New Brunswick, Atlantic Canada
envisionIT CONSULTING GROUP

Our Clients

We can provide dozens of references & testimonials, from very satisfied customers, who availed themselves of our services.
Business Clients
envisionIT CONSULTING GROUP Business Clients

Our business clients typically look like this:

  • Small businesses requiring financing

  • Small businesses requiring multiple years of tax returns, prepared and Filed

  • Small businesses planning to develop or commercialize a product

  • Small business planning to acquire another business

  • Small business requiring business planning services
Individuals & Families
envisionIT CONSULTING GROUP Individuals & Families

Typically, our clients who are individuals or families, have the following profile:

  • Individuals who are behind in their tax filings: Often times, when families fall behind in their taxes, catching up almost seems like a hopeless endeavour. Tax credits for Children's Allowance & HST stop coming, and unpleasant letters & calls start coming in from Government. We turn-around most tax arrears of 5-7 years, in as little as two weeks, and once filed, retroactively apply to receive all past tax credits and transfer payments, which often result in an annual refund. We'll also follow-up with our clients prior to the end of the current tax year to put a plan in place for tax reduction in coming years.

  • Individuals who require assistance to obtain financing or credit

  • Individuals who require assistance to elevate their credit ratings

  • Individuals who require assistance to build their personal wealth.

Our Services

All of our engagements are collaborative in nature, involve thorough initial information gathering & research, front-end analysis, diligent planning and stop-gate implementation, using skilled advisers, collaboration and follow-up with the client.
Capital Acquisition
Financing · Grants · Subsidies · Realty · Investment Tax Credits · Investment Prospectus Documentation · Applications

Financing:

envisionIT Consulting Group will work to raise the capital your company requires, without unnecessarily eroding your equity position. There are over 300 organisations, offering business financing, grants & subsidies to Canadian companies. Find out which programs your company qualifies for.

Equity Placement:

There are innumerable reasons why obtaining an equity partner is the best solution to support business growth and sustainability. envisionIT Consulting Group helps clients to put this option into perspective and seek out suitable equity partners, who share the same vision & values.

Realty Acquisition:

As part of a sound investment and wealth building strategy, our professionals will assist you to purchase income properties, as well as develop & manage these properties. Our front-end analysis will help to verify that the client is well suited for property ownership. Assistance to select the right property, obtain the financing, manage the day to day activities and developing a plan for eventual succession, are all part of the service. An income property is an excellent investment, as well as an effective tax shelter; whether you're renting within your personal residence or purchasing a multi-unit.

Application Preparation:

We help you to finalise your business planning, prepare the applications for financing, or investment prospectus, seek out the right financial partners, then raise the capital you need, in the form of loans, soft debt, grant/subsidies, tax credits & equity placement. We work with start-up's, early stage development, not-for profit, facility & market expansion, turn-around and company acquisition.

Business planning
Business Planning · Marketing · Sales & Channel Planning · R&D Technical Planning · Product Dev · Product & App Commercialization

Business Planning:

We commence all business planning engagements with a thorough front-end analysis phase, which clarifies the business model, market, vision and objectives of company management, to ensure viability.

Product Development:

Once the R&D phase is complete, sound product development involves approximately 60% front-end analysis and design, followed by 30% development and 10% testing & field trial. The ratio's may vary somewhat across industries, however these norms are mostly standard. envisionIT Consulting will help your management team develop a comprehensive technical plan, to clarify the product vision, manage your product development to ensure adequate development budgeting and minimize design & development re-working.

Pre-Commercialization:

Whether it be final testing & documentation of a product, achieving regulatory requirements, patents or developing a comprehensive product management plan, the envisionIT Consulting Group will manage these activities.

Product Commercialization:

Launching a product involves pre-commercialization activities, in addition to the completion of a product management plan and commercialization strategy. The envisionIT team will ensure that all aspects of the introduction of your product into the marketplace are addressed, thereby mitigating the key risk-issues inherent in a competitive marketplace.

Taxation, T1, T2 & T3
Preparation · eFiling · Sheltering Trusts · TFSA · Realty · SRED · ITC · R&D Funding · Partnerships · Specialized in Tax Arrears 2003-17

Business Tax Preparation:

Our personal tax preparation service is very affordable, includes eFiling and identifies absolutely every tax savings & shelter. We specialize in tax arrears and can reconstruct older tax years.

Tax Sheltering:

Our expertise in tax sheltering will help you to avoid income & commodity taxes, while presenting your company's financial performance in the best possible light; thereby making commercial credit opportunities to support your company's growth.

Research & Development Tax Credits:

envisionIT Consulting Group has successfully obtained SRED (Scientific Research and Experimental Development) tax credits since the early 1990's. Our approval rate is consistently 100% and percentage to claim ratios average in excess of 90%.

Personal Tax Preparation:

We specialize in helping individuals & families catch-up with their income tax arrears, obtain tax credits & transfer payments due to them from prior periods. Going forward, we assist them to fully implement a tax strategy; which will lead to building wealth, retirement savings, as well as home ownership. If the client is prepared to work collaboratively, we guarantee these outcomes.

Advocacy mediation
Shareholder Resolution · Negotiate Marital Separation Agreements & Division of Assets Statements · Purchase & Sale Agreements

Mediation:

Our mediation services provide value to businesses and individuals requiring a structured remediation of contract issues, personal conflict, marital separation, evaluation of assets, as well as messenger and communication requirements. Employment placement services are also available to Canadians as well as individuals seeking Permanent Residency and Citizenship in Canada. This service is effective and fully guaranteed.

Purchase & Sale Contracts:

Our personal consulting services include work with First Nation Communities, immigrant business owners, as well as employment and marital mediation services.

Mediation & Advocacy:

Our personal consulting services include work with First Nation Communities, immigrant business owners, as well as employment and marital mediation services.

Self-Directed Separation:

Our team provides assistance for a self-directed separation; done collaboratively with each partner, present for all meetings and included in all communication. The service is a fraction of the cost of other methods and closely follows Provincial guidelines. This service results in a completed and final Separation Agreement, as well as completed Division of Assets document & Form 72A/72B and other forms that may be needed for each individual requirement. Arrangements are also made with two lawyers, for full review prior to filing.

Immigration & Investment:

envisionIT specializes in assisting our clients to settle in Atlantic Canada, find viable business investments and become part of a wonderful community. The communities have the best mix of urban centres, rural and sub-urban living and are very close [driving] proximity to large centres such as Montreal, Boston and New York City.

Artist Business Services
Grants · Subsidies · Honorariums · Loans · Stipends · Accounting & monthly financial reporting · Tax planning & administration · Online store · Digital marketing · Fulfillment & shipping · Sales strategies · Social media

Access to Capital:

Our consulting group will assist artists to gain access to funding available from a variety of sources, to support the creation of artwork and commission contracts. Additionally, our services include tax planning, access to tax credits and other forms of financial assistance available to artists in Canada.

Financial and Tax Planning:

Most artists and craftspeople concentrate on their creative expression, and find it a challenge to attend to regular financial and business management requirements, such as maintaining their accounting, taxes, finance and administration. envisionIT provides a business management service offering to take on these tasks for the artists represented by Bedore's Studio and Gallery, which includes oversight by a chartered accountant as well as legal representation, thereby providing oversight and transparency to the artist, to ensure that their affairs are managed to provide the maximum benefit of the artist.

Develop Online Sales Presence:

Developing an eStore for individual local artists to display their artwork in Canadian and export markets, is essential to enable New Brunswick artists to earn a lucrative living as a full time artist. Bedore's staff can assist the artist to develop digital ads, send these ads throughout social media outlets, and track the effectiveness of each. Once sales materialize, Bedore's can offer fulfilment services, including delivery of artwork sold on the site, in addition to including product packaging, insuring & shipping sold artwork

Our Team

Our team of professionals, provide the experience & expertise required to fully accommodate business owners, working to achieve new business start-up, growth, expansion, turn-around or improve their business model through sound corporate development strategies.

We also work with Individuals, who need a helping hand as they work to reach their wealth management goals, improve their personal balance sheets, gain greater access to personal credit, achieve home ownership, and quickly resolve tax arrears & filing penalties.
Robert Jeffery, envisionIT CONSULTING GROUP

Robert Jeffery, President

Robert Jeffery has 20 years of corp. experience in capital acquisition, commercial lending, management consulting, capital acquisition, equity placement, SRED & ITC tax credit acquisition, corporate & personal tax planning, year-end financial statement preparation, as well as business planning & product commercialization.
James Mullen, envisionIT CONSULTING GROUP

James Mullen, Associate

Jim is a professional engineer, entrepreneur, and has over 15 years of experience in software design & architecture, instructional design & eLearning, application development, product commercialization, business management, as well as product sales, exporting and contracts negotiating & distribution chain management & channel partners.
Rob Dowed, envisionIT CONSULTING GROU

Rob Dowed, Associate

Rob is management consulting professional, with expertise as a corporate credit Trustee as well as an Official Receiver. Rob's expertise also includes improving credit scores for both individuals and corporations, through restructuring both personal & business credit, thereby opening greater access to bank debt, tax credits and equity investment.
Bob Crandall, envisionIT CONSULTING GROU

Bob Crandall, Associate

Bob has over 30 years experience in the field of financial management, capital acquisition, equity placement, corporate development and business planning. Bob's expertise also covers financial statement analysis, business assessment, analysis of management economic trends and corporate structure. Bob has experience in restructuring & asset management.
Navdeep Garg, envisionIT CONSULTING GROU

Navdeep Garg, Associate

Navdeep Garg is an authorized immigration consultant, author, and has over 10 years experience in management, consulting, immigration, business planning and digital marketing. Navdeep is also a member of ICCRC and has assisted many candidates for Visa approval.

Our Partners
Chamber of Commerce

Chamber of Commerce · Rotary International

The Chamber officially launched on May 7, 2014 when members of the business community voted in favour of regional cooperation. Geographic boundaries were expanded and a new governance structure was adopted, giving birth to a new regional chamber, including the Kennebecasis Chamber of Commerce, the River Valley Chamber of Commerce, the Saint John West Business Association and the Saint John Board of Trade.
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Contact Information

Schedule a free consultation, to help us to clarify your needs & develop a plan to make your future materialize the way you want.

A free quotation will be provided, as well as the timeframe required to complete all of the work.

Saint John, New Brunswick, Canada

506-871-91-67

Robert@envisionITConsulting.com