Investment funds
Leading with confidence
As trusted advisors to Canada’s mid-market investment funds sector, we help bring clarity, insight and structure to your business. Our experienced professionals understand the complexities of this dynamic industry, and the importance of balancing opportunity with prudent risk management.
Expertly navigating change
Success in the investment funds industry demands more than just technical expertise. It requires a deep understanding of shifting regulations, investor expectations and market volatility. Our audit, tax and advisory teams bring decades of experience serving mid-market investment groups across Canada, offering strategic guidance that helps fund managers stay agile and informed.
Whether you’re responding to regulatory changes, refining your investment strategy or exploring new fund structures, we provide practical solutions tailored to your goals.
Managing assets, maximizing opportunity
The investment funds landscape continues to evolve – from increasing compliance requirements to growing competition and economic uncertainty. We help clients weather these challenges with an informed, forward-looking perspective, providing support you can count on at every stage of the journey.
Our advisors work with a wide range of clients, including:
- Investment managers and fund administrators
- Mutual funds and flow-through funds
- Hedge funds and private equity funds
- Real estate and infrastructure funds
- Alternative investment funds
Together, we’ll help you mitigate risk, strengthen performance and seize new opportunities in an ever-changing market.
Our expertise
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Reach out to your Baker Tilly advisor today to learn more.