About
Clear Structure. Practical Support. Better Decisions.
Running a business comes with enough complexity. Financial reporting, administration, and planning should reduce friction, not add to it.
Sherwood Advisory Group works alongside operators to simplify financial workflows, improve reporting quality, and support informed decisions. We focus on clarity, discipline, and work that directly supports how businesses operate day to day.
We do not sell alternative funds. We do not push products. Our role is advisory, independent, and aligned with your business objectives.
Who We Work With
Focused on owner-led and growing businesses.
Our clients are operators who want stronger financial structure without unnecessary noise. We support:
• Founder-led companies
• Small and mid-sized businesses
• Operators preparing for growth, financing, or transition
• Businesses seeking cleaner reporting and better visibility
How We Add Value
Support that reduces distraction and improves clarity.
We help business owners regain time and confidence by improving the systems behind the numbers. Our work typically focuses on:
• Strengthening bookkeeping workflows
• Improving month-end and reporting discipline
• Coordinating clean information for tax preparation
• Supporting decisions with clear financial insight
• Preparing businesses for capital or structural changes
Mission, Vision, Values
Mission
Help Canadian operators stay focused on running their business by strengthening the financial structure behind it.
Vision
More businesses making confident decisions with clean reporting, disciplined planning, and less administrative drag.
Values
Clarity
We prioritize simple, understandable information that supports better decisions.
Discipline
We believe consistent processes and reporting create long-term strength.
Independence
We provide advisory support without product sales or conflicts.
Operator-first
We align our work with how owners actually run their businesses.
Compliance & Independence
Advisory-led. Independent. Canada-based.
Sherwood Advisory Group operates with an advisory-first approach. We do not offer or sell alternative fund products through this website.
Engagements are defined through written agreements, with scope and responsibilities clearly outlined. Our work is focused on supporting business operations and financial decision-making within the Canadian regulatory environment.
Looking for clearer reporting and stronger decision support?
Call 780.463.0000 or email info@sherwoodadvisory.com to start a conversation.