Burlington Financial District

The Burlington Financial District is a collaboration of private sector financial partners that add significant value and expertise to people like you, doing business in Burlington. This page is dedicated to helping you find the "local advantage" for all your financial needs.

2012 Partners

Business Development Bank of Canada
BMO Bank of Montreal

CIBC Commercial Banking
Export Development Canada
KPMG
National Bank
RBC Royal Bank
SB Partners
TD Commercial Banking
 

Business Development Bank of Canada
Marybeth Edge
Business Center Manager
905-315-9231
marybeth.edge@bdc.ca
www.bdc.ca

With over 94 branches across Canada, BDC provides timely and relevant financial and consulting solutions to help small and medium-sized businesses.  If you're looking to purchase fixed assets, finance an acquisition, or complete a strategic plan, BDC is here to help.

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BMO Bank of Montreal
Ryan Packer
 Sr. Account Manager – Commercial Banking
905-336-1602
ryan.packer@bmo.com
www.bmo.com

 BMO Bank of Montreal's comprehensive line-up of accounts and plans offer the flexibility and convenience that will help your business manage its everyday banking needs.  Take advantage of BMO's knowledge of your unique business sector.  Find out how you can leverage our know-how to reach your specialized goals.

 

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CIBC Commercial Banking

Marianne Simpson-Hood
Associate Vice President
905-572-3145
marianne.simpson-hood@cibc.com
www.cibc.com

Arvind Dhar
Associate Vice President
905-572-3289
 Arvind.s.dhar@cibc.com
www.cibc.com

 For more than 100 years, CIBC Commercial Banking clients have built, run, fuelled, and wired this country. From Campbell River, BC, to Valley Pond, NFL, CIBC is the proud financial partner of Canada's best companies in more than 60 industry sectors.

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Export Development Canada
Jennifer Cooke
Account Manager, Business Development Group
905-366-0305

Export Development Canada (EDC) is Canada’s export credit agency, offering financial and risk management solutions, as well as foreign market expertise, to help Canadian businesses expand into international markets.  Every year our trade knowledge and partnerships are used by Canadian exporters doing business in over 200 markets worldwide.  If you currently invest in foreign markets or export your products or services outside of Canada, contact us to learn more about how we can help you manage your cash flow, get financing and manage risk while doing business abroad.

 

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KPMG
Blaine Cameron
Partner
905-523-2223
 bcameron@kpmg.ca

Pat Madden
 Vice President, Business Development
905-523-2283
pmadden@kpmg.ca

www.kpmg.ca

In today’s ever-changing business environment, having advisers who can help you stay one step ahead of your competition is more important than ever. At KPMG, we focus on driving community and business forward. This focus translates into fast and effective approaches to your compliance, financial, and business challenges. We are committed to providing value and the one-on-one personalized service you need.

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National Bank                                                                                                                                                                                                                                                                                                                                                                                                                                           
Kamal Bal
Manager, Commercial Banking
 905-332-4281
 Kamal.Bal@nbc.ca
www.nbc.ca

National Bank Financial Group is an integrated group that provides comprehensive financial services to consumers, small and medium-sized enterprises and large corporations in its core market, while offering specialized services elsewhere in the world. National Bank Financial Group offers a full array of banking services, including corporate and investment banking. Whatever your needs may be, our specialists are ready to share their expertise in order to offer you optimal solutions.

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RBC Royal Bank
 

Sarah Adams
Vice President, Commercial Financial Services
905-333-7237
sarah.adams@rbc.com

Marilynn Roch
Sales Manager, Small Business
905-842-2324
marilynn.roch@rbc.com

www.rbcroyalbank.com

 Finding the right financial services partner can make all the difference. RBC Account Managers are committed to working with you when and where you need us. By leveraging the full resources of Canada's leading financial services provider, we can provide you with the financial advice and solutions you need to help your business achieve its full potential.

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SB Partners
John Chisholm
Partner & CEO
905-633-6316
jchisholm@sbpartners.ca
www.sbpartners.ca

SB Partners LLP are trusted Chartered Accountants who help clients navigate business risk and uncertainty.  Clients tell us that they enjoy working with a firm whose core beliefs align with their own.  They appreciate our personalized approach and our passion for creating value and giving back to the communities in which we live and work.  SB Partners provide comprehensive accounting, tax and business advisory services working with family-owned businesses, privately-held companies, not-for-profit and charitable organizations and high net-worth individuals. 

 

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TD Commercial Banking
Derek Jones
District Vice President
Halton Commercial Banking Centre
905-336-6112
derek.jones@td.com

TD provides unique business solutions to companies of all sizes.  Whether you need financing, deposit and investment services, cash management, or US and overseas business support, we will create a customized solution for your company.  Commercial Bankers are located right here in Burlington and TD retail branches are open earlier, open later, and open longer than any other bank.

 

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OUR PREMIER PARTNERS

  • Royal Bank of Canada
  • DeGroote - School of Business
  • Cogeco
  • The Hamilton Spectator