and cashflow situation, the advisor can
begin to understand the company’s unique
needs and develop tailored solutions.
Beyond the current project, an advisor can
help plan for the future to ensure success for
years to come.
“We work with our advisor to manage
multiple mixed-use developments
throughout Manitoba on an ongoing
basis,” said Westoba member, president
and CEO of Jacobson & Greiner Group,
Jared Jacobson. “Staying in regular contact
with our business advisor helps manage
financing and strategy ahead of time. This
creates more options and fewer hold-ups
for our partners and investors in perpetuity
and keeps us up to date on any changing
trends within the industry.”
Flexible solutions
Little in construction ever stays static and
situations continue to evolve as projects
progress. Still, business owners don’t want
DOLLARS AND SENSE
PINCHIN CAN PROVIDE YOU WITH
ENGINEERING CONSULTING, PROJECT
MANAGEMENT AND TRAINING IN:
• Hazardous Material - Asbestos, Lead, Mould & Radon
• Environmental Laboratory Services - Asbestos, Mould, Odour, Radon
• Indoor Environmental Quality
• Building Science - Reserve Fund Studies
• Environmental Due Diligence & Remediation - Phase I & II ESA
KYLE LAMPORT
PROJECT MANAGER
klamport@pinchin.com
204.728.2146
LOCAL RESOURCES, NATIONAL EXPERTS
pinchin.com | 1.855.PINCHIN
to be caught without a backup plan if the
plans change. An advisor can add value and
develop flexible solutions that can quickly
adjust with the plans. Every project and
company is unique – perhaps a project
requires financing upfront or throughout
construction. Either way, knowing what
to expect at each point of the project, and
from the financial institution, leaves little
to chance and owners better prepared for
potential issues.
“When we understand your needs, we
can create financing that works for both the
business owner and the credit union and
lay out a plan to achieve your vision,” said
Megan Daly, assistant manager of business
banking at Westoba. “Having a more
flexible financial plan and partner could
be the difference between a successful and
unsuccessful project.”
Expert and
personalized service
Experience helps any plan go the extra
mile. Having an advisor who has expertise
in financing projects in the construction
industry can help provide better solutions
and results for businesses. Westoba
leverages the expertise and experience of
knowledgeable business banking advisors
to help business owners through every step
of their project and beyond as they look
toward the future. A proactive partnership
approach has continued to be the secret
to success for Westoba’s member business
owners and the company works hard to
create long-term relationships with each
one. “The best relationships are those where
we are both engaged early in the process so
that we can be better partners and advisors
to our business owners,” said Daly.
Having a personalized relationship with
each member allows Westoba to guide
their businesses towards greater success.
“We encourage our clients to ask questions
along the way, so we can reduce as much
uncertainty for them as possible and lend
our expertise to help them reach their
business goals,” said Daly.
The way forward
In these unprecedented and uncertain
times, it’s more important than ever to have
a financial plan from the beginning of a
project. With a financial institution on their
side, providing expert and personalized
service each step of the way, business
owners can be confident that their project
will be successful. n
Megan Daly, assistant manager,
Westoba Business Banking
PHOTO COURTESY OF WESTOBA BUSINESS BANKING
58 | Issue 2 2020 www.carm.ca
/pinchin.com
/www.carm.ca
link
/