Enabling a better client experience while managing enterprise risk
Canadian FinTech is growing. Domestic banks and financial institutions (FIs) actively partnering with FinTech firms and incubators have the ability to use complex analytics to cross-sell existing customers and target key buyer values.
With the rise of reliance on Fintech relationships comes an increase in operational and financial risk, which has prompted dominant organizations to hold their service and application providers to a high level of control and IT governance standards. Still, significant opportunities exist with talk of creating equity banks to increase domestic venture funding, collaboration between universities, financial insitutions and FinTech firms, and creating regulatory sandboxes for startups to foster innovation.
BDO's professionals guide our FinTech clients through this ever-changing industry with services ranging from Service Organization Control (SOC) audit services to tax structuring and government Incentives. We also provide IT governance and security services to ensure data and systems are secured and protected. And to help our FinTech clients achieve the sustained growth they expect, we often bring in BDO's comprehensive StartSmart suite of services.
With offices across Canada, we leverage an approach that combines responsive service, accessibility, and an unfailing commitment to our clients' success. Our integrated global network provides guidance from an international perspective to deliver exceptional client service.
Featured insights and offerings for the fintech industry
Resources to support your business
Start Smart
The startup stage takes significant time, effort, and focus. Having a team of experienced professionals who understand your entrepreneurial vision and match it with tailored guidance and solutions clears the path to success.
Learn moreScale Smart
When technology companies are at the scaleup stage, they need experienced, reliable support. With a team of professionals across assurance, tax, and advisory services, we can provide that critical assistance to scaling tech companies and accelerate their growth.
Learn moreCreating a smooth path to funding for technology companies
Technology companies need to make good governance a priority to improve funding opportunities, which drives growth and innovation. What governance practices matter at each stage of growth?
Learn moreFunding for digital solutions
Business leaders know the benefits of digital solutions: increased efficiency, data-driven insights, and many other advantages. But finding the funds to implement significant digital transformation can be a challenge.
We can help your company secure critical subsidies, zero-interest loans, grants, and other funding to support your digital transformation journey, leverage digital solutions, and drive innovation.
Find out howBusiness stages for the fintech industry
Growth strategies designed to match your business model, your goals, and your expectations.
Grow, expand & acquireSeamlessly transition your enterprise through three critical stages: succession planning, valuation optimization, and a strategic transaction.
Exit, transition & sellGuidance and advice that service the fintech industry
BDO's CFO & Controllership Services help organizations of all sizes find the right senior-level financial support at the right time. Whether you need to fill a short-term talent gap, or you need ongoing strategic support for financial planning and analysis, our professionals provide a consistent, collaborative approach, ensuring that services match the unique needs of each client.
When you're entering a complex deal, the right information at the right time is critical to ensure quality investment decisions. By conducting thorough research, impartial analysis, and in-depth due diligence, BDO's Transaction Services professionals can provide the insight and data your business needs to make strategic decisions, no matter the complexity or size of the deal.
In today's fast-paced and highly competitive business world, inorganic growth is an important tool in any company's success. We can help turn your growth goals into strategic pathways. With access to global networks and extensive expertise across industries, our M&A team supports mid-market businesses with acquisition strategy development and execution, sale preparation, divestitures, vendor due diligence, and more.
Each business valuation is based on a unique set of factors—financing, business models, acquisitions, re-organizations, succession plans—and requires a thorough understanding of the industries involved. BDO's Chartered Business Valuators (CBVs) bring extensive experience working with owner-managed businesses to large public companies, always taking the time to understand your business and offering tailored services for individual client needs—from financial and tax reporting to transaction and litigation support to complex financial instruments.
BDO's SR&ED and Government Incentives team uses a comprehensive approach to helping clients access funding through critical stages, from early development to global scaling. We work with clients to develop a funding road map to match the appropriate funding to their evolution and to integrate it with their overall capitalization.
In a global economic climate, competing effectively means understanding cross-border issues and taking steps to minimize tax burdens. BDO's International Tax professionals gain an in-depth knowledge of their clients' needs and help them optimize foreign operations while complying with relevant jurisdictions.