Frequently Asked Questions
Everything you need to know about working with us.
For loans, mortgages, and lines of credit, a minimum credit score of 700 is generally required. Other services like insurance and investment advisory do not require a minimum credit score.
We provide business loans up to $5M, lines of credit, insurance advisory, investment management, estate planning, wills & trusts, corporate tax strategies, and mortgage advisory services across Ontario.
Yes. Your first consultation is completely free and carries no obligation. We assess your needs and provide clear recommendations before any engagement.
Most business loans take between 2 to 6 weeks depending on documentation and lender requirements. We manage the entire process and keep you informed at every stage.