Investment Holdings

The investment holdings industry has grown significantly over the last 20 years. It contributes to the Canadian economy significantly. But it has also faced a slew of complex issues, especially related to the shifting regulatory landscape. This has presented many challenges to investment firms, with changing MFDA and IIROC requirements, organizations in this industry need someone who can help their business meet tax, assurance, and consulting requirements that come with operating in this industry and carrying brokers and dealers.

The tax, audit, assurance, and advisory professionals at MDP have the expertise and dedication to devise the right solutions for investment firms, brokers, and dealers. We understand the challenges in the industry, from improving transparency, ensuring compliance, changing costs, and ongoing reporting requirements – there is no shortage of complexity. We help our clients overcome their challenges, providing timely, results-focused advice that helps them reach their goals while staying compliant.

At MDP, we recognize that companies in the investment sector have their own unique set of opportunities and challenges. We offer accounting services and business advisory solutions to clients of all sizes, including, but not limited to, investment brokers, dealers, funds administrators, hedge funds, real estate, alternative investments, and more.

Utilizing a multi-disciplinary approach and a commitment to clarity, our team delivers successful solutions to our investment industry clients.

Accounting Services For Investment Holdings

Our accounting firm provides the following accounting and business advisory solutions to the investment holdings industry.

MDP is a leading provider of tax, audit & assurance, business advisory, and accounting services to investment holdings across Southern Ontario, including the regions of Mississauga, Oakville, Stoney Creek, Hamilton, Burlington, and throughout the Greater Toronto Area.


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