Canadian Chapter
Institute of Advisors

Canada Country Chapter

The Canadian Chapter of the Institute of Advisors is committed to helping business advisors, consultants, accountants and other professionals and startup advisors integrate Business Advisory and consulting Services into their practice.

Our Canadian Chapter’s goal is to empower professional Business Advisors, consultants and accountants around the world through business advisory certification and professional benchmarks & standards. The Canadian Chapter is an Institute of Advisors initiative created to support professionals who want to add, grow or improve business advisory services and business consulting services for small and medium-sized businesses.

The Canadian Chapter supports the Institute's goal of collaborating with the passionate thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process.
  • To create a free membership library that fosters the growth and development of material and resources in this area.
  • To offer a mentoring program to help professional advisors to add “Advisory” services.
  • To assess and recommend products that meet the quality guidelines of the Institute’s board of governors.

Explore the Institute of Advisors Pathways

Choose the support that best suits your advisory journey — from membership and certification through to software tools and specialist client programs.

Become an Institute Member
Join the Institute of Advisors community and access member resources, professional updates, events and networking opportunities.

Membership Info

CPBA Certification Course
Build structured advisory capability through the Certified Professional Business Advisor pathway and practical advisory frameworks.

Explore CPBA

IOA Smart Advisor Software
Use diagnostics, calculators, reports and advisory tools to support client discovery, growth planning and value improvement conversations.

View Software

Exit & Succession Course
Help business owners plan for succession, value improvement and future exit options with practical advisory resources and frameworks.

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Upcoming Online Events

Recent Past Events

(recordings available to members)

Join The Canadian Local Chapter



Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.