Resource Centre > Business Plan

Business Planner for Credit Union Members

As a member, joint owner and shareholder in your local credit union, you already have a different kind of relationship with your financial institution. That makes business banking here different too:

• we keep financing decisions local and accountable
• your character, track record and business plan matter
• we’d rather lend support than make stipulations

In short, we keep it personal because you take your business personally.

To access our interactive Business Planner, click here.

So instead of pressing you into a grid full of blanks in a yea-or-nay mathematical formula, let’s take a few minutes to create a living profile of your business and financial scenario.

Our experience with businesses of all sorts, all across Canada, has taught us helpful questions to ask, and how your answers can help move the financing process along efficiently.

This is a concise way you can get a head start on a financing strategy for your business. Fill in this planner and we’ll get to ‘yes’ faster, simpler, together.