After 40 years in the financial industry, I saw a need that could help business owners better understand the sometimes-confusing world of banking. Our services include preparing business clients to meet with their financial institution with a specific request or we can negotiate on their behalf. Often, business owners are unaware of what financial institutions really want or why they request certain information. Our services are now helping to make this key business partnership a better-understood and beneficial experience.
P.O. Box 20067, Qualicum Beach, V9K 0B1, B.C.,