What we do

Services built around family-owned businesses.

From day-to-day reporting to the long view on generational wealth, we plug in at the level your business needs us — and nothing more.

Financial reports and planning on a desk
Service 01

Virtual CFO

Behind the scenes, so you can stay out front.

To allow family-owned businesses do what they do best, we take care of the behind the scenes administration, including reporting, forecasting, cash flow, bookkeeping services and managing personal investments on an as-needed basis.

Talk to us about virtual cfo
Team reviewing business strategy around a table
Service 02

Business Consulting

Data and analytics that move the business forward.

Providing family-owned businesses with the data and analytics to improve and enhance the value of the company in today's rapidly changing marketplace. Developing practical recommendations that help clients work smarter, manage growth and operate efficiently.

Talk to us about business consulting
A family office meeting room with thoughtful dialogue
Service 03

Family Office Services

Preserving what you have built, for the next generation.

Focusing on preserving the company for future generations and understanding how wealth transfers across generations, we help clients create and implement tailor made plans to ensure wealth is invested, protected and distributed accordingly.

Talk to us about family office services

Not sure where you fit?

The cleanest way to figure it out is a short conversation. Send us a note and we will reach back the same week.

info@daythree.ca