Years of Finance Experience: 10+

This is where I started and learned the basics:

I have spent over 20 years writing Business Plans to help business owners secure funding with banks, grants & investors. I know the ins and outs of how the funding process works. I can help you to best position yourself for success and profitably growing your business.

This has been the main focus of my career in business finance:

In addition to helping get your business investment ready, we also connect you with a wide range of funding partners and resources that support you whether you are starting or growing your business. Finally, we can help with determining if there are any Government grants, tax credits or supports available to you or your business in your area.

These are the industries, size and type of business I usually worked with

Small business owners, both B2B and B2C in a wide range of industries as well Professional Corporations, from start-ups to those with under $5million in revenues.

This is where I am located and what I am currently doing:

I live in Ontario and do a lot of business in the Greater Toronto Area but I also support businesses in the US, Europe and Australia/New Zealand.

This is how I might be of value to a business owner:

First, I need to learn all about your business, your goals and your challenges. Only then can I outline the opportunities you have for funding and strategies to grow and increase profitability. I will answer all your questions and we can discuss the pros and cons of the decisions you will eventually need to make. I have been involved in many success stories as well as failures and I will share what I know to help you succeed!

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