Rockwell Advisory
advisory insights.
FINTRAC enforcement actions, AML program lessons, CFO planning, and finance operating notes for Canadian operators. The through-line is simple: controls, reporting, cash discipline, risk assessment, and review cadence have to work in the real business.
Latest analysis
recent advisory signals.
How Long Should Month-End Close Take? Benchmarks for Canadian Companies
How long month-end close should take: APQC's benchmark puts the median at about six calendar days. What a close includes, signs yours is too slow, and when a fractional controller fits.
Fractional Controller Cost in Canada vs a $150K Full-Time Hire
What a fractional controller costs in Canada, against Robert Half's 2027 controller salaries in Edmonton, Calgary and Vancouver, and the signs you need one.
Outsourced Compliance Officer for MSBs: Cost and When to Hire
Four credit unions fined in one day for stale policies. What an outsourced compliance officer (CAMLO) does for an MSB, what it costs, and when to hire one.
Service lens
how signals become operating plans.
We review public regulatory, market, and operating signals as practical case studies: what changed, where controls or reporting can break down, and how Rockwell Advisory helps clients turn the lesson into better compliance, finance, governance, and execution.
Library
all advisory posts.
FINTRAC Penalties Tracker: Every Public AMP Since September 2025
Every FINTRAC penalty made public since September 2025, with the amount and what failed. Written policies and the risk assessment show up in about 8 in 10.
Canadian VC in H1 2026: Fewer Rounds, Bigger Cheques, and When to Hire a Fractional CFO
CVCA's H1 2026 data shows $2.69B invested across 250 deals, the fifth consecutive first-half decline in deal count, with 16 mega-deals taking roughly 60% of the capital and seed dollars down about a third. What that means for a Canadian founder raising or running on runway, what a fractional CFO costs in Canada, and when you should not hire one.
Canada's Controller Shortage in 2026: When a Fractional Controller Beats a Full-Time Hire
Robert Half's 2026 Canadian research ranks controller among the fastest-growing finance roles, with 53% of leaders saying skilled talent is harder to find and 59% reporting project delays. Here is how a fractional controller compares to a fractional CFO, what it costs against a $120K+ full-time hire, and when hiring full-time is still the right call.
Bank of Canada's June Hold: CFO Lessons for Cash Flow, Forecasts, and Margin Discipline
The Bank of Canada maintained the policy rate at 2.75% on June 10, 2026 while warning that trade uncertainty, inflation pressure, and investment weakness still matter. For SMEs, the practical response is better cash visibility, forecast discipline, margin review, and board-ready finance reporting.
FINTRAC's Mortgage Sector Scenarios: Compliance Lessons for Brokers, Lenders, and Administrators
FINTRAC's mortgage-sector scenarios show how AML obligations split across brokers, lenders, and administrators. Mortgage businesses should turn the examples into clear KYC, beneficial ownership, third-party, receipt-of-funds, monitoring, and evidence workflows before an examination asks for the file.
Showing 1-5 of 21 posts
need a compliance officer?
Leave your email or phone number and we will reach out.
Protected by hCaptcha. Its Privacy Policy and Terms apply.