Welcome To Planalyseetin

Your Trusted Financial & Banking Compass

Guiding Canadian Businesses to Optimal Solutions

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Our Services

what we provide

Business Banking Solutions

Business Banking Solutions

Optimizing Your Business Financial Ecosystem In today's dynamic economic landscape, efficient.

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Optimized Cash Flow Strategies

Optimized Cash Flow Strategies

Elevating Financial Fluidity with Optimized Cash Flow Strategies Our Optimized Cash Flow.

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Lending & Funding Pathway Guidance

Lending & Funding Pathway Guidance

Strategic Capital Sourcing & Advisory Our Capital Sourcing & Advisory service is.

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Payment System Selection & Setup

Payment System Selection & Setup

Optimizing Your Transaction Ecosystem Our Payment System Selection & Setup service is designed.

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Capital Allocation & Management

Capital Allocation & Management

Strategic Capital Allocation & Management Our Capital Allocation & Management service.

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Financial Risk Assessment & Mitigation

Financial Risk Assessment & Mitigation

Strategic Financial Resilience Our specialized service focuses on the proactive identification,.

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about

About Us

Empowering Canadian Businesses with Bespoke Financial Strategies

We specialize in navigating the complex world of financial and banking services for Canadian business owners. Our expert advisors provide personalized guidance, ensuring you select solutions that perfectly align with your unique operational needs and growth aspirations, fostering long-term success.

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4k+

Client success

6k+

Tailored solutions

155

Expert guidance

53+

Future focused

How it works

our high quality working processes

Discovery & Diagnostic

We begin with an in-depth analysis of your current financial landscape, business goals, and operational challenges to pinpoint exact needs.

Strategic Solution Crafting

Leveraging our expertise, we design a customized suite of financial and banking solutions perfectly aligned with your identified requirements and future vision.

Implementation & Ongoing Synergy

We assist with the seamless integration of chosen solutions and provide continuous support, ensuring sustained financial health and adaptability.

Our Portfolio

our latest creative work

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our pricing

choose your pricing plan

Monthly / Year

Foundational Start C$

99 C$

/Monthly


Foundational Start C$ plan includes

  • Initial financial health check

  • Basic business account recommendations

  • Introductory credit facility guidance

  • Payment processing setup advice

Request a specialist consultation

Growth Accelerator C$

149 C$

/Monthly


Growth Accelerator C$ plan includes

  • Comprehensive financial ecosystem analysis

  • Optimized banking partner selection

  • Advanced lending and capital access strategies

  • Cash flow optimization insights

  • International transaction guidance

Request a specialist consultation

Enterprise Navigator C$

299 C$

/Monthly


Enterprise Navigator C$ plan includes

  • Holistic financial architecture design

  • Strategic investment portfolio review

  • Risk management and fraud prevention strategies

  • Mergers & acquisitions financial advisory

  • Succession planning integration

  • Ongoing executive financial partnership

Request a specialist consultation

Blog

our latest news

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client testimonials

Hear From Canadian Businesses We've Helped Thrive

our team

our skilled team

team member

Neil Chapdelaine

Senior Financial Advisor

team member

Hudson Talbot

Banking Solutions Architect

team member

Owen Ward

Client Success Manager

team member

Joel Gaudreau

Strategic Partner Lead

FAQ

got questions? We have the answers

We start with a deep dive into your industry, size, growth stage, and unique operational challenges to ensure every recommendation is perfectly aligned.

Our expertise spans business banking, lending, payment processing, cash management, investment strategies, and international finance solutions.

Absolutely. We offer scalable advice, from foundational banking setups for new ventures to complex restructuring for mature enterprises.

Our commitment is solely to your business's best interest. We work independently of financial institutions, providing objective, unbiased advice.

While some benefits are immediate, strategic financial shifts yield long-term gains. We focus on sustainable improvements, with initial impacts often visible within weeks.

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Contact

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