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Okanagan Operations | Serving Western Canada

Strategic CFO, Corporate Finance Solutions, Commercial Brokerage and Financial Advising

Empowering mid-market business owners, winery operators, real estate developers, corporate executives, and board members; based in the Okanagan and servicing clients across Western Canada with institutional debt advisory, fractional CFO management, and flat-fee, unconflicted financial planning.

Schedule Advisory Session Explore Practice Areas

Executive Qualifications

CFA

Chartered Financial Analyst

Global gold standard in investment analysis & corporate finance.

FRM

Financial Risk Manager

Certified expertise in financial stress testing & risk mitigation.

CS

Commercial Banking Track Record

Underwritten & managed corporate debt facilities with a total portfolio size over $500MM.

$500MM+
Portfolios Managed
100%
Fee-Only & Independent
CFA / FRM
Designated Oversight
0%
Commission Conflicts
Core Practice Areas

Institutional Corporate Advice & Solutions

Tailored financial modeling, fractional CFO management, debt management, and financial planning for Western Canadian enterprises and executives.

01 / CFO STRATEGY

Virtual CFO & Fractional Advisory

High-level financial direction without the $200k+ executive overhead. Dynamic cash flow modeling, capital allocation, and debt service compliance.

  • Working capital & inventory optimization
  • Banking relationship management
  • M&A & valuation due diligence
$1,500 – $4,000 / mo retainer
02 / DEBT ADVISORY

Commercial Loan Brokerage & Debt Management

Leveraging deep commercial banking experience to structure bank-ready credit applications commercial debt facilities.

  • Bank-ready credit packages & financial analysis
  • Restructuring and Debt Management Strategies
  • Lender terms & covenant negotiation
0.5% – 1.0% Fee / Success Basis
03 / ADVICE-ONLY PLANNING

Financial Planning & Tax Strategy

Flat-fee, unconflicted personal and corporate financial planning. We sell no investment products or insurance, delivering 100% objective direction.

  • Corporate & personal tax integration
  • Holding company & wealth extraction models
  • Retirement, estate & succession pro-formas
$1,500 – $5,000 / Flat-Fee Plan
04 / MODELING & AUTOMATION

Financial Modeling & Process Automation

Project-based financial modeling and AI-powered process automation built for critical corporate finance decisions, capital project evaluations, M&A due diligence, and operational efficiency; delivering institutional direction on a single-engagement basis.

  • Dynamic three-statement forecasting & scenario planning
  • Capital project profitability modeling
  • AI-assisted workflow automation & system integrations
$2,500 – $7,500 / One-Time Project
05 / COMMUNITY & GRANTS

Non-Profit Advisory & Grant Proposals

Dedicated financial oversight, audit readiness, and data-heavy commercial grant applications for non-profit boards and regional development projects.

  • Audit readiness & charity allocation modeling
  • Government grant proposal writing
  • Board governance & fiduciary reporting
Project or Retainer Basis
06 / RISK MANAGEMENT

Capital Protection & Feasibility Analysis

Rigorous financial stress testing, debt capacity analysis, and downside projections to protect capital ahead of major expansions or investments.

  • Comprehensive risk profiling
  • Commercial expansion feasibility checks
  • Interest rate & liquidity stress testing
Custom Scope Analysis
About Palaris Advisory

Institutional Knowledge. Unconflicted Advice.

Headquartered in the Okanagan Valley and serving business owners and corporate boards across Western Canada, Palaris Commercial Advisory was established to deliver the exact financial expertise that tier-1 commercial banks use—without the corporate bureaucracy.

Having underwritten and managed complex commercial portfolios over $500MM across real estate development, hospitality, wineries, and diversified commercial enterprises, we bridge debt structuring with corporate finance advice.

Jason Lee - Managing Director

Jason Lee, CFA, FRM

Managing Director & Lead Commercial Advisor

Former Senior Commercial Banker with over 10 years of banking experience with a proven track record in debt structuring, corporate finance, and risk management. Jason specializes in advising mid-market enterprises, real estate developers, wineries and hospitality businesses throughout Western Canada.

CFA Charterholder FRM Designation BC Designated Financial Advisor Former Senior Commercial Banker Winery & Real Estate Specialist Serving Western Canada

Why Work With Palaris?

  • 100% Unconflicted Advice-Only Planning We take zero investment commissions or product kickbacks. You pay purely for objective, fee-only financial and tax strategy.
  • Insider Lender Perspective We know how bank adjudicators analyze financial statements, leading to faster credit approvals and optimized borrowing costs.
  • Deep Okanagan & Western Canadian Footprint Specialized understanding of regional commercial verticals, including winery expansions, real estate development, and hospitality businesses.
  • Advanced Financial & Risk Oversight Holding both CFA and FRM designations guarantees that risk mitigation and exemplary financial analysis are built into every plan along with.
Start The Conversation

Schedule Your Initial Strategy Call

Select a time directly on our calendar for a confidential 20-minute consultation, or leave a direct message below.

1. Direct Booking Calendar

Select an available time for a 20-minute strategy call. Mandatory intake questions ensure we are fully prepared for your business model.

2. Send a Confidential Note

Prefer to provide project specifics, tax planning requirements, or financing overview prior to scheduling? Complete the form below.