🇨🇦 Investment Accounting Services in Canada

🇨🇦 Investment Accounting Services in Canada

Whether you're managing personal wealth, overseeing a corporate portfolio, or handling investment funds on behalf of clients, precise accounting is key to making confident, data-driven decisions. At nextledgers, we offer specialized investment accounting services tailored to the needs of Canadian investors and firms — helping you optimize returns, minimize risks, and stay fully compliant with national standards.

🧠 Who Needs Investment Accounting?

• High-net-worth individuals and family offices
• Wealth managers and portfolio managers
• Corporations with reserve capital or benefit plans
• Real estate investment entities
• CPA firms outsourcing investment accounting

💼 Why Choose Us for Investment Accounting in Canada?

• ✅ Canada-Focused, Internationally-Operated — India-based team aligned with CRA cycles and North American standards.
• 🤝 Partner to CPA Firms & Wealth Advisors — White-label reports, reconciliations, summaries.
• 🔐 Secure, Cloud-Based Workflows — Excel, Google Sheets, QuickBooks, ShareFile, Dropbox, OneDrive. NDA and PIPEDA compliant.
• 📈 Experts in Complex Scenarios — CCPCs, non-residents, multi-currency, intergenerational tracking, years of backfill support.