Business Advisory Certification, Training & Networking in Canada
Helping Canadian advisors, consultants, accountants, former business owners and managers build the skills, credibility and practical tools to become trusted business advisors.
"If you want to leverage your professional skills and be part of a growing network of business advisors in Canada, I highly recommend a membership & certification with the Institute of Advisors" — Corey DeJean, Canadian Chapter President
Do you have the skills, tools and credibility to deliver business advisory services?
Many professionals want to move into higher-value advisory work, but need a clearer structure, stronger methodology and a professional community to support them.
Clients want to take their business to the next level
Business owners increasingly need practical support to improve growth, profit, cash flow, systems, people and long-term business value.
Advisory needs structure
Experience matters, but advisory services are easier to sell and deliver when supported by a clear framework and tools.
Credibility creates confidence
Certification, membership and peer networking help advisors position themselves more professionally in the market.
A practical pathway for Canadian advisors
The Institute of Advisors gives professionals a structured way to build advisory capability through certification, training, tools, resources and chapter-based networking.
Training, certification and community for business advisory professionals
The Canadian Chapter provides a local point of connection for professionals who want to raise the standard of business advisory services across Canada.
- Business advisory certification and professional development
- Practical tools, templates and client resources
- Networking with advisors, accountants and consultants
- Connection to a global Institute of Advisors community
Meet the Canadian Chapter President
The Canadian Chapter is designed to help local advisors connect, learn and grow while being supported by the broader Institute of Advisors network.
Corey DeJean
Corey DeJean is the Canadian Chapter President for the Institute of Advisors. She is the founder and owner of Money Counts Business Strategies Inc. and also owns CJDJ Accounting Services.
Corey takes pride in helping business owners understand and strategize for their business future growth potential and challenges. As Chapter President, she is helping build a professional community for Canadian advisors, accountants and consultants.
Meet the Local Chapter Leaders
The Canadian Chapter is supported by experienced local leaders helping grow the business advisory community across Ontario and beyond.
Owner of A Taxing Situation and Chair of ATAP. Robert specialises in practical tax and advisory support for small and medium-sized businesses, helping owners navigate complex matters with clarity and confidence.
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Accountant and Economist based in Guelph, Ontario. Corporate Secretary of ATAP and Managing Partner of Coté & Associates Registered Professional Accountants, with graduate degrees in accounting and finance including a PhD.
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Canadian Chapter Partner: The Association of Accounting & Tax Professionals (ATAP) — supporting Canadian accounting and tax practitioners with professional development, standards and advisory capability.
Learn about ATAP →Build your business advisory capability
Choose the pathway that best suits your current experience, professional goals and advisory ambitions.
Certified Professional Business Advisor
A practical certification pathway for professionals wanting to build credibility and confidence as business advisors.
Learn more →Certified Exit & Succession Planner
A specialist certification pathway for advisors who want to help business owners plan for succession, exit readiness and long-term business value.
Explore exit planning →Advisor Software & Templates
Access practical diagnostics, templates, calculators and client resources to support real advisory conversations.
View resources →Designed for professionals who support business owners
Accountants & Bookkeepers
Move beyond compliance and offer more strategic advisory support.
Business Consultants
Strengthen your methodology, differentiation and market credibility.
Business Coaches
Add practical business improvement tools to your coaching approach.
Former Business Owners & Managers
Turn real-world commercial, leadership and management experience into a structured advisory capability.
Associations & Networks
Support your members with practical advisory training and resources.
SME Growth Professionals
Improve the quality and consistency of your client advisory work.
Current Canadian Chapter opportunities
This flexible section can be updated for scholarships, webinars, local networking, partner programs or introductory offers.
Introductory Certification Offer
For Canadian professionals interested in becoming certified as business advisors.
Local Chapter Networking
Register interest in Canadian chapter events, webinars and advisor networking.
Association Partnerships
Explore collaboration opportunities for Canadian associations, networks and professional groups.
Canada needs stronger business advisors. Is this your next professional step?
Join the Institute of Advisors Canadian Chapter and explore certification, training, tools and networking designed for business advisory professionals.