There are many companies catering specifically to organizations that perform SR&ED. This is by no means a comprehensive list, but it’s a good place to start. Be sure to let them know you were referred by our website.

SR&ED Financing (Banks & Private Firms)

Royal Bank of Canada – Knowledge-Based Industries
c/o Zach Gaunce
90 Sparks St., Second Floor
Ottawa, ON
Telephone: 613-564-4373
zach.gaunce@rbc.com

Finalta Capital
c/o David Leblanc
3131 boulevard St-Martin Ouest, Bureau 500
Laval, QC
H7T 2Z5
Telephone: 514-360-0722
dleblanc@finaltacapital.com

Rapid Capital Corp.
c/o Ryan Kovac
1 Yonge Street #1801
Toronto, ON
M5E 1W7
Telephone: 416-587-7926
ryan@rapidcapital.ca

Consultants

Policy Analysts & Advisors offer strategic policy and planning advice for organizations. They have excellent analytical abilities and a firm understanding of organizational policies and objectives in technology companies. They ensure that documents submitted to the CRA comply with current SR&ED policies, review existing internal policies and processes to ensure they comply with current SR&ED policies, and can advise organizations on how to develop internal policies and processes to document SR&ED work.

The InGenuity Group – Virtual (Online) with a national client base.

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Accounting Firms

Accounting firms with experience in preparing SR&ED financial schedules. Note: These groups may or may not have in-house SR&ED technical specialists.

Logan Katz  – Ottawa

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Tucker Professional Corporation – Greater Toronto Area and SouthWest Ontario

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