Category: Banking
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How to Pick a Banker
Picking the right banker to deal with can make all the difference when it comes to get financing for your business. You might think that picking the right bank is the most important thing, and while it’s important, picking the right individual to deal with is equally important. The first thing I would look for…
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Cash Management Services
This post discusses an assortment of banking services that fall into a category loosely labeled “Cash Managementâ€. These services are lessor known banking services that make it easier to make and receive payments. Merchant terminals that take debit and credit cards are a must for many businesses. These terminals must be qualified for, much like…
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Understanding Equipment Financing
Equipment loans are used for financing a wide variety of equipment such as agricultural equipment, construction equipment, and even equipment working in a factory. This post will discuss equipment loans that fall outside of the Canadian Agricultural Loans Act (CALA) program or the Canada Small Business Financing Act (CSBFA). Equipment loans have regular instalment payments…
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Commercial Mortgage Guidelines
Commercial mortgages are broken down into two categories: Owner occupied Investment property The lending guidelines are going to be quite different for each type of mortgage but there are some similarities. An appraisal will be required in each case to establish the value of the property. Plan on spending a minimum of $2,000 for a…
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Understanding The Canadian Small Business Loans Financing Act (CSBFA)
The Canadian Small Business Loans Financing Act (CSBFA) is a Federal Government program that is meant to make it easier for small businesses to access the money they need to grow. This program provides a level of insurance against default by the borrower, which protects the lender. The insurance is provided by the Federal Government…
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Understanding a Bank's Hold Policy
This post is the second in the banking series. A financial institution’s policy of holding funds is often a source of customer complaints because the rules and reasons are often poorly understood. New accounts of all kinds are usually subject to the institution’s hold funds policy unless you are a well established client. The bank…
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An Introduction to Bank Accounts
Bank products and policies are generally poorly understood. Bank employees have a heavy workload and they often don’t take the time to fully explain things. Business people are afraid to ask questions because it will reveal what they don’t know. This leads to frustration for everyone. This series on banking will help to alleviate this…