Best 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.

Meet the standout finance consultancies shaping the future of financial strategy.

Aloe Finance

Website

What they do:
Aloe Finance provides flexible fractional CFO and controllership services for early-stage and growth companies. Their work focuses on helping founders take control of their numbers, professionalize financial operations, and prepare for fundraising, audits, and exits.

Who they work with:
Canadian tech startups, DTC brands, and fast-scaling businesses across multiple industries.

Operating model:
Canada-based, fractional finance model that scales with the company’s stage, combining big-firm rigor with startup-speed execution.

💡 Why they stand out:
📊 Built specifically for Canadian startups
🧩 Combines corporate finance depth with nimble operations
💰 Strong track record in due diligence, funding, and exits

Michael Galloro — Managing Partner, Aloe Finance

‍Michael Galloro, CPA, is a former partner at a national advisory firm who brings decades of accounting and corporate finance experience to Aloe Finance. Known for his calm, strategic leadership during high-stakes moments, he helps founders clean up reporting, structure capital raises, and build investor-ready finance functions.

Berkshire International Finance

Website

What they do:
Berkshire International supports companies with cross-border M&A, capital raising, and long-term growth strategy. Their work focuses on structuring and closing complex, high-value transactions.

Who they work with:
Canadian founders, boards, and executives pursuing international expansion, acquisitions, or major financings.

Operating model:
Toronto-based strategic finance advisory with a strong global network and deep transaction execution expertise.

💡 Why they stand out:
🌍 Specialists in international M&A and capital raising
🤝 Trusted during sensitive, high-stakes negotiations
📈 Deep global deal network

John Figliolini — President, Berkshire International Finance

‍John Figliolini brings more than two decades of investment banking and corporate finance experience. Known for precision and discretion, he is a steady hand for boards and CEOs navigating complex cross-border transactions.

Vaquita Consulting

Website

What they do:
Vaquita Consulting delivers CFO advisory and back-office support for social enterprises, nonprofits, and mission-driven organizations, helping them become financially strong without compromising their values.

Who they work with:
Impact-focused organizations, nonprofits, and social enterprises.

Operating model:
Canada-based, values-first finance firm combining modern financial tools with collaborative advisory.

💡 Why they stand out:
🌱 Deep expertise in impact and nonprofit finance
📊 Tech-forward dashboards and bookkeeping
🤝 Long-term, relationship-driven model

Jeffrey Friedman — Co-Founder, Vaquita Consulting

‍Jeffrey Friedman blends investment management with social innovation, helping impact organizations build financial sustainability. Clients value his ability to demystify numbers while respecting mission and culture.

Kwantum Advisory

Website

What they do:
Kwantum Advisory provides strategic fractional CFO services to startups and technology-driven businesses, helping them move from tactical finance to long-term planning.

Who they work with:
Canadian tech startups and SaaS scaleups.

Operating model:
Canada-based boutique CFO firm delivering data-driven financial models and investor-ready reporting.

💡 Why they stand out:
💻 Strong focus on Canadian tech and SaaS
📈 Growth-stage financial modeling expertise
💬 Investor and due-diligence readiness

Wilson Kwan — Founder, Kwantum Advisory

‍Wilson Kwan is a respected startup CFO known for building resilient financial models that stand up to investor scrutiny. Calm, clear, and experienced, he is a trusted partner in executive rooms.

KSV Advisory

Website

What they do:
KSV Advisory provides restructuring, turnaround, and financial advisory services to companies in distress or transition.

Who they work with:
Canadian mid-market companies across retail, real estate, healthcare, and more.

Operating model:
Canada-based restructuring and insolvency advisory firm with hands-on execution.

💡 Why they stand out:
🧩 Specialists in restructuring and creditor negotiations
⚙️ Pragmatic, execution-focused recovery work
🏢 Wide industry coverage

Bobby Kofman — President, KSV Advisory

‍Bobby Kofman is a leading restructuring advisor known for balancing creditor demands with long-term business survival. His reputation is built on diplomacy, urgency, and creative problem-solving.

Jacobsen Financial

Website

What they do:
Jacobsen Financial offers tax planning, accounting, and financial coaching for small businesses and family enterprises.

Who they work with:
Canadian small business owners and entrepreneurs.

Operating model:
Local, virtual-friendly advisory blending tax, accounting, and coaching.

💡 Why they stand out:
📚 Strong focus on small business education
🧾 Tax, accounting, and coaching in one firm
⏱️ Flexible, founder-friendly support

Steph D. Jacobsen — Founder, Jacobsen Financial

‍Steph Jacobsen is a tax planner and financial coach known for her warm, jargon-free style. She helps small business owners stay compliant while building confidence and long-term security.

Villeneuve Financial Consulting

Website

What they do:
Villeneuve Financial Consulting provides financial modeling, risk management, and capital strategy for mid-market companies.

Who they work with:
Canadian businesses planning expansion or major financial change.

Operating model:
Canada-based boutique consultancy focused on long-range planning and investor alignment.

💡 Why they stand out:
📊 Deep expertise in financial projections
📈 Expansion and growth-stage strategy
🤝 Strong investor communication

Guy Villeneuve — Founder, Villeneuve Financial Consulting

‍Guy Villeneuve brings over 30 years of investment and consulting experience, helping companies secure funding, manage risk, and improve profitability through clear, analytical advice.

Krystal Growth Partners

Website

What they do:
Krystal Growth Partners combines private equity investing with hands-on advisory to help businesses grow sustainably.

Who they work with:
Western Canadian entrepreneurs and growing businesses.

Operating model:
Vancouver-based hybrid firm providing both capital and operational support.

💡 Why they stand out:
💼 Capital plus consulting model
⏳ Long-term investment horizon
🤝 Values-aligned partnerships

Terry Holland — Managing Partner, Krystal Growth Partners

‍Terry Holland is an investor and operator who works shoulder-to-shoulder with founders to build lasting companies. His style emphasizes ethics, patience, and partnership.

Kube Consulting

Website

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.

What they do:
Kube Consulting offers end-to-end finance and accounting services, from bookkeeping to CFO-level planning.

Who they work with:
Small to mid-sized businesses seeking modern, cloud-based finance support.

Operating model:
Canada-based, tech-enabled firm delivering finance services virtually.

💡 Why they stand out:
🧾 Full-stack finance from bookkeeping to CFO
☁️ Cloud-based delivery
🤝 Strong onboarding and retention

Carl Nolet — Founder, Kube Consulting

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.

Website

What they do:
CognitiveSeven provides strategic finance and operational advisory for companies navigating growth, innovation, or transition.

Who they work with:
Canadian founders, CFOs, and scaling businesses.

Operating model:
Canada-based strategic advisory firm focused on aligning operations with financial outcomes.

💡 Why they stand out:
📈 Finance for high-growth companies
⚙️ Strong process improvement focus
🧭 Mission-aligned metrics

Glen Bastedo — Managing Director, CognitiveSeven

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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