Lee Schaffer’s Post

Fantastic way to start the day with my branch partners and colleagues at RBC this morning. We discussed a series of seminars I wish to hold and how we can all work together for the benefit of helping our clients achieve real financial progress !! Looking forward to the next few months!! #mortgagespecialist #rbc

What is the best way to fund my business? I’ve been asked this question recently, and, whilst I am happy to discuss this topic at length, I am also able to point people straight to the Knowledge Bank on our website. Here we break down the different offerings in clear, simple terms. So if you're looking to unlock working capital or improve cash flow, our Knowledge Bank can help you understand which solution is right for your business. 🔗 Check it out here: https://lnkd.in/eeKNAtWD P.S. Want to stay up to date with the latest insights on commercial finance? Follow Sterling Commercial Finance on LinkedIn for more tips, news, and updates. #InvoiceFinance #CommercialFinance #SterlingCommercialFinance #CashFlowSolutions

🌍✨ Exciting developments in the finance world! The RBC has joined the elite ICE Clear Credit network, stepping into a new realm of capital and operational efficiencies with access to top-tier clearing services for credit default swaps. This strategic move further strengthens its global presence. 🏦💼 #FinanceInnovation #GlobalBanking #RBC #ICEClearCredit #FinanceNews #InvestmentBanking #Finance #ICE #Banking

At BMO Private Wealth we know wealth builds complexity. We can deliver a wealth plan based on your current and future personal and business goals, while incorporating the benefits of personalized banking services. Reach out to take advantage of our expanded wealth management expertise today.

At BMO Private Wealth we know wealth builds complexity. We can deliver a wealth plan based on your current and future personal and business goals, while incorporating the benefits of personalized banking services. Reach out to take advantage of our expanded wealth management expertise today.

Wealth Transfer is a definite fact, where Banks must act ASAP in order to keep assets under control. Visit Backbase today and learn why so many banks have chosen Digital Invest. #behaviouralFinance  #wealthbanking #digitalbanking  #technicaldebt #digitalacceleration #financialinstitution #banking-technology https://lnkd.in/dXrFBd5i

Our capital markets team represented the underwriters, led by CIBC World Markets Corp., BofA Securities, Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, and TD Securities (USA) LLC, on Canadian Imperial Bank of Commerce's SEC-registered USD2.25 billion notes offering, comprising three series of floating and fixed-to-floating rate senior notes. This marks another significant senior debt financing transaction for CIBC, a leading and well-diversified North American financial institution providing services to 14 million personal banking, business, public sector, and institutional clients across North America and around the world. The net proceeds from the offering will be used for general corporate purposes. Partner Justin Cooke led the transaction alongside associates Cristina Palma, David Birch, and Nikolaos Chagias, with additional support provided by partner Jennifer Morton and associate Taylor Pugliese. Read more about the deal here: https://lnkd.in/eTv9BQ-9 #AOShearman #CapitalMarkets

Our capital markets team represented the underwriters, led by CIBC World Markets Corp., BofA Securities, Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, and TD Securities (USA) LLC, on Canadian Imperial Bank of Commerce's SEC-registered USD2.25 billion notes offering, comprising three series of floating and fixed-to-floating rate senior notes. This marks another significant senior debt financing transaction for CIBC, a leading and well-diversified North American financial institution providing services to 14 million personal banking, business, public sector, and institutional clients across North America and around the world. The net proceeds from the offering will be used for general corporate purposes. Partner Justin Cooke led the transaction alongside associates Cristina Palma, David Birch, and Nikolaos Chagias, with additional support provided by partner Jennifer Morton and associate Taylor Pugliese. Read more about the deal here: https://lnkd.in/dVGdqhVn #AOShearman #CapitalMarkets

I just completed JPMorgan Chase & Co.'s Commercial banking on Forage. In the simulation I : 1. Completed a transaction overview to understand how the debt of a company will change post-transaction. 2. Prepared company and industry overviews. 3. Completed analyses in Excel to determine a covenant structure. 4. Prepared a 10-year financial model forecast.

When we moved from a fee-only banker/advisor model to acting as principals at JB Capital, it was a significant gamble. This decision wasn't easy - it required time to scale and pushed us into uncharted territory. But we’d already seen that the traditional banker/broker adviser market wasn’t sustainable, and our long-term vision demanded this shift. And it paid off. Today, we’re still benefiting from that decision, both financially and in terms of expertise. Industry leaders now seek our partnership and guidance, validating our strategy. The risk has made us more resilient and knowledgeable. The move was necessary, and it continues paying dividends. Long-term vision often requires short-term risks - take the leap.