Our Advisors are here for you

When it comes to finding you the right advisor, we take care of the heavy lifting so you don’t have to. Just include the topic, industry, or the name of the advisor you’d like to be connected with in your request.

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Meet Some of Our Advisors

Julie Ellis | Business Development and Growth

Learn more about Julie’s Consulting Agency:
Julie Ellis & Co.

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Brian Lenahan | Artificial Intelligence

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David Quinn | Business Development and Growth

David’s latest collaborative book:
Rise & Shine: 50 Real World Lessons

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See the full list of Advisors on our team page.

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Virtual Office Hours

Haltech members are eligible for complimentary consultations with representatives from a number of industry experts. Scroll down for more.

Got any questions? Reach out

Emergex

Emergex SR&ED Consultants helps finance technology companies by claiming the Scientific Research & Experimental Development (SR&ED) and the Ontario Interactive Digital Media (OIDMTC) tax credits, as well as the Industrial Research Assistance Program (IRAP) and other government grants. Since 1994, Emergex has been helping its clients receive hundreds of millions of dollars in financing and government assistance.

Haltech clients are eligible for 1:1 consultations with an Emergex advisor at no charge and no obligation. Get a 2nd opinion on your past or present claims and learn how to optimize your SR&ED while managing the risks of audit by the CRA.

OKR Financial

We operate a suite of private funds with a track record of A) rewarding investors and B) providing bridge financing solutions to small and medium sized companies that want to grow and have receivables from government tax credit programs like the Strategic Innovation Fund, Canada Media Fund, and the Atlantic Canada Opportunities Agency among others.

BDC

We are BDC, the Business Development Bank of Canada and the financial institution devoted to Canadian entrepreneurs. We help create and develop strong Canadian businesses through financing, advisory services and capital, with a focus on small and medium-sized enterprises.

MNP LLP

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the private, public and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help people and organizations succeed across the country and around the world.

RBCx

To grow, you need access to innovative products, services, and deep sector and operational expertise. It’s how companies scale, both now and into the future – and what RBCx was created for.

BDO Canada

BDO Canada has spent more than 95 years providing assurance, accounting, tax, and advisory services to a broad range of clients across the country. And as a member firm of the international BDO network, we leverage access to resources and advisors in more than 160 countries around the world.

Bereskin & Parr

Bereskin & Parr LLP is a leading Canadian full service intellectual property law firm serving clients across all industries around the world. Founded in 1965, the firm has grown to be one of the largest IP firms in Canada with offices located in major economic and technology centres.

Magnes Group

Our job is to ensure that your family, possessions and business are protected. To that end, we employ some of the most qualified and experienced insurance professionals in the industry. Our advice considers your precise needs and goals. Independent of any insurance company, when we make a recommendation, it’s always in your best interests.