Forbes Andersen LLP

About Us

Founded in 1982, we are a full-service accounting firm with over 40 years of experience in advising individuals and businesses, including investment advisors and portfolio managers. Our firm consists of a team of 35 professionals, including 7 partners, with expertise in audit, accounting, Canadian and US tax, and financial management.

We are committed to achieving the highest level of client satisfaction and believe that our team-based approach maximizes the value of the services we provide to our clients. We bring a human touch to every financial challenge, offering customized and strategic guidance that addresses current needs while aligning with our clients’ long-term goals.

Our focus is on building enduring partnerships with our clients, grounded in personalized service and a deep understanding of their financial goals. At Forbes Andersen LLP, we strive to empower clients with strategic advice and forward-thinking solutions, helping them navigate complexities and unlock new opportunities for growth.

We are a member of UHY International, a top 20 accounting and consulting network with offices in over 100 countries.

Services

• Audits – financial statement audits of investment management businesses and funds in accordance with IFRS
• Fund services – tax filings, NAV calculations and distribution planning
• Canadian & US personal and corporate tax filings and planning
• Estate and succession planning