Clearview Financial Services
Your bridge to small business financing
Work at Clearview Financial Services? Claim this listing with a work email on the listing domain or a DNS TXT record.
Client reviews
Written by clients and checked before they go live. Agencies cannot edit them or the score.
Worked with Clearview Financial Services? Be the first to review.
Score quality, schedule, cost and whether you would refer them, then say what they did best and what could be better. It takes about three minutes, and buyers read every word.
- Checked before it goes live
- The agency can reply, not edit
- Your email is never shown
About Clearview Financial Services
- Clearview Financial Services Inc. is a Calgary-based business
- loan broker founded by Jeff Allison, a commercial banker of 40
- years and former public-company CEO. Clearview gets established
- small and mid-market businesses lender-ready — building
- bank-grade business plans, cash-flow projections and lender
- packages — then makes warm introductions to the right banks,
- credit unions, and government and private lenders across Western
- Canada. Services include business plans, 3–5 year projections,
- lender and lawyer introductions, accounting support, deal
- structuring, and Fast Cash working-capital funding. Jeff never
touches client funds and fees are disclosed up front.
Services
Capabilities listed on this profile.
Pricing
Self-reported by the listing.
Team & locations
Questions & answers
Ask Clearview Financial Services about fit, budget or process before you reach out.
No questions yet. Ask about minimum budgets, who runs the account, or how they report results.
Sign in to ask a question. Questions are checked before they appear.