We provide accounting services tailored to the unique needs and rigorous regulatory requirements of financial services companies, with a particular focus on asset management, insurance and real estate.
After years spent working with clients in asset management, insurance and real estate, we’ve developed a deep background and strong reputation that’s rare among boutique accounting firms, uniquely positioning us to serve the specific needs of companies within each industry.
Many asset managers need to comply with various regulatory requirements from the Ontario Securities Commission (OSC) and other agencies, which includes quarterly financial reporting, working capital calculations, GST/HST for Selected Listed Financial Institutions (SLFI), and general audit support.
Very few firms do this kind of work, which means asset managers either have to do the work in-house, or try to outsource to the big-four accounting firms at a much higher cost. Cassar CPA is one of the few small firms that specializes in this kind of work, providing a more bespoke, hands-on alternative to the big four.
We’ve been working with insurance service providers for years, allowing us to understand the industry’s unique accounting needs and reporting requirements. For instance, we’re familiar with all facets of Registered Insurance Brokers of Ontario (RIBO) requirements, and can help you keep up to date with everything from position reporting to trust accounting.
In recent years the real estate industry has been highly targeted by lawmakers and politicians, making it more important than ever to work with accountants who stay on top of the latest changes and know the industry inside and out.
We work with both real estate agents and investors who want to optimize their tax situation, and specialize in the regulations and nuances of personal real estate corporations (“PREC”).
“Their diligent approach and personal care have saved me thousands of dollars in taxes over the years!”
"You simply won’t get this quality of service from a big firm.”
“I’ve been working with Matt for a while now and I recommend him as much as I can to my friends and family”
“Cassar CPA has saved me a lot of time, money, and headache!”
“We love Matt and his team! We use them for our NFP organization and they’re always fast, flexible, and knowledgeable”
“Fantastic and knowledgeable team with very forward thinking practices.”
"Matt and his team provide clients efficient and speedy turnaround on monthly accounting and year-end services, while at the same time acting as an advisor on various finance matters.”
Book a complimentary 30-minute strategy session to learn how we can help take your business to the next level.
