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!

SR&ED Financing (Banks & Private Firms)

c/o Zach Gaunce
90 Sparks St., Second Floor
Ottawa, ON
Telephone: 613-564-4373

Finalta Capital
c/o Patrick Des Marais
3131 boulevard St-Martin Ouest, Bureau 500
Laval, QC
H7T 2Z5
Telephone: 514-369-2221

One Key Financial
c/o Darryl Duncan
President & CEO
Ottawa, ON
K1G 3J1
Telephone: 613-402-1KEY (1539)
Ottawa firm with national client base.

Policy Analysts & Advisors

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.

IGS Logo (Small)

Accountants & 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


Tucker Professional Corporation – Greater Toronto Area and SouthWest Ontario