# Clearview Financial Services

> Your bridge to small business financing

- Canonical listing: https://agencysource.com/agencies/clearview-financial-services
- Location: Calgary, Canada
- Categories: [Accounting & Finance](https://agencysource.com/categories/accounting-finance)
- Services: Financial Advising & Planning
- Industries: Financial services, Business services
- Team size: Freelancer
- Hourly rate: $100 - $149 / hr
- Minimum project: $10,000+
- Founded: 2026
- Website: https://clearviewfinancialservices.ca
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

- 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.

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Source: Agency Source, https://agencysource.com/agencies/clearview-financial-services. Ratings and reviews come only from reviews submitted and moderated on Agency Source; agencies cannot pay for rank.