Skip to main content

Chartered Professional Accountants · British Columbia

Financial Clarity. Regulatory Compliance.

Built for businesses a regulator watches.

EverPeak works exclusively with regulated businesses in British Columbia. Our services are designed around the compliance obligations and financial reporting requirements your industry faces, not adapted from a general accounting practice.

  1. Real estate brokerages

    Organizations responsible for managing trust accounts and complying with BCFSA and provincial regulatory requirements.

    • Trust account audits
    • Financial statements & reporting
    • FINTRAC & RESA regulatory compliance
    • CRA audit assistance
  2. Mortgage brokerages

    Mortgage firms subjected to evolving regulatory requirements and financial reporting obligations.

    New regulations are coming Fall 2026. EverPeak can help your brokerage get ahead of them.

    • Compliance readiness & preparation
    • Trust account audits
    • Financial reporting
    • FINTRAC & RESA regulatory compliance
  3. Strata corporations

    Strata councils responsible for financial reporting, governance, and independent oversight.

    • Financial statements & reporting
    • Corporate tax filings
    • Independent financial oversight

What clients say

We had the pleasure of working with Ivy on our year-end accounting, and we couldn’t be more satisfied with the experience. Ivy did an outstanding job — thorough, efficient, and always communicative. Ivy’s previous tenure at BCFSA clearly stood us in good stead, as her attention to detail and understanding of regulatory expectations made a real difference.

Ilan HellerManaging Broker & Co-Founder, Heller Murch Realty

EverPeak was retained by Sterling Management Services to advise on how to increase the efficiency of the brokerage’s accounting department. With their in-depth knowledge of the full cycle accounting process, EverPeak has provided Sterling with the guidance needed to optimize the internal systems to allow for further growth of the brokerage.

Eric LiOwner, Sterling Management Services

Not sure where you fit? If your business has regulatory compliance obligations in BC, we can help. Reach out and we’ll find you your solution.

Get in Touch

Helping your business stay compliant, confident, and always audit-ready.

Every service EverPeak offers is built around the compliance obligations of regulated brokerages in BC. Whether you need financial reporting, an independent audit, or ongoing advisory support, we have the expertise you need.

Book a Free Consultation →

We know the rules. So you can focus on your business.

EverPeak is a compliance-focused accounting firm built specifically for strata corporations, real estate, and mortgage professionals in British Columbia’s regulated environment. We help you build a business that’s protected, organized, and always audit-ready. Work with a team that understands BC’s regulatory landscape from direct experience.

Your trust reports, prepared by the people who used to audit them.

Most accounting firms learn compliance from the outside. EverPeak’s partners learned it from inside the BC Financial Services Authority; reviewing brokerage files, conducting audits, and enforcing the standards your business is held to. We don’t just prepare your reports. We prepare them the way a regulator expects to see them.

Specialized, not general
Every service we offer is built around the compliance needs of regulated brokerages — not adapted from a general accounting template.
Direct BCFSA experience
Our team brings senior-level experience from inside the BC Financial Services Authority. We understand regulatory expectations from the inside.
Clear, responsive communication
We communicate in plain language, respond promptly, and explain what regulatory requirements mean for your specific business — no jargon.
Built for the long term
Trust account audits and compliance reviews are ongoing responsibilities. We build long-term relationships so your firm is always prepared.

Meet the team

Ivy Cao, Founder and Partner at EverPeak

Ivy Cao

Founder & Partner

With over 15 years of experience in regulatory compliance and financial auditing — including extensive senior auditor work with the BC Financial Services Authority — Ivy brings deep expertise in the regulatory frameworks that govern real estate and mortgage businesses in BC.

Let’s Connect with Ivy
Janelle, Partner at EverPeak

Janelle

Partner

With an extensive background as Director of Finance at the BC Financial Services Authority, Janelle delivers strategic financial guidance, robust cash flow management, and actionable insights — giving brokerage clients the expertise they need to scale with confidence.

Let’s Connect with Janelle

Frequently asked questions

Real estate brokerages, mortgage brokerages, and strata corporations across British Columbia. Our services are designed for businesses with regulatory and compliance obligations that go beyond standard accounting. See if we’re a good fit for your business needs.

We reply within one business day.

Both. Some clients come to us for a single trust audit or filing; others work with us on an ongoing basis. We'll recommend what fits your situation.

Absolutely. Reach out and we'll talk through your brokerage's obligations and recommend the services that make sense for your business.

Let’s talk about your business compliance needs.

Whether you’re preparing for an audit, navigating a regulatory change, or looking for a more specialized accounting partner, we’re here to help.

Deadline: September 22, 2026

Transition education must be completed by September 22 or your brokers cannot operate under the Mortgage Services Act when it takes effect on October 13. EverPeak can find the gaps and give you a plan while there is still time to act on it.