring and insolvency services. At KSV, he leads client engagements that require not just technical know-how, but also diplomacy, urgency, and creativity. Kofman is widely respected in the restructuring community for his ability to balance creditor demands with long-term business sustainability. He's a trusted voice in one of the most sensitive areas of finance consulting.
Jacobsen Financial
Jacobsen Financial supports small business owners and family enterprises with personalized tax planning, accounting, and financial coaching. They offer friendly, deeply local service with strategic expertise tailored to Canadian SMEs.
Why They Stand Out:
🔹 Focus on small business success and education
🔹 Combines tax, accounting, and coaching under one roof
🔹 Offers virtual support and flexible scheduling for busy founders
Meet the Founder: Steph D. Jacobsen
Steph Jacobsen is a tax planner and financial coach known for her practical, client-first approach. She brings warmth and clarity to conversations that often overwhelm small business owners. With a strong background in Canadian tax law and small business advising, Steph helps entrepreneurs not only stay compliant but also build confidence and long-term security. She’s especially praised for her accessibility and ability to explain financial concepts without jargon.
Villeneuve Financial Consulting
Villeneuve Financial Consulting supports mid-market Canadian companies with growth planning, risk management, and investment strategy. They specialize in financial modeling and capital structuring for companies at a crossroads.
Why They Stand Out:
🔹 Expert in long-range financial projections and strategy
🔹 Strong experience guiding mature businesses through expansion
🔹 Known for clear communication and investor alignment
Meet the Founder: Guy Villeneuve
Guy Villeneuve has over 30 years of investment management and consulting experience, supporting businesses across Canada. Known for his analytical depth and straightforward advice, he’s helped dozens of clients secure funding, manage risk, and improve profitability. His low-ego leadership style builds trust with boards, management, and investors alike. He’s also an educator at heart, often guiding leaders through the “why” behind the numbers.
Krystal Growth Partners
Krystal Growth Partners is a Vancouver-based private equity and advisory firm focused on partnering with entrepreneurs to grow long-term, sustainable businesses. They provide not only capital, but also strategic and operational support.
Why They Stand Out:
🔹 Hybrid model offering both capital and hands-on consulting
🔹 Long-term investment horizon (not a quick flip mentality)
🔹 Emphasis on partnership and values-aligned growth
Meet the Managing Partner: Terry Holland
Terry Holland is a seasoned investor and operator with deep roots in Western Canada’s business ecosystem. He founded Krystal Growth Partners to build companies, not just invest in them. Known for his long-view thinking and ethical leadership, Terry is a trusted mentor to entrepreneurs navigating scale, succession, and new markets. His philosophy: roll up your sleeves, work shoulder to shoulder with founders, and make decisions based on purpose, not just profit.
Kube Consulting
Kube Consulting provides end-to-end finance and accounting solutions for small to mid-sized businesses. Their services range from bookkeeping to CFO-level planning, with a special focus on tech-forward automation and virtual support.
Why They Stand Out:
🔹 Full-service offering from day-to-day accounting to strategic finance
🔹 Cloud-based systems for remote, seamless delivery
🔹 Known for strong client onboarding and long-term retention
Meet the Founder: Carl Nolet
Carl Nolet is an accountant and finance consultant who blends traditional rigor with modern tech. He’s worked across sectors, helping clients streamline operations and make smarter financial decisions through better systems and forecasting. Carl is widely respected for his ability to translate complex data into actionable insights and his no-nonsense communication style.
CognitiveSeven Consulting Inc.
CognitiveSeven provides strategic finance and operational advisory services for Canadian companies navigating scale, innovation, or transition. They help founders and CFOs align operations with financial outcomes.
Why They Stand Out:
🔹 Strategic finance for high-growth and scaling businesses
🔹 Strong focus on process improvement and team enablement
🔹 Emphasis on aligning financial metrics with the company's mission
Meet the Managing Director: Glen Bastedo
Glen Bastedo leads with process. With a background in both finance and operations, he’s spent years helping Canadian companies optimize their internal systems to better match growth. Glen is best known for making companies "operationally ready" for scale, combining detailed data work with people-first leadership. His clients often credit him for unlocking insights they didn’t know were buried in their processes.
Canada’s Finance Future, One Consultant at a Time
Canada’s financial consulting landscape is thriving with nimble, founder-led firms that prioritize specialized solutions and long-term partnerships. From Toronto to Vancouver, these consultancies bring technical precision, deep industry experience, and a client-first mentality that larger firms can’t always match. Whether you're navigating M&A, restructuring, or financial transformation, the firms featured above represent the sharp, forward-thinking leadership driving Canada’s economy.
Know a standout financial consultant we missed? We’re always looking to spotlight boutique firms across Canada—reach out and let us know.
Read our full guide on How to Hire Financial Consultants
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