Manning Elliott’s team of financial service specialists have extensive experience working with clients in the asset management, investment fundmutual fund, insurance and alternative investment sectors.

We are here for all your financial statement and audit needs. You can rest assured that our accounting experts know how to handle the pressures and complexities of evolving regulatory and reporting requirements in the financial services industry. 

Manning Elliott’s financial services team works with exempt market dealers and other registrants required to comply with the provision of National Instrument 31-103. 

Our CPAs have both the industry knowledge and insight to help our clients achieve their long and short term financial goals.   

Manning Elliott can provide the following:

  • Audit, tax, and advisory services to Canadian and international investment managers and advisors, investment service providers and insurance professionals

  • Independent valuation review of the fair value of unlisted and non-publicly traded portfolio investments

  • Other business valuation services undertaken by our Chartered Business Valuators

At Manning Elliott, we know it is critical that our CPAs are knowledgeable of the unique securities regulatory requirements for audits specific to the financial services industry. When you bring Manning Elliott on board, you are bringing on a committed team that is determined to reduce your financial service business’ operational costs while identifying strategies to minimize taxes. 

No matter how the financial services industry changes—and it is changing at an increasing pace—Manning Elliott will help you navigate the industry at every step. 

Get to know our Industry Experts: Paul J. Leedham & Fernando Costa

Contact our team