Strategic Advisory

Your Partner in Corporate Decision-Making

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Driving your organization’s growth

In today’s fast-paced business environment, leaders need data-driven insights and a clear understanding of market and competitive frameworks to capitalize on the many opportunities available to their organizations. The ability to build accurate financial models and understand key performance indicators can mean the difference between long-term success or failure.

For nearly a century, our strategic advisory practice has been working with leaders across industries, helping to optimize their business operations, refine financial reporting processes and make informed decisions to achieve their growth objectives. We do it by leveraging our team’s technical excellence in accounting, assurance and tax strategy—all while bringing a personalized approach to every engagement.

Diverse advisory expertise across sectors

You need customized strategies that address your operational challenges, along with the many nuances of your specific industry. Our strategic advisory team is comprised of chartered professional accountants from a diverse range of business backgrounds.

We focus on gaining a fulsome understanding of your business, the people that power it and your competitors. Consider us a key part of your team, working to deliver proactive strategic insights that are designed to highlight challenges and mitigate potential risk. From comprehensive corporate governance reviews to detailed financial analyses, our advisory services are built to drive your success.

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Our strategic advisory services include:

  • Strategic business consulting
  • Domestic and international growth strategy
  • Business valuations and due diligence
  • Risk mitigation review
  • Financial analysis and systems optimization
  • Corporate and tax structuring
  • Business succession planning
  • Estate planning
  • Corporate governance review
  • Operational performance review
  • Corporate change management

Meet your strategic advisory team

Tony Sokic

Managing Partner

416-502-2201 x.1130

Shanon Hawkshaw


416-502-2201 x.2568

Max Ermakov


416-502-2201 x.3400

John P. Seychuk


416-502-2201 x.1115

Contact a member of our team now to discuss your needs

Read our latest perspectives

Read our take on everything from new tax legislation and economic developments to strategic business insights and industry-specific accounting best practices.

Explore our complete service offering

Our specialized service offering caters to a wide range of clients with varying operational needs. We help them manage the following:

Audits, risk management, corporate structuring, advisory, financial statements and reporting

Canadian income and U.S. corporate tax, indirect tax, dispute resolution, strategic advisory, cross-border compliance and corporate structuring

Cross-border and international legal compliance, U.S. corporate tax, U.S. and international tax law, Cross-border corporate structuring

Financial statement preparation and reporting, audit and accounting, reciprocal agreement and corporate fund advisory, operating and reserve fund opinions

Financial statement audit and review, internal control process review, preparation and review of T3010, T2 and T1044 returns, GST/HST compliance and optimization

Family tax planning, corporate structuring and reorganizations, estate and succession planning

What clients are saying about A+M

Adams + Miles helped us prepare our company for sale by structuring it in the proper way to minimize tax liabilities. It was important that we worked with them at the beginning of the process, not while the sale was happening. We tried to be proactive, and they were instrumental that way. I couldn’t have done it without them.
Patrick Portelli
Retired entrepreneur and long-time A+M client
The partners are always available, responsive and take the time for regular check-ins. They talk to us before our annual audit to see if there is anything new happening at our organization or changes they should know about. When we amalgamated with a partner organization in 2021, we could not have done it without them.
Karen Reid
Director of Operations, Ontario Library Service
After our recent AGM I wanted to say that Adams + Miles’ presentation was by far the best financial presentation that I’ve seen. I’ve been in the industry for over 10 years, and also a board member at my condo, so therefore I’ve seen many presentations. Yours this year was excellent, detailed, easy to follow and easy to understand.
Diana Ionescu
Condominium Manager, Crossbridge Condominium Services