Our services & investment
Every engagement is scoped to your institution’s specific needs and regulatory environment. Six services, two certified specialists, zero junior intermediaries.
Six services, mapped to the five pillars
Every engagement is led directly by co-founders Amanda Archibald (CAMS) and Samantha Gooding, with accounting provided by consulting CPA Anike Li. Contact us to scope the right fit.
FINTRAC Compliance Program Design
A complete compliance regime built to your sector and risk profile — appointed officer, written policies, risk assessment, training, and the two-year review — documented and audit-ready, never a template.
AML Risk Assessments
A defensible assessment of your full exposure — clients, products, channels, and geography — modelling inherent vs. residual risk that holds up under examination.
Policy & Procedures Writing
Complex AML/ATF legislation turned into clear, usable policies — rigorous enough for FINTRAC and current with the reforms under Bill C-12, the Strengthening Canada’s Immigration System and Borders Act, and new sanctions mandates.
Independent Effectiveness Audits
An objective, independent test of whether your program actually works — delivered with a documented gap analysis and a remediation plan, satisfying FINTRAC’s two-year requirement.
Specialized Accounting Oversight
Financial reporting, tax risk, and compliance combined — led by consulting CPA Anike Li — surfacing fiscal vulnerabilities before CRA or an external audit does.
Regulatory Training Programs
Training built to your sector and your team’s roles — keeping compliance officers and front-line staff current on their 2026 obligations.
Senior expertise on every deliverable
Service investment & pricing
Every engagement is scoped to your institution’s size, complexity, and regulatory environment. The tiers below reflect our service structure — contact us for a custom proposal.
All pricing is custom-quoted based on institution size, complexity, and scope. Book a free discovery call for a tailored proposal.
Ready to get a custom proposal?
Book a free 30–45 minute discovery call. We’ll assess your gaps and scope a proposal tailored to your institution.