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VerifiedFinancial Services· Founded 2001

Excelsior Financial Group

Excel in your business with Excelsior The Excelsior Group comprises four verticals in the financial sphere. Our customized solutions are based on strategic thinking that encompasses the specific needs of our clients. Working with a group of highly qualified, multi-disciplinary professionals, we provide results that showcase our understanding of every client's business. Our added value is our ability to accurately assess the financial outcome of a solution before implementation. Growth and profitability are the goals of every business. Our expertise is showing you how to achieve them. Our services: Financing: We help our clients navigate their options for securing a range of loans to satisfy their capital needs. Commercial finance: Our financial solutions include • Working capital loan (against A/R, inventory) • Term loan • Canadian Small Business Loans for start-ups (CSBFL) • Commercial mortgage financing • Trade finance & leasing • Asset based lending Personal finance: We help clients arrange financing for buying and renovating home. Our services include: • Residential Mortgages • Home Credit Line • 2nd mortgages • Fixed and Variable Rate Personal Loans • Automobile Financing • Business Credit Cards • Debt consolidation, assist in lowering monthly payments, & financing other personal needs Consulting: Excelsior helps companies plan, prioritize & execute major business initiatives. Our Consulting solutions include: • Strategic Planning • Transaction Consulting: • Business Plans • Marketing Plans • Joint Ventures • Mergers and Acquisitions Accounting & Taxation: At Excelsior our goal is to conserve our client’s resources through effective financial and tax planning. We provide: • General ledger analysis & financial information reporting • Business Budgeting and Forecasting • Contractual Controller/CFO services • Setting up accounting systems for new businesses • Systems control, treasury, human resources & fraud detection

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HeadquartersToronto, CanadaEmployees7(1 to 10)Founded year2001Websiteefgcanada.caLinkedIn profileLinkedIn

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5

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5

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Top roles at Excelsior Financial Group

5 distinct titles indexed · top 5 shown.

  • 1bookkeeper & administrative assistant
  • 1director of real estate development
  • 1financial advisor
  • 1manager accounts and finance
  • 1president

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