Ensuring accuracy and transparency in your reporting of complex financial instruments
Financial instruments with derivative-like features can introduce complexities in financial reporting. At BDO Canada, we understand that complex securities demand a strong knowledge of financial economics and the application of advanced valuation methods. Accurate valuations of complex financial instruments are crucial for financial reporting, tax, transaction support, and strategic planning purposes. We focus on helping our clients meet their valuation and documentation requirements for these complex securities, ensuring compliance and providing valuable insights to guide their decision-making processes.
Comprehensive and integrated services
Our team of qualified financial instrument professionals, including Chartered Professional Accountants (CPA), Chartered Business Valuators (CBV), and Chartered Financial Analysts (CFA), can help you navigate this intricate landscape. Our team leverages advanced methodologies and deep industry experience to deliver:
- Reliable fair market valuations: We provide accurate valuations for a wide range of instruments, including stocks, bonds, derivatives, employee stock options, senior debt, and other complex securities.
- Seamless audit assistance: Our team helps you navigate and comply with the complex accounting requirements that necessitate financial instrument valuations.
- Integrated accounting advisory services: We guide organizations through complex accounting requirements, including preparing financial statements and disclosures.
- Sophisticated valuation techniques: Our team utilizes binomial models, Monte-Carlo simulations, hedge accounting, and more.
Our service is in your industry
Taking the guesswork out of accounting, tax, and regulatory changes so you can focus on strategies that help you stay ahead of the curve.
Learn moreGuidance on tax incentives, compliance, and more to help your technology company navigate the startup stage—from seeking funding to expansion plans.
Learn moreEncouraging a viable pace of growth so you can meet profit targets through M&A support, fraud prevention, and technology advisory.
Learn moreOther services you may be looking for
The lean finance departments of today require external support, knowledge, and experience. Whether it's investors, management, or auditors who need accurate financial reporting to make informed decisions, BDO's Accounting Advisory professionals communicate the facts that matter and why they matter, simply and clearly.
Our Tax teams advise clients on complex tax matters in Canada and abroad. Drawing on deep experience, we help clients meet regulatory obligations, reduce tax burdens, and navigate complex regulations around the world.
Our service supports the stage your business is in
Modernize the way you run and manage your business to be relevant in today’s digital world.
Evolve, automate & transformGrowth strategies designed to match your business model, your goals, and your expectations.
Grow, expand & acquireMaximize efficiency and performance of existing systems, processes, and people for greater financial growth.
Perform, assess & optimize