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For accountants, advisors and partners

If a client of yours has been hit by tariffs or needs financing, send them our way. We handle the grant applications and lender negotiations, keep you in the loop and treat your relationship with respect.

Who it’s for

Built for the people owners already trust.

Accountants reviewing a client file together

Business owners usually hear about tariff relief from the advisors they already rely on. If you are an accountant, bookkeeper, lawyer, consultant or industry association, you are often the first to see the pressure tariffs are putting on a client’s margins and cash flow.

Our referral program gives you a dependable team to hand those clients to, one that knows the federal and provincial programs inside out and moves quickly.

  • Accountants and bookkeepers
  • Business lawyers
  • Management consultants and advisors
  • Industry and trade associations
  • Business owners who know another owner in a tough spot
Your clients stay your clientsWe focus only on funding. We never compete for your accounting, legal or advisory work, and we coordinate with you on financial statements and documents.

How referrals work

Simple for you, smooth for your client.

  1. 01

    Send the referral

    Use the form below once your client has agreed to be contacted.

  2. 02

    We reach out quickly

    We confirm your referral by email and contact your client, usually within a day.

  3. 03

    We keep you posted

    With your client’s permission, we share progress so you’re never left wondering.

  4. 04

    Your client gets funded

    Grants, loans or both, prepared properly and followed through to a decision.

Why partners choose us

A partner you can put your name behind.

Fast follow up

Referred clients hear from us quickly, and they talk to a specialist, not a call centre.

Transparent updates

Clear status updates at every stage, shared with your client’s consent.

Every funding option

Grants, business loans and credit repair under one roof, so no client is turned away empty handed.

Canada wide

We work with businesses in every province and territory.

Resources for your clients

Plain language guides you can share, from RTRI eligibility to documenting tariff impact.

Handled with care

Confidential, respectful and honest, including telling a client when a program isn’t the right fit.

Send a referral

Know a business that needs funding?

Tell us a little about yourself and the business you’re referring. We’ll confirm by email and take it from there.

Refer a business

Takes about two minutes. Please make sure your client has agreed to be contacted.

About you

About the business you're referring

FAQ

Referral partners: common questions.

Does my client need to agree before I refer them?

Yes. Please confirm your client is happy to be contacted before you send the referral. The form asks you to confirm this.

How quickly will you contact my client?

We aim to reach out within a day of receiving a referral.

Will you keep me updated?

Yes, with your client’s permission. Many clients are glad to have their accountant or advisor in the loop, especially for financial statements.

What kinds of businesses can I refer?

Businesses of any size hurt by tariffs, plus any business that needs financing or wants to strengthen its credit. Tariff relief grants generally require at least $1 million in annual revenue.

Can I refer businesses outside Ontario?

Yes. We work with businesses in every province and territory.