Certified Business Advisor Program in Canada
Institute of Advisors Canadian Chapter
Institute of Advisors Canadian Chapter
The Canadian Chapter of the Institute of Advisors supports Canadian business advisors, consultants, accountants, bookkeepers and SME growth professionals who want to build practical, credible and structured business advisory services.
The Canadian Chapter is an Institute of Advisors initiative created to support professionals who want to add, grow or improve business advisory and consulting services for small and medium-sized businesses. Through certification, practical frameworks, professional standards and local chapter leadership, the Institute helps Canadian advisors build confidence, credibility and capability.
Meet the Canadian Chapter Leadership Team
The Canadian Chapter is supported by experienced professionals who are committed to strengthening business advisory capability, standards and collaboration across Canada.
Corey DeJean
Canadian Chapter President
Corey is the founder and owner of Money Counts Business Strategies Inc. She also owns CJDJ Accounting Services. She takes pride in helping business owners understand and strategize for their business future growth potential and challenges.
Robert Katzman
Local Chapter Leader
Robert is the owner of A Taxing Situation, an accounting firm specialising in practical tax and advisory support for small and medium-sized businesses. As Chair of ATAP, Robert brings a strong commitment to practitioner support, professional collaboration and practical leadership.
Michael Cote
Local Chapter Leader
Michael is an accountant and economist based in Guelph, Ontario. He is a Director and Corporate Secretary of ATAP and brings deep experience across accounting, finance, professional standards and advisory leadership.
Recommended CPBA Pathway for Canadian Advisors
Corey DeJean recommends the Certified Professional Business Advisor pathway for Canadian professionals.
Corey DeJean was running a busy accounting practice and recognised that many business owners needed more than compliance support. They needed practical help understanding their numbers, planning for growth and making better strategic decisions.
Corey wanted to expand into a more professional advisory practice and realised she needed a practical set of standards, tools and frameworks to guide the way she worked with clients.
From Accounting Practice to Advisory Practice
After discovering the Institute of Advisors certification pathway, Corey completed the Certified Professional Business Advisor program and began applying the client discovery process, advisory frameworks and practical techniques with her business clients.
She has successfully used these tools to create stronger advisory conversations and convert more client relationships into structured business advisory engagements.
Corey now highly recommends the CPBA pathway for Canadian accountants, bookkeepers, consultants and business professionals who want to add, improve or grow advisory services.
Special Canadian Chapter Offers
The Institute of Advisors is pleased to offer Canadian professionals access to selected membership, certification and specialist advisory programs in Canadian dollars.
Canadian accountants, bookkeepers, consultants and SME advisors can view current Canadian pricing and chapter offers through the link below. For the latest coupon offers, please contact your Canadian Chapter President or the Institute of Advisors directly through our contact page.
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.
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.
