Experienced Finance Professionals
Welcome to our platform. We're excited to connect you with seasoned financial professionals who possess a wealth of experience in business finance. Our platform allows you to browse the resumes of these experts, each with over twenty years of experience, and schedule one-on-one calls to discuss your specific financial needs.
Whether you're seeking strategic insights, industry know-how, or tailored advice, these professionals are ready to provide the guidance you need to achieve your financial goals. We encourage you to explore their profiles and book a consultation today to leverage their unparalleled expertise.
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Tom Klausen
Owner, True Viking Finance Inc.
I have spent my entire career involved in factoring and alternative finance, both in Canada and the United States. I offer that knowledge and experience to small and medium-sized business owners grappling with their banking relationship while trying to avoid premature equity dilution. I can provide insights and alternatives that may not have been previously considered, leading to better decision making.
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James Richards
With over 20 years of experience in factoring and asset-based lending, James is dedicated to helping businesses grow to their full potential and bridge financial gaps when they cannot access traditional bank financing or do not fit the current banking model.
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Juliet Nguyen
National Sales Manager, Amerifactors
I have spent my entire career Factoring and structuring deals secured by assets for small and mid-sized businesses. I have helped hundreds of business owners in challenging situations find the alternative solution they needed. I can help you with the best strategies to qualify.
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Scott Sinclair
Founder, Sinclair Range
As a business owner, investor, and advisor, Scott has helped small and medium-sized businesses—both publicly traded and private—secure over $25 billion in the right capital, whether through debt, equity, or alternative funding. Known for his expertise and rapid response in difficult situations, he brings unmatched creativity in accessing non-traditional funding sources across any industry and any jurisdiction—having worked in over 30 countries.
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Stephan Orlob
Founder & Managing Director, BizMetrics Inc.
I am dedicated to helping early-stage business owners with actionable business growth, funding & marketing support. Whether you are a small B2B, B2C or a Professional Corp located in Canada or the US I can help you to create or fine tune your business plan. I can help you to overcome and/or prepare for the challenges of starting and growing your own business.
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Terry Bales
Broker/Owner, Bales Financial Services
Through Bales Financial Services, Terry works with businesses from start ups to established companies. Through building strong relationships with her clients, she is able to help business owners understand their current situation and start working towards meeting their goals.
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Marc Mellman
Managing Member, MCA Stacking Solutions LLC
During his 48-year professional career, Marc Mellman spent 20 years as a trial attorney representing banks and financial institutions, 8 years as the chief operating officer of a global energy and environmental brokerage house, and for the past 20 years as a senior executive, general counsel, and management consultant in the alternative financial services industries, with a niche focus on assisting small to medium sized companies with challenges faced from merchant cash advance debt.
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Carolyn McClure
Loeb Equipment
Carolyn has 26 years of experience providing lending solutions to small business owners and middle market companies through equipment leasing, factoring, purchase order funding and asset based loans. Her desire to find the best solution for her clients has always set her apart and helped her retain exemplary relationships with clients and referral sources.
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Michael Yasny
Money Consultants Ltd
Being able to bring more than one area of financing to the table to help a growing business. Many times, it takes more than one financing to help a business move forward. The same goes with businesses in financial trouble. Understanding security and bankruptcy laws helps me navigate difficult situations for businesses in financial trouble and get them back to profitability.
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Ernest Bednarz CBV
Malahat Valuation Group Inc.
Ernest's commitment extends to valuing companies of all sizes and across diverse industries, whether for tax planning, a sale or purchase, or legal considerations. His comprehensive valuation reports have been instrumental in supporting business values with the Canada Revenue Agency, the Courts, and most of the major lending institutions.
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Oscar Rombola
Oscar Rombola' & Associates
I have owned and sold two factoring companies which specialized in transportation. I would bring value to a conversation with a mid sized business owner seeking growth financing and/or restructuring.
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Phil Doublet
Doublet Management Consulting Ltd.
Phil Doublet is a seasoned Business Succession Planning advisor, with over 25 years of experience across multiple industries as an entrepreneur, director, C-suite executive, and expert mentor, coach and consultant. He helps entrepreneurs grow revenues, increase profits, and prepare for the inevitable transition out of their company, whether by choice or circumstance. He also brings a deep understanding of the business risks associated with unexpected circumstances, such as death, disability, or divorce, which can result in a forced sale or closure of the business.
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Gordon Onley
J D Factors Corp.
I help SME's in Western Canadian to improve their cash flow, while protecting them against bad debts. Factoring can help you take on new, larger contracts without giving up equity. J D Factors funds most deals in less than a week.
As a former business owner, I personally used AR financing for cash injections needed to take on new projects. Factoring can be a powerful financing tool to fuel a company's grow.