Financial education designed for real business growth and sustainable innovation
Financial education designed for real business growth and sustainable innovation
We're available to discuss your business needs, explore potential partnerships, or answer questions about our financial services. Whether it's about treasury management or capital optimization, reach out using your preferred method.
Physical Location
6 Stonebridge Gate
St. Catharines, ON L2S 3N1
Canada
Direct Line
Working Hours
Monday – Friday: 9:00 AM – 5:30 PM EST
Weekend: By appointment
Fill out the information below and we'll respond within one business day.
Located in St. Catharines, our office is accessible from multiple routes. If you're planning a visit, here's what you need to know.
Take the QEW towards Niagara. Exit at Ontario Street and head south. Turn right on Lake Street, then left onto Stonebridge Gate. Our building is on the right side.
Visitor parking is available in the main lot. Look for spaces marked "Visitor" near the front entrance. Street parking is also an option during business hours.
Enter through the main lobby and check in at reception. Our suite is on the second floor. Elevator and stairs are both available immediately past the reception desk.
Most questions get answered within one business day. We check messages throughout the day and respond based on inquiry complexity.
If your situation requires faster attention, mention it in your message. Partnership discussions and urgent treasury matters typically get same-day responses.
Some inquiries need deeper analysis or internal consultation. These might take 2-3 business days. We'll send a quick acknowledgment within 24 hours to let you know we're working on it.
Different needs connect to different teams. While the main form works for everything, these specific contact routes can speed things up if you know exactly what you need.
Questions about cash management, liquidity planning, or payment systems connect with our treasury team. They handle operational finance questions and can walk through implementation timelines.
Concerns about exposure management, hedging strategies, or compliance frameworks go to our risk specialists. They focus on helping businesses understand and mitigate financial uncertainties.
Exploring collaboration opportunities or strategic alliances? Our partnership team evaluates potential relationships and discusses how we might work together on larger initiatives.
Need strategic guidance on capital structure or growth financing? Advisory consultations cover longer-term planning scenarios and connect you with advisors who understand business lifecycle challenges.
Some questions come up frequently. Here are answers to help you decide if reaching out makes sense.
Yes. While our office is in St. Catharines, we serve clients across Canada. Most initial conversations happen by phone or video, and we travel for in-person meetings when it makes sense.
Our client base ranges from mid-market companies doing $10M annually up to larger operations exceeding $500M. The common thread is complexity in their financial operations rather than specific revenue thresholds.
First conversations are exploratory and don't carry fees. We use that time to understand your situation and determine if there's a good fit. If we move forward, we'll outline costs before any engagement begins.
It varies based on scope. Simple treasury optimizations might roll out in 4-6 weeks. Comprehensive risk frameworks or capital restructuring can take several months. We map timelines during planning conversations.
Once we understand your needs, we can connect you with clients in comparable situations who are willing to share their experience. We respect confidentiality, so references are arranged with client permission.