Investment Accounting

Investment accounting services in Toronto, Mississauga, Oakville, Burlington, and Hamilton
Today, individuals are investing and trading in many different ways – typically generating numerous transactions. The CRA requires individuals to report their capital gains every year however, the information available, especially when provided by investment companies may not always be sufficient to comply with these tax filings.

Investment Accounting Services

Mitigating Risk, Ensuring Compliance & Maximizing Capital Gains

With changing tax, accounting, and regulatory legislation, asset management, and investments are constantly evolving. Investments come in many forms. From owning real estate, stocks, bonds, annuities, cryptocurrencies, or alternative and complex products, maintaining accurate reporting for assets can be challenging.

MDP helps individuals comply with tax legislation and keep accurate reporting for their investments, assets and capital gains. We help you save time and frustration by managing your investment tax requirements. Our professional team is at the forefront of the industry, taking advantage of efficient operating structures to help our clients leverage every opportunity they can. We apply a holistic approach by using cross-functional industry expertise to offer comprehensive, integrated investment accounting services that deliver proven results.

We can help you by anticipating challenges, complying with regulations, and staying ahead of the competition.

Our Investment Accounting Services can help you with:

  • Accounting and reporting
  • Asset management
  • Real estate and rental income
  • Stocks, bonds, and investment funds
  • Bank products, options, and annuities
  • Educational savings
  • Alternative and complex products
  • Initial coin offerings and cryptocurrencies
  • Commodity and security futures
  • Insurance
  • Retirement

MDP is distinct from many other accounting firms. Our practice group consists of individuals dedicated to providing the highest quality investment accounting services. We assist individuals with a wide range of private client services across Southern Ontario, including Mississauga, Oakville, Stoney Creek, Hamilton, Burlington, and throughout the Greater Toronto Area.


You have questions. We have answers.
Request a free, no-obligation consultation today.