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
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 […]
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.
We provide customized and personalized software solutions, covering projects [from small to large] and creating enterprise portals to organize your entire business. Software Solutions Enterprise portals Full architecture & engineered projects Automation innovations – manufacturing efficiencies CRM customization & time management tools Data Cleansing System Solutions Servers, networks, & data centre services Proactive Monitoring – […]
Part Time CFO Services works with entrepreneurs and their management teams to address business challenges and maximize opportunities. Our team brings their extensive experience working with family businesses, providing solutions to guide your company towards meeting its short-term goals and achieving its long-term vision. We identify and implement new strategies to improve your business’ profitability, […]
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 […]
We work closely with business owners and their families to achieve financial goals. By employing a diverse toolbox that includes a range of investment options, tax and estate planning strategies, corporate compensation models, and insurance offerings, we develop holistic solutions that address all aspects of your needs. To drive better outcomes, we liaise directly with […]
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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.”
