Case Studies

Case Studies

Our team of experienced commercial banking professionals have all channeled their entrepreneurial spirit by leaving their nine-to-fives and embarking on this new journey. We left the banks in order to help our clients find the right financing package, regardless of which financing partner it comes from.

Be Love and The Rose Public House

Joe Cunliffe and investors are successful restaurant owners and operators of Be Love and The Rose Public House (“The Rose Pub”). Be Love is loved by the community for their passion for health and commitment in sustainability. The Rose Pub is enjoyed for their consistent high-quality meals and exceptional customer service.

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Dynamic Mechanical Services Ltd.

Dynamic Mechanical Services Ltd. is an independent HVAC company servicing residents and commercial business owners across the Lower Mainland. The company specializes in product install, repair and maintenance of furnace, heat pump, air conditioner, boiler and hydronic systems, hot water tanks and more.

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Forest Cooperage

Forest Cooperage is a manufacture of cedar barrel hot tubs, saunas and Japanese style soaker tubs based out of Sooke, BC. The whole manufacturing process from sourcing cedar, drying and cutting the planks, assembling the products to performing quality control is done locally on site. Forest Cooperage is dedicated to sustainability and committed to sourcing the products from companies that share the same values from throughout B.C.

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House of Boateng

House of Boateng has been bringing a passion for community and great food to Greater Victoria, BC since 2010 through its catering services, café and market.

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Canadian Alliance Terminals Inc.

Canadian Alliance Terminals Inc. (CAT) is a third-party logistics and freight forwarding business located in Delta, BC. CAT specializes in providing logistics support to a wide variety of industries including food products, home appliances, consumer electronics, hazardous materials, automotive parts, and more.

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Vancouver Island E-Commerce

The client is a growing, Vancouver Island-based e-commerce business that produces and sells home goods and more through a popular online shopping platform.

 

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Mill Road Industrial Property

 A successful real estate investor and owner of a property management and rental company was looking to expand their real estate investment portfolio, sourcing industrial properties in Victoria, BC. With local lease rates the highest in Canada due to low vacancy rates and limited supply, and the investors’ ability to self-manage the property, there was significant incentive to pursue investment. 

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Vancouver Island Restaurant Franchise

Following significant sales growth, a pizza restaurant franchise owner was looking to add a second franchise location to his portfolio, and had secured an investment and operational partner to pursue expansion with.

 

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Ascension Benefits

Ascension Benefits is a full-service group benefits brokerage and consulting firm based in Langley, BC that delivers comprehensive people solutions.

 

 

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Little & Lively

Little & Lively is a premier line of children’s clothing that is ethically made in Canada, and based in Abbotsford, BC. They aim to use colours and lively prints to express joy and personality through their designs.

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NexMatrix

NexMatrix is one of the largest manufacturers of non-woven fabrics in the geotextile industry. Their fabrics are used worldwide in industrial and commercial applications, as well as in the production of a wide variety of consumables ranging from home and garden and furniture and bedding applications. NexMatrix has three manufacturing plants in India, and distribution warehouses in Charleston, Houston, Los Angles, Toronto, and Vancouver.

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Otter Co-op

Otter Co-op is a locally-owned co-operative serving the Lower Mainland, Fraser Valley and Thompson/Okanagan, and specializes in petroleum, food, feed, pharmacy products, hardware, family fashions, and liquor. Otter Co-op provides quality products and services in these communities, ensuring growth and sustainability while delivering exceptional service.

 

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Trafa Pharmaceutical Supplies

Trafa Pharmaceutical Supplies is a locally based international importer of nutraceutical ingredients and value add manufacturer of OTC products. They provide unique ingredients and manufacturing expertise for local brands to create high quality, safe, “Made in Canada” products for the export market.

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Mitchell Group

Mitchell Group is a well-known investment and development company based in Surrey, BC with experience spanning four decades and including projects in all asset classes.

Miracon is the residential arm of the group. It has been active since 2014, delivering single family and low-density multifamily homes to the Lower Mainland/Greater Vancouver area. Miracon has won multiple awards, demonstrating the group’s commitment to quality and excellence.

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Weatherguard Group

For 30 years Weatherguard Gutters and Weatherguard Exteriors has proudly served the Lower Mainland for all of its renovation and new construction needs. They are an industry leader in gutter and siding design, installation for homes, strata installation and new construction. Weatherguard Gutters operates a fleet of trucks with the top gutter installation team in Vancouver while Weatherguard Exteriors works with many of the top multi-family builders in the Greater Vancouver.

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Esquimalt Roasting Company

Esquimalt Roasting Company is a small batch, specialty coffee roastery that endeavours to provide the freshest coffee available to its valued customers. Nestled in the heart of Esquimalt on Vancouver Island, ERC provides customers with locally-roasted coffee excellence.

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Maxxam Insurance Services

Maxxam Insurance Services is part of a thriving group of companies that also includes MotoMaxx, Maxxam Realty, and Max Mortgages. The group has provided expert insurance, mortgage and realty services to clients across the Lower Mainland and Vancouver Island for over a decade.

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Portal Crane Group

Portal Crane Group (PCG) has been a global supplier for lumber and bulk material handling bridge cranes since 1987. The services they offer include distribution and installation of replacement parts, inspections, rebuilds and upgrades. From the gantry wheels to the top of the girders, and everything in between, they supply all the parts to keep cranes in top running condition.

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1019 Rockland

The client was looking to purchase a multi-unit residential building in the Fairfield neighbourhood of Victoria, BC. Coming from a construction and renovation background, he intended to undertake renovations on the building, which would become a key investment component in his retirement plan. 

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Rokstad Power

Rokstad Power is a leading distribution and transmission construction company that operates across the United States and Canada. They offer a full suite of power line contracting services to their customers, including immediate emergency and storm response, distribution, transmission, live line work and much more. Rokstad Power works with various public and private sector organizations, including municipalities, power and communication utilities, and mining companies.

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Clearline CPA

Clearline Chartered Professional Accountants is a full-service accounting, taxation and advisory firm that services the Lower Mainland, with offices in Vancouver, Burnaby, Surrey, and North Vancouver. Their expert team delivers integrated audit, tax and financial advice to businesses and personal clients, helping them take control of their finances and reach their goals. 

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YESA

YES Acquisitions Ltd. (YESA) is a sales and business development training agency. Its founders had previously founded and developed Ledcor Group’s LTS Sales organization, during which time they identified a hole in the market with respect to sales training, including business-to-consumer and business-to-business sales. They utilized their industry knowledge and experience to found YESA and its two primary programs: YESAcademy and YESAcquisitions.

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The Westlund Group

For 30+ years, the Westlund Group of Companies have built a number of successful business ventures in multiple industries. The centrepiece of their current work is the Westlund Building, which features an open concept co-working space in Langley, BC.

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Farmhouse Brewing Co.

Farmhouse Brewing Co. (FBC) is an up-and-coming, farm-based micro-brewery located in Chilliwack, BC. FBC strives to be a sustainable, local, family business that honours the agricultural spirit of the area. Plans include tours of the brewery, hops fields and gardens, allowing visitors to learn about the brewery’s processes, while enjoying the surrounding amenities.

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Avanica

Avanica is a high-end furniture manufacturer, retailer and wholesaler, that is dedicated to enriching spaces aesthetically and functionally. They work closely with craftspeople in Indonesia, manufacturing and importing wood products to sell throughout Canada through their Toronto warehouse and new Calgary showroom.

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Diverse Properties

Diverse is a leading developer in the Fraser Valley and focuses on commercial, residential and recreational real estate in a variety of asset classes (raw land & buildings) in Western Canada. From property acquisition and development, to capital raising, to the actual construction, Diverse is able to guarantee customers and/or investors the highest level of quality from step one all the way to completion.

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Anatech

Anatech is one of the leading Canadian distributors of sports medicine products. Their Canadian manufacturing shop produces Anatech branded off-the-shelf braces, and they are one of the few companies that continue to offer custom bracing. They also manufacture several private label lines for companies across Canada.

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Valley Carriers

Valley Carriers is a multi-generational, family owned log hauling, trucking, and specialty transportation company with hubs based in Merritt and Abbotsford, BC, and operations reaching into Alberta and Washington. They haul wood residuals, soil, bark mulch, logs, grain, mushroom manure, and more. Currently, Valley Carriers has a fleet size of nearly fifty trucks and employs over 100 people.

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Lonsdale Event Rentals

Lonsdale Event Rentals is a party and event equipment rental company located in Burnaby, British Columbia. Since their inception in 1972, they have been supplying the Lower Mainland with quality rental products including tables, chairs, glassware, and table wares to ensure that every client’s event is a success. Since day one, they have done this through strong values of friendly service, dependability, and quality products.

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Trinity Power Rentals

Trinity Power Rentals is a specialist provider of turn-key industrial and commercial temporary power solutions across North America. Founded in 1999 with beginnings in the film industry, Trinity Power equipment can be found in every province, state and industry across North America including: construction, mining, utilities, pipelines, oil and gas, manufacturing, large events and film, infrastructure and major projects. From emergency outages and planned shutdowns to new construction and expansion, Trinity Power has the experience, knowledge and passion to help their client’s projects succeed.

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Field House Brewing

In less than two years, Field House had grown substantially, more than doubling its beer production – Josh approached Ashdown, looking for a partner that would be excited to build a relationship and handle all aspects of finding the financing Field House required to bring its full vision to fruition. Ashdown’s relationship and collaborative based approach fit well with what Field House was looking for, and we started working on multiple financing requests as they came up.

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LSJ Publishing

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Wiebe Properties

Wiebe Properties has been building and managing multi-family residential, commercial and industrial buildings for almost 50 years. Wiebe Properties is recognized as a leading owner-operator of purpose-built housing, committed to providing much-needed quality rental accommodations to the communities of the Fraser Valley.

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Heritage Gardens

Heritage Gardens is Metro Vancouver’s newest cemetery, and the first cemetery to open in over 50 years. Founders Tom and Trevor Crean represent two of four generations of a family legacy of serving the bereaved. Tom’s grandfather established Kearney Funeral Services in 1908, a family business which carries on to this day. Due to the close relationship between funeral homes and cemeteries, Tom & Trevor became familiar with cemetery operations over their combined five decades in funeral service.

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Novo Textiles

Novo Textiles was founded in 1994 by Jason Zanatta. Novo manufactures and distributes high quality home textiles to retail, hospitality and home design companies across North America. You can find their products across North America at named retailers such as Costco, Walmart, Sleep Country and Amazon.

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