We adhere to strict confidentiality standards and handle all client data securely in line with Canadian regulations.
Your accountant focuses on compliance and reporting the past – preparing accounts, filing tax returns, and financial reporting for the Board, AGM, and funders. AVANGUARD focuses on future value – identifying opportunities, implementing solutions, and delivering tangible value.»
Our mission is to transform financial insight and risk into sustained value and resilient growth for our clients. Our vision is a world where leaders focus on core activities while we help them unlock value hidden in risks and numbers.
Our core client segment is mid-sized businesses, i.e., businesses with annual revenue or asset value of circa 10–100 million Canadian dollars. We also serve corporations, government entities, nonprofits, startups, entrepreneurs, and small businesses, especially those that need transformation but cannot afford full-time senior finance or risk management experts.
We are based in Saint John, NB, Canada, and serve clients across Canada and internationally through both remote and in-resident engagements.
If your organization is facing any of the following, you are likely leaving money on the table:
Our services fall under two broad categories, namely financial management and risk management:
Financial management services include:
Risk management services include:
All engagements are governed by formal agreements outlining scope, fees, confidentiality, and liability terms.
We provide full implementation support, including in-resident deployment, training, and execution to ensure results, not just recommendations.
This service gives you access to senior financial and risk leadership on a part-time basis, allowing you to benefit from expert guidance without hiring full-time executives.
Yes. We support individuals, including high-net-worth clients and entrepreneurs, particularly in financial planning, tax optimization, and investment appraisals.
Clients gain improved financial visibility, reduced costs, waste, and error, increased profitability, stronger controls, reduced waste, improved cash flows, better asset utilization and return on investment, insight-driven decisions, and enhanced resilience.
We use structured maturity assessments to quantify cost savings, revenue opportunities, and risk reduction, translating them into measurable financial impact. To take a maturity assessment, go to: https://avanguardbc.com/assessments/
Effective risk management improves decision-making, reduces uncertainty, protects growth, and can significantly enhance the value and profitability of an organization.
Yes. We design and test internal controls that reduce audit issues, fraud risks, regulatory and compliance gaps.
Yes. We help organizations prepare for disruptions through robust business continuity and crisis management frameworks, which include designing business continuity protocols, conducting business continuity management training, preparing business continuity plans, facilitating table-top testing, and real-life simulations.
Our typical customer journey or engagement process is made up of 6 steps as follows:
Yes. We offer a complimentary 30-minute discovery session to explore your needs and identify value opportunities. We also offer a 60-minute consultation to explain the results of the maturity assessment and the implementation roadmap that captures the dollar-value opportunities highlighted in the report. To book a FREE consultation, go to: https://cal.com/advanguardbc/30min?overlayCalendar=true
It is a diagnostic tool that assesses your current capabilities and highlights gaps and opportunities for value creation. Clients are given the option to take one or more of the six (6) maturity assessments available on our website, depending on their needs. These include:
The duration depends on the type of engagement:
We offer flexible delivery models including remote, on-site, and hybrid engagements.
We offer flexible pricing models, including fixed fees, retainers, and success-based pricing where appropriate.
Yes. Our model is specifically designed to be accessible to organizations that cannot afford full-time experts.
We adhere to strict confidentiality standards and handle all client data securely in line with Canadian regulations.
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All engagements are governed by formal agreements outlining scope, fees, confidentiality, and liability terms.
