Our Story & Mission

Built for the Complexity That Spreadsheets Could Never Handle

A specialist firm focused entirely on intercompany transaction financial planning across corporate groups.

For decades, finance teams inside multi-entity corporations wrestled with the same problem: no dedicated support for the financial planning challenges unique to intercompany transactions. General advisors offered general answers. Spreadsheets multiplied. Audit exposure grew quietly in the background. This firm was founded to address precisely that gap — bringing structured, technically rigorous financial planning discipline to the intercompany space, where cost allocations, transfer pricing alignment, and entity-level reporting demand a different kind of attention.

Talk to Us Our Services

Regulatory-aware planning approach

Transfer pricing focus

Canadian corporate framework

Why This Firm Exists

Before specialized intercompany financial planning existed as a discipline, most corporate finance teams improvised. They borrowed frameworks from personal finance, adapted general accounting tools, and hoped that year-end reconciliations would smooth over the inconsistencies. They rarely did. Internal audits flagged allocation mismatches. Tax authorities questioned transfer arrangements that lacked documented planning rationale. And finance directors spent months each year untangling transactions that should have been structured clearly from the start. This firm was founded in direct response to that pattern. The founding team had spent years inside large Canadian corporate groups, watching the same problems recur across industries — manufacturing, technology, professional services, real estate holding structures. The root cause was consistent: no one was planning intercompany transactions with the same rigor applied to external financial relationships. From the outset, the focus was narrow by design. Intercompany transaction financial planning is not a sidebar service here — it is the entire practice. That specialization shapes how engagements are structured, how analysis is conducted, and how documentation is prepared. Clients working across multiple Canadian entities, or managing cross-border intercompany flows, bring problems that general advisors often cannot fully scope. This firm was built to scope them precisely. Over time, the client base has grown steadily — drawn from finance departments that have outgrown improvised approaches and need a structured planning partner who understands the specific regulatory and operational dynamics of intercompany financial management in the Canadian context.

See Our Work

100% Specialized: Intercompany Focus Only
Every engagement centers on intercompany transaction planning exclusively
Multi-Industry: Sector Experience Depth
Serving corporate groups across manufacturing, technology, and real estate
Cross-Border Ready: Canadian and International Flows
Planning frameworks built for both domestic and cross-border intercompany structures
Structured Process: Documented Planning Methodology
Each engagement follows a consistent three-phase review and planning process

What Guides the Work

Every intercompany engagement involves competing pressures — tax efficiency, regulatory alignment, operational clarity, and entity-level accountability. These four principles shape how the firm navigates those pressures without cutting corners.

Precision Over Speed

Intercompany transactions sit at the intersection of tax law, corporate governance, and operational finance. Errors compound across entities and across reporting periods. This firm approaches every allocation analysis and every cost-sharing structure with deliberate, methodical care — not because speed is unimportant, but because a planning error discovered at audit costs far more than the time saved rushing the original work. Documentation is thorough. Assumptions are stated. Conclusions are defensible.

Regulatory Vigilance

Canada's transfer pricing rules, the Income Tax Act provisions governing related-party transactions, and CRA audit priorities shift over time. Staying current is not optional — it is the baseline. The firm monitors regulatory developments, reviews technical guidance from the Canada Revenue Agency, and adjusts planning frameworks when the landscape changes. Clients are informed when something affecting their intercompany structure warrants attention, before it becomes a problem rather than after.

Structural Integrity

Short-term convenience should never compromise the structural soundness of an intercompany arrangement. Finance teams sometimes accept informal cost allocations or undocumented intercompany loans because formalizing them feels burdensome. The firm's position is consistent: structures that cannot withstand scrutiny are structures that carry hidden costs. The planning work done here is designed to hold up — under internal review, under external audit, and under the evolving expectations of Canadian tax authorities.

Client-First Clarity

Technical rigor means nothing if the client cannot act on it. Intercompany financial planning often involves complex analysis — entity mapping, arm's length benchmarking, allocation methodology design — but the outputs delivered to clients are written for finance directors, not only for tax specialists. Every report, every planning recommendation, and every follow-up communication is structured to be clear, actionable, and grounded in the client's actual operational context.

The People Behind the Planning Work

The firm's team is deliberately small and deliberately senior. Intercompany financial planning requires judgment that accumulates over years of working inside complex corporate structures — not volume capacity. Each team member brings deep experience in a specific dimension of the intercompany planning discipline, and engagements are staffed to match expertise to problem type rather than to billing availability.

Margaret Osei-Bonsu, CPA, CGA — Lead Intercompany Planning Adviser

Lead Intercompany Planning Adviser and Practice Director

Toronto, Ontario, Canada

Margaret leads the firm's client engagements and oversees the planning methodology applied across all intercompany advisory work. Her background spans years of in-house finance roles inside large Canadian corporate groups before transitioning to advisory practice. She developed the firm's three-phase engagement model — scoping, analysis, and documentation — which structures every client project from initial review through to final deliverable. Her focus is on building intercompany arrangements that are operationally workable and regulatorily defensible.

Core Planning Expertise

Transfer pricing methodology design Related-party cost allocation frameworks CRA audit documentation standards Multi-entity corporate group structuring

David Tremblay, CPA, CA — Transfer Pricing Specialist

Senior Transfer Pricing and Compliance Specialist

Montreal, Quebec, Canada

David's work sits at the technical center of the firm's transfer pricing practice. He leads benchmarking analyses, prepares contemporaneous documentation for related-party transactions, and advises on the arm's length standard as applied under Canadian tax law. Before joining the firm, he spent years in the transfer pricing group of a national accounting organization, where he developed particular expertise in cross-border intercompany financial flows between Canadian parent entities and foreign subsidiaries. His work is precise, citation-heavy, and built to withstand scrutiny.

Technical Specializations

Arm's length benchmarking analysis Intercompany loan pricing review Section 247 documentation compliance Cross-border transaction planning

Priya Nandakumar, MBA — Entity Mapping and Allocation Analyst

Intercompany Allocation and Entity Relationship Analyst

Vancouver, British Columbia, Canada

Priya manages the analytical layer of client engagements — translating complex multi-entity structures into clear maps of intercompany flows, shared cost pools, and allocation methodologies. Her background combines corporate finance analysis with operational planning, giving her an unusual ability to see both the financial and the organizational dimensions of intercompany problems. She builds the planning models that underpin the firm's recommendations, and she works directly with client finance teams during the data-gathering and scoping phases of each engagement.

Analytical Focus Areas

Corporate group entity mapping Shared services cost allocation design Intercompany reconciliation review Financial planning model development

James Okello, LLB, LLM — Tax Law and Documentation Adviser

Tax Law Adviser and Regulatory Documentation Lead

Ottawa, Ontario, Canada

James brings the legal dimension to the firm's planning work — reviewing the regulatory basis for intercompany structures, advising on the Income Tax Act provisions most relevant to related-party transactions, and ensuring that the documentation supporting each planning recommendation meets the evidentiary standards that matter during a CRA review. He monitors technical interpretations and advance tax rulings as they are released, and he flags developments that affect existing client structures. His presence in the team closes the gap between financial planning recommendations and their legal grounding.

Legal and Regulatory Focus

Income Tax Act related-party provisions Intercompany agreement drafting support CRA technical interpretation review Regulatory change monitoring and advisory

Recognition, Credentials, and Professional Affiliations

Awarded 2024

CPA Canada — Recognized Specialist Practice in Transfer Pricing

Acknowledged by CPA Canada as a specialist advisory practice with demonstrated technical depth in Canadian transfer pricing and related-party transaction planning for corporate groups.

Member since 2021

Canadian Tax Foundation — Contributing Member Practice

Active contributing member of the Canadian Tax Foundation, engaging with technical working groups on related-party transaction standards and intercompany financial planning guidance.

Accredited 2022

Better Business Bureau — Accredited Financial Advisory Firm

Holds accreditation from the Better Business Bureau of Canada, reflecting consistent standards of transparency, accuracy, and professional conduct in client engagements.

Affiliate 2023

Society of Tax and Estate Practitioners — Affiliate Member

Affiliate membership recognizing the firm's contribution to the professional development of tax and estate planning standards relevant to Canadian corporate group structures.

Designated 2025

Institute of Internal Auditors Canada — Practice Partner

Designated practice partner status reflecting the firm's collaboration with internal audit professionals on intercompany documentation standards and financial control frameworks.

What Finance Directors Say About Working With This Firm

Corporate finance teams across Canada — from mid-size holding companies to multi-entity manufacturing groups — have brought their intercompany planning challenges here. These are the results they describe.

Before engaging this firm, our intercompany cost allocations were documented in a spreadsheet no one fully trusted. The planning review they completed changed how we approach the whole structure.

Finance Director Manufacturing Group, Ontario

Allocation clarity restored

The transfer pricing documentation they prepared for our cross-border intercompany loans was the most thorough work we had seen. It held up through a CRA information request without a single follow-up question.

VP Finance Technology Holding Company, BC

CRA review passed cleanly

They mapped our entire intercompany flow across seven entities in three weeks. We had never seen our own structure that clearly before. The planning recommendations that followed were grounded and actionable.

Group Controller Real Estate Holdings, Quebec

Seven-entity structure mapped

What distinguishes this firm is the written quality of their deliverables. Every planning memo is documented at a standard that our external auditors recognized immediately as serious, professional work.

Chief Financial Officer Professional Services Group, Alberta

Audit-ready documentation

We had been advised by generalists for years. The difference in depth when working with a firm that focuses exclusively on intercompany financial planning is immediately apparent and genuinely valuable.

Tax Manager Diversified Corporate Group, Ontario

Specialist depth recognized

Start a Focused Conversation

Intercompany Problems Deserve a Dedicated Planning Partner

General advice leaves gaps in the places that matter most — cost allocation rationale, transfer pricing documentation, and entity-level financial clarity. A focused engagement changes that.

Structured three-phase review covering scoping, analysis, and documentation
Transfer pricing and allocation frameworks built for Canadian corporate groups
Clear, audit-ready deliverables written for finance directors and tax advisers

Get in Touch View Services

No obligation on initial contact. All discussions treated as strictly confidential.

Intercompany Flow Mapped $ 487,500.00

8.4%

Jan

Feb

Mar

Apr

May

Jun

Jul

Allocation review completed +$ 142,000.00
Transfer pricing memo filed +$ 98,500.00
CRA documentation ready +$ 247,000.00

Confidential advisory