Accounting for Mio LLC Overview A Canadian connect-processing company needed to establish a new financial control group that would better serve its significantly changing needs. With 52% of its business in France, the company was looking to expand internationally and displayed strong growth. It had grown to 11 subsidiaries, including four outside Canada, in five …

Strategy to Talk Overview The client is a global asset management firm that uses a proprietary investment strategy to manage investment portfolios spread across 45 countries. It employs a result-driven methodology by deploying a highly effective equity allocation model to make funds perform better than the market average. It manages portfolios by investing in highly …

Dolore LTD Audit Overview A Dolore LTD has 1000s of Applications running business-critical trading processes with unknown interdependencies across applications. This leads to significant operational risk. Also, it was believed there was a lot of resource inefficiencies and redundancies. This could not be confirmed but was suspected because there was a lack of detailed knowledge …

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Ideas for Investment Overview Why do we treat large lump sums of money different than small monthly amounts? We tend to treat larger amounts in a more thoughtful way. Perhaps that’s why it’s easier for some to save a tax refund even when they struggle to save money month to month. Client: LTD Corp Services: …

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