Gary Chung, Managing Director with BMO’s Corporate Finance Group, talked about how to elevate your relationship with your bank to get value.
Your bank is generally involved in 3 areas:
Gary used the Q & A process which was very beneficial for our members.
Dave Schnarr, Executive Director, CFFB
Premium Sponsors
BMO Financial Group is committed to helping our customers succeed. We understand what it takes for a family business to be successful – drive, ability and vision. And we recognize that families invest much of themselves into their businesses. So, our team of experts is constantly focused to help you better manage all of your […]
Corporate Sponsors
Arca Financial Group is one of Waterloo Region’s largest independent retirement, insurance, estate and business succession planning firms. Arca offers a dynamic, interactive planning process and implements insurance and investment solutions. Their specialization team actively partners with family members to ease financial concern by organizing, creating and protecting family wealth and enhancing current lifestyles, for […]
BDO offers a full range of business advisory services to meet the unique needs of its highly diverse clientele. BDO business advisors are highly accessible and are prepared to provide an objective opinion on issues important to families in business and offer a variety of value-added services to assist in managing your financial life and […]
As the leader of the Allan Bush Investment Team, Allan has almost three decades of experience and a wealth of knowledge. Since 1987 he has been developing successful financial plans and finding the right investment and insurance solutions. In the last 14 consecutive years he has achieved the level of Chairman’s Club which is awarded […]
Intrigue Media helps businesses make more money and have more fun. It is a Canadian-owned company well known for its community involvement and its commitment to helping businesses Get Noticed, Get Found®. Intrigue was founded on a commitment to empower leaders and strengthen communities and campaigns are focused on helping businesses succeed. The Intrigue team […]
Our Mission To protect you, the ones you love and the things that matter most with unique insurance solutions as individual as you are! Our Values Respect: We are dedicated to respecting each other to create and maintain an environment that fosters teamwork, growth, honesty and innovation. Passion: We put our hearts, minds and efforts […]
MGBW has been trusted with assisting family owned and operated businesses for over 25 years. Our experienced, knowledgeable lawyers and staff provide practical, business-oriented advice for next-generation planning, corporate governance, shareholder rights and agreements, buying/selling businesses, corporate finance, contracts, licensing, joint ventures etc. For more details, visit our website.
Our Private Company Services team understands what drives private companies because we live in the same world. With over 65% of all PwC Canada’s clients being private businesses, we are dedicated to serving private companies. We can help you with the complex issues of managing a successful private company, while keeping an eye on your […]
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*CFFB membership is exclusive to family businesses. A family business is defined as “two or more family members who are currently working together, or have previously worked together in business.”
