Financing Strategy · Canada
Where a bank sees a difficult file,
we see a thesis.
Independent financing-strategy consulting for individuals, owners, and operators. Fifteen years inside the banks, now on your side of the table.
15
Years inside Canada's largest banks
$1B+
In mortgages originated
13 yrs
Senior Advisor, CIBC
2 yrs
Senior Advisor, RBC
The Practice
A private practice,built around trust.
A deliberate move from inside Canada’s largest banks to independence, made to give people the judgement, preparation, and market fluency a single branch, bound to one product shelf, never could.
Meet the founderCapabilities
Three services, one consultant. The same independent judgement.
Financing Strategy Consulting
How to approach a financing need: the landscape, your options, and the right sequence, worked out before you ever speak to a lender.
Financing-Readiness Assessment
A candid written read on how a lender will likely see your file, and what to fix first.
Commercial Capital-Structure Consulting
An independent read on how to structure the capital stack for a project or acquisition.
Begin
A conversation, in confidence.
No two situations are alike. The first step is a private call.
Stay Informed
Occasional notes on financing strategy and market conditions across Canada.