Consulting Services
We have the experience to handle business situations of any complexity. Get personalized guidance for your corporate matters — we do that.
Strategy & Financial Planning
Whether you’re growing, divesting, or planning a future restructuring, strategic foresight is key to success. We help design tailored solutions and work closely with your legal counsel and other advisors to implement a clear, effective action plan. From expanding your corporate structure and introducing holding or special-purpose entities to bringing in new shareholders or planning ownership transitions, our team provides the guidance needed to ensure a smooth and tax-efficient process.
Business Consulting & Advisory
Our team brings deep business experience and practical insight to help you tackle challenges and seize new opportunities. Whether you’re purchasing or selling a business, restructuring operations, or comparing financial alternatives, we provide the expertise you need to make confident, informed decisions at every stage of your journey.
Succession & Estate Planning
Planning for the next chapter is never easy. Transitioning a business or estate is complex both financially and personally, which is why early preparation is essential. We help you structure effectively, address family considerations, and maximize value while protecting what matters most. During the development of succession strategies for wills, trusts, and charitable giving, DI&A works closely with you, your legal counsel, and other advisors to design comprehensive plans that support your loved ones and preserve long-term value.
Retirement Planning
Planning for retirement should bring clarity, not stress. We work with you to define your goals, protect your assets, and create customized strategies that ensure a smooth transition into retirement. Our team helps you navigate complex financial landscapes, and we will work with your investment advisor to develop personalized investment strategies, and tax-efficient wealth transfer solutions. With expert guidance and a clear plan, you can retire with confidence and peace of mind.
Client Testimonials:
Darrell Keen,
GTO Global
GTO Global
Mindy Jones,
JMG Logging Ltd.
JMG Logging Ltd.
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"Ever since I've been with
them, I've never worried
about finances."
USEFUL RESOURCES
Industry Canada
Canada small business financing program
Business Development Bank (BDC)
Financing for small and medium businesses
Community Futures Nanaimo
Small business loans and resources
Greater Nanaimo Chamber of Commerce
Non-profit organization made up of local businesses, professionals and community groups
BC Business Registry
Portal for business registrations and transactions
BC Registry Services: Corporate Online
Portal for online business filings such as annual reports, and incorporation applications
Canada Revenue Agency: Business Registration Online
Online application to register a business
Canada Revenue Agency: My Business Account
Secure online portal for dealing with Canada Revenue Agency on various business accounts