Financial Services - Toronto, Ontario, Canada
Kwantum Advisory Inc. (KAI) is a financial advisory firm based in Toronto, Ontario which provides Fractional CFO and Interim Management services; Financial Modelling, Forecasting, and Budgeting services; Strategic and Deal Advisory services; and Accounting and Bookkeeping services. Our founder, Wilson Kwan, CPA, CA has over 12 years of public practice experience which includes 7+ years of deal advisory experience at one of the "big four" accounting firms in the role of Vice President. Over the years, he's worked and provided advice to small family-run operations to multi-billion dollar cross-border public companies. He is now focused and committed to helping early-stage, high-growth companies grow, scale, and achieve success!His specialty is in corporate financial strategy which includes stakeholder negotiations, complex scenario analysis, and financial leadership. His exceptional talent is in building 3-statement, multi-year, monthly financial models and KPIs for the purposes of capital raising, investor and lender due diligence, and preparing management for the next level. At KAI, our superpower is cutting through the noise and leading you straight to investor readiness by helping you from the ground up. We offer bookkeeping (if necessary) through financial modelling, financial dataroom preparation, to being your key finance person in key stakeholder meetings providing that much-needed financial storytelling.Let us help you get growth-ready!
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