From local governments and credit unions to private companies and personal taxes, we've got you covered.


A Dedicated Approach

Traveling to client locations is a commitment our firm made when it first started business. We have always held the perspective that going to where you are, working directly in your communities, and becoming familiar with the environment you work in, is required to conduct an effective audit.

Due to the volume of our audit clients and the variety of their locations, one of the first questions we ask staff prior to hiring them is if they have a car. Going on-site is practical for reviewing records, and it also facilitates very meaningful dialogue with clients and staff. In the end, we feel this extra effort offers our staff and client team invaluable returns.


metrix group dedicate approach

Assurance & Review Engagements

We provide assurance on the financial performance and operations of your business, and help you understand and meet regulatory requirements.

  • Financial statement audits
  • Internal control reviews
  • Assistance with complex accounting and financial reporting matters
  • Corporate governance reviews
  • Risk management assistance

Estates & Trusts


Sometimes it can be overwhelming to deal with the financial affairs of a close family member or friend when they pass away. Metrix Group offers professional services to assist the family and executor in finalizing all tax matters in an efficient and timely manner. We offer planning and advice concerning the transfer of assets to the beneficiaries to minimize the tax consequences. 

We provide the following services:

  • Preparation of the Terminal and Rights or Things Tax Returns
  • Advice on transferring assets
  • Preparation of Trust Tax Returns
  • Advice on family trusts 
  • Assistance in gathering information for the preparation of the probate application
  • Correspondence with other professionals, including lawyers, appraisers, investment brokers and financial institutions
  • Applying for the Clearance Certificate



We are committed to providing accurate and timely financial information to our clients. Meaningful, well-organized financial records ensure that your business will run more efficiently on a daily basis. Metrix Group provides a full range of cost-effective accounting services, including: 

  • General ledger & financial statement preparation
  • Bookkeeping: monthly, quarterly, annually
  • Accounting system set up for new businesses
  • Compilation of financial statements
  • Assurance services
  • Reviews of financial statements
  • Reviews of quarterly financial statements
  • Cash flow
  • Budgets: financial projection and forecasts, corporate and individual


Metrix Group takes a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax-planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with tax expertise and knowledge throughout the year. We offer a number of tax services, including:

  • Tax planning for individuals and corporations
  • Corporate reorganizations
  • Return preparation for
    • Individuals
    • Private corporations
    • Estates and trusts
    • Not-for-profit organizations and registered charities
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying and selling a business
  • Tax-effective retirement and estate planning


The value of our work is measured in large part by the personal and business successes of our clients. We can help your business identify areas that are negatively affecting your profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services: 

  • Accounting software selection and implementation
  • Business valuations
  • Buying / selling a business
  • Business process improvement
  • Computer systems
  • Financial and retirement planning
  • Estate planning

Specialized Services


With a diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in a number of specialized areas, many of which are listed below. We feel that our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service. 

  • Mergers and acquisitions
  • Corporate recovery
  • Asset protection
  • Debt management
  • Business startup or expansion
  • Cash flow forecasting
  • Employee benefit plans
  • Expert witness services
  • CFO / Controllership duties
  • Eldercare services

Practitioner Succession Planning


Over many years we have expanded the reach of our firm through numerous affiliations and arrangements that have culminated in successful mergers. With multiple arrangements currently in place, we hope to continue with this strategic approach to growth, especially in locations that may be considered to be more rural than urban. The level of involvement we have is dependent on several factors including the needs of the practitioner, the individual circumstances of their practice, and their ongoing relationships with clients and staff. Our experience with these unique transitions give us great insight in these areas:

  • Affiliation with like-minded firms
  • Mergers with other firms to facilitate retirement of the practitioners
  • Absorbing a fee base in order to facilitate workload reduction