We suggest different deal structures and shop the market (over 50 banks, lenders and private capital sources) to hand-select the best possible financing options for you
We analyze financial statements, projections, tax documents and any other information required to put together your financial snapshot. From there, we tell your story to the lender in way that resonates.
We work with multiple lenders to compile short term sheets and discussion papers. From there, we will negotiate final terms and conditions to get a firm commitment that is always in our client’s best interest.
We project manage the deal from start to finish, mitigating the risks that can arise when too many players are involved.
Your trusted commercial financing brokers
Our commercial services practice is designed to assist everyone from aspiring entrepreneurs to established business owners with their financing needs.
If you have a vision, but are just getting started, we can help you get off the ground with a proper financing strategy. If your business is established but looking to expand, we will help you secure the best terms and conditions to execute against your plan in a systematic way. If you need additional working capital to cover operating expenses, we have the expertise to assist with your cash flow needs.
Services we offer
We can help in the following ways
We can help with the following:
- Commercial mortgage solutions – first time or subsequent purchases
- Business financing solutions
- Opening new location(s) / expanding operations
- Business loans and cash-flow management
- Asset-based lending
- Debt restructuring solutions
Types Of Clients
Some examples of our typical clients
- Business owners
- Investment property owners
- Foreign direct investors
Your trusted personal financing brokers
Our personal services practice is designed to assist individuals (non-businesses) with their financing needs. We work with first time buyers, experienced buyers and everyone in between. As life evolves, so too do your personal financing needs. Not all products are created equally. We demystify the options.
We can help with
A few of the ways in which we can help
- Residential mortgages
- Purchase + improvements
- Investment property financing
- Vacation and 2nd homes
- New construction
- Cash back options
Some common scenarios in which we've helped
- New family
- Home renovations
- First home and subsequent home purchases
- Pre-retirement and ready to retire
- Living with dependents
- Job loss
- Unexpected events
- Newly immigrated
- Foreign investment in Canada