Our Services

Let us be your trusted partner for management advisory services.

Our Management Advisory Services

Rolfe Benson’s team is your trusted partner. Since 1958 we have been providing management advisory services to our clients. We can assist you with:

  • Financing proposals to banks
  • Preparing business plans, including budgets and forecasts
  • Working with your legal advisors to prepare shareholder agreements
  • Assisting with the recruitment of staff for your financial needs
  • Consulting on software programs for accounting purposes
  • Assisting with the valuation of your business
  • Providing business advice for matters such as lease vs purchase decisions, cost accounting issues, systems reviews, long range planning and more.

Insight And Resources

NewsRolfe Benson NewsFirm News Winter 2025/2026
January 28, 2026

Firm News Winter 2025/2026

As we step into 2026, we would like to take a moment to thank you for being an essential part of our journey. We would like to wish everyone a…
CPPNewsTax InsightsYear-end Tax Planning
January 28, 2026

Year-end Tax Planning

A senior whose 2025 net income exceeds $93,454 will lose some or all of their old age security pension. Seniors will also begin to lose their age credit if their…
NewsTrustsTrust Filing Rules – Bare Trust Arrangements
January 28, 2026

Trust Filing Rules – Bare Trust Arrangements

On December 16, 2025, CRA announced that based on proposed legislation in Bill C-15 and consistent with explanatory notes published by the Department of Finance, the CRA does not expect…

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