Greenfield Business Advisory

Business Banking Advisory · Edmonton · Since 2007

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Clarity in 4 Steps — From First Call to Final Report

1

Discovery

Week 1

We listen. You talk about your banking operations, your frustrations, your goals — and we take notes.

2

Diagnosis

Weeks 2–3

We audit your lending portfolio, credit processes, and treasury workflows to find what's costing you money.

3

Strategy

Week 4

You receive a detailed operations audit report with ranked recommendations and projected outcomes.

4

Execution

Weeks 5–8

We implement changes alongside your team — regulatory compliance reports, new cash management protocols, measurable results.

What We Do for Business Banking

Credit Risk Assessment

Know where your lending portfolio stands — and where it's exposed.

Banking Operations

Streamline processes. Cut waste. Get faster without getting sloppy.

Treasury Management

Optimize liquidity, cash positioning, and investment strategies.

Cash Management

Move money smarter. Reduce float. Improve collection cycles.

Why Banks and Businesses Choose Greenfield

Years in Alberta Banking

Founded in 2007, we've spent nearly two decades inside the business banking landscape of Edmonton and beyond.

Direct Founder Access

No account managers. No handoffs. You work directly with the person who built this firm from a hospital bed.

Alberta-Focused Expertise

We know Alberta's regulatory environment, its resource-driven economy, and its business banking ecosystem inside out.

Measurable Deliverables

Every engagement ends with concrete reports — operations audits, compliance assessments, lending analyses — not vague slide decks.

What Clients Say About Working With Us

A Stronger Banking Operation in 8 Weeks — Guaranteed

Your first call is free. No pitch. No pressure. Just an honest conversation about what's possible.

Let's Figure This Out Together