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Subject Matter Expertise

We have broad subject matter expertise in CFO Consulting, Financial Reporting, and Accounting Advisory. 


The listed topic themes are the ones most finance leaders are interested in, based on our experience. If you have a specific challenge that you would like to discuss. Please reach out to us; we would be thrilled to have a conversation.

Financial Instruments and IFRS 9 Advisory

We have a deep understanding of the complexities of financial instruments. Our extensive experience, built over many years, includes leading and delivering large-scale projects and handling some of the most challenging IFRS 9 interpretation and application issues, including structured finance.
Examples:

  1. Leadership in global treasury and IFRS 9 project rollouts.
  2. Pre-emptive consultations on structured finance products pre-launch and live structuring with lawyers.
  3. Portfolio hedging and hedge accounting (dynamic hedging of interest rate risk).
  4. Macro-economic scenario design, economic variables, and board reporting on expected credit losses.
  5. Complex and simple debt restructuring and supporting negotiation process with financiers.
  6. Consortium and syndicate lending and derivatives accounting.
  7. Derivatives advisory on CFDs, Options, Swaps, Market and Delta Neutral Strategies.
  8. Hedge accounting implementation for FX, commodities, and interest rate risk.
  9. Consultation on setting up financial reporting modules of global treasury and financial markets technology platforms, e.g., Murex and Aladdin.

Banking | Lenders, Credit Unions, and Mid-Market Banks

Deposit-taking is highly regulated, requiring understanding of financial variables and calibrated risk appetite. The CFO office is central to banking.
We have worked with and understand the practical and operational challenges at Domestic Systemically Important Banks (D-SIB) and Global Systemically Important Banks (G-SIB) across multiple jurisdictions around the world. These include matters arising from the trading and banking books, the CFO office, the trading desk, risk and capital management, and capital deployment strategies with macroeconomic input – all focused on the CFO office as the center point.
Examples:

  1. Asset-Liability maturity and pricing mismatches, consultation, and risk mitigation scenarios.
  2. Capital, liquidity, and leverage regulations, plus work with CFOs on IRRBB (Interest Rate Risk on the Banking Book).
  3. Accounting policy formation and procedural manual practical updates and enhancements.
  4. Cost of funding, capital deployment, optimum utilization, and securitization risk-appetite scenarios.
  5. Expected loan losses, macro-economic scenario design.
  6. Interest rate and FX economic hedging and accounting workaround.

Blockchain, Decentralized Finance (De-Fi), Digital Assets, and Fintech | Innovative Business Concepts and Use Cases

We’ve seen many blockchain concepts, from RWA Tokenization to PoS Staking. We are experts in Blockchain Finance, PoW, PoS Protocols, and Digital Assets.
CFO challenges in the blockchain world are quite unique. As the blockchain landscape is vast and rapidly growing more complex, out-of-the-box thinking becomes essential for developing agile solutions. We pride ourselves on our extensive knowledge in blockchain CFO advisory, which we believe is top-notch not only in Canada but also across North America and beyond. Over the past 10 years, we’ve had the pleasure of helping with innovative and diverse use cases, including capital raises and many other exciting projects involving multiple stakeholders.
Examples:

  1. Bitcoin Banking (structured deposit and lending products).
  2. PoS Delegated Staking and Revenue.
  3. SAFT Issuers (Simple Agreement for Future Tokens) and Initial Coin Offers.
  4. Bitcoin Miners.
  5. Integration of AI with Blockchain/Cryptocurrency.
  6. Real World Asset (RWA) Tokenization.
  7. Cryptocurrency Dealers and Brokers.
  8. Not-for-Profit Foundation Structures, Reverse Takeover and Public Offering.
  9. Non-Fungible Token Issuers.
  10. The GENIUS ACT, USD Stablecoin Adoption: End-to-end diagnostic, target operating model, and impact assessment for banks and hyper-scalers contemplating the creation of finance and accounting infrastructure.
  11. Forensics Review: Around financial reporting and accounting rules, including fact-finding reports on dispute resolution and mediation.

Accounting Standards | Opinions, Interpretation, Application, and Litigation Support

Solving accounting standards interpretation matters is our bread and butter. Over the past 20 years, there possibly hasn’t been an IFRS issue we haven’t solved or assisted with. IFRS and other accounting frameworks have evolved significantly since the 2007 global financial crisis; we have been front and center on many large-scale, medium, and small projects covering the full accounting standards literature across multiple global jurisdictions.
Examples:

  1. Accounting change projects, such as IFRS 9 Financial Instruments, IFRS 15 Revenue Recognition, and IFRS 18.
  2. IFRS-GAAP conversion projects. Expertise in US GAAP to IFRS, ASPE to IFRS, and ASPE to US GAAP.
  3. Pre-emptive accounting analysis. Product development stage while collaborating with legal and business experts.
  4. Accounting interpretation and consultation, long-form memoranda (whitepapers), and external audit readiness support.4. Accounting opinions on a range of topics within the IFRS literature, including financial instruments.5. Litigation support and reviews, including opinions rendered in an expert capacity.

Balance Sheet Strategy and Resilience

This is a highly specialized area with deliverables tailored to business needs. It includes consulting on current and future states, understanding how sensitive the financial position has been during past crises, and evaluating reaction time scenarios as well as the capacity to adapt smoothly to emerging constraints under shock conditions.

We believe that prudence and responsible risk-taking should guide this area. We collaborate with like-minded finance leaders and businesses interested in making their financial positions more future-proof.

Comprehensive CFO Advisor

We provide consulting services to Corporate Leaders, CFOs, and Finance Leaders on business and financial matters. We have found that abstract frameworks often develop through ongoing dialogue and consultation.
Having a subject matter expert in the room helps navigate the process of generating an idea. Staying on point and staying in the lane is not easy. Achieving the outcome requires focus and measured goals.
Our knowledge base is broad within the CFO domain. We bring understanding of value drivers, risk mitigation, capital markets & banking instruments, technology & blockchain, plus M&A and integration experience.

Strategic Non-Routine Projects

High-impact one-off projects requiring precision and depth of subject matter expertise. Practical expertise in handling live deal situations representing the CFO office.

Examples:

  1. Bond financing structures for Carbon Capture initiatives. Among other financing models, the Government of Canada, through its Canada Growth Fund, has invested in unique financial structures with payoffs spanning multiple decades. We have experience solving structural problems with financial instruments from a balance sheet resiliency standpoint.

  2. Green Bonds, Bond Prospectus, and Other Prospectus Filings under Canadian and global rules for the respective Exchanges, in line with corporate regulations.

  3. IPO Readiness projects with the CFO as a focal point. Multiple streams with 9–12-month programs.

  4. End-to-end advisory on Enterprise Resource Planning (ERP) implementation, specifically the finance and accounting modules that impact the CFO mandate, such as the IFRS 15 module in the Workday solution and Treasury-Derivatives-Investment integrated platforms such as Aladdin and Murex.

  5. Presentation and workshop sessions for senior leaders, audit committee members, and board of directors on unique topics and evolving trends.

Mergers, Spin-Offs, Acquisitions, and Divestitures

Experience leading transaction accounting and financial reporting on some of Canada’s largest M&A deals. We work with financiers, lead arrangers, and legal counsel on live deal structures.