Industries - Investment funds


Investment funds

As leading advisors to the mid‑market investment funds sector, Baker Tilly is the ideal partner to bring greater financial clarity and guidance to your business.

It is crucial for advisors to the investment funds industry to understand and address the potential impact of regulatory changes while supporting a fund manager's overall business and investing strategy.

Our audit, tax and advisory professionals have the necessary expertise and insight to do just that, having served mid‑market investment groups in Canada for decades. We offer dedicated and highly talented partners and professional staff who will devise solutions specifically tailored for your business.

Managing assets

At Baker Tilly, we recognize the investment funds industry has its own unique set of opportunities and challenges, including, evolving regulatory requirements, market turbulence and a changing competitive landscape.

This environment requires an advisor with a balanced perspective of the industry, as well as the talent to address financial and strategic business concerns to mitigate risk.

We offer enhanced advisory services to clients of all sizes, including investment managers, funds administrators, mutual funds, flow‑through funds, hedge funds, private equity funds, real estate funds, infrastructure funds and other alternative investment funds.

Our fund and fund manager services include:

  • Audit and assurance
  • Fund accounting and financial reporting support
  • Tax advice and compliance
  • Risk management and control
  • Transaction advice to help effectively structure mergers and acquisitions
  • Offerings memorandum and prospectus support
  • Valuation support
  • Corporate governance
  • Addressing new and/or changing accounting standards and developments for the effective transition to International Financial Reporting Standards (IFRS)
  • Responding and reporting to provincial securities commissions
  • Business strategy and modelling

Connect with your Baker Tilly advisor to learn more.

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