Invoice Banker in Canada Montreal –Free Word Template Download with AI
1250 Rue Sainte-Catherine Ouest, Suite 4800
Montreal, Quebec, Canada H3B 4W8
Phone: +1 (514) 555-0192
Email: [email protected]
QST No.: 123456789QST0001 | GST No.: 123456789RT0001
Licensed Banker – QuebecBill To
Consortium Industriel Laurentides Inc.
450 Boulevard des Galeries, Bureau 1200
Montreal, Quebec, Canada H2X 1V4
Attn: Mr. Jean-Pierre Tremblay, CFO
Client Account No.: CLT-2024-00312
Prepared By
Dr. Alexandre Moreau, CFA, CFP
Senior Banker & Portfolio Strategist
Meridian Financial Advisory Group
Montreal, Canada
License No.: QF-2019-8847
| # | Description of Banking Services | Service Category | Hours / Units | Rate (CAD) | Amount (CAD) |
|---|---|---|---|---|---|
| 1 | Comprehensive corporate treasury management review and restructuring of cash flow operations for the Montreal headquarters and three regional branches in Canada | Treasury Advisory | 12 hrs | $285.00 | $3,420.00 |
| 2 | Banker-led negotiation and restructuring of commercial credit facilities with two major Canadian financial institutions, including term loan refinancing and revolving credit line optimization | Credit & Lending | 8 hrs | $310.00 | $2,480.00 |
| 3 | Foreign exchange hedging strategy development for international procurement operations between Canada Montreal and European trading partners; includes quarterly FX risk assessment | FX & Risk | 6 hrs | $295.00 | $1,770.00 |
| 4 | Quarterly investment portfolio rebalancing and performance attribution analysis for the corporate pension fund, conducted by the assigned Banker in compliance with Quebec securities regulations | Investment Mgmt | 10 hrs | $275.00 | $2,750.00 |
| 5 | Regulatory compliance audit support and preparation of documentation for the Autorité des marchés du Québec (AMF) annual filing, including banker certification of financial statements | Compliance | 5 hrs | $320.00 | $1,600.00 |
| 6 | Ad-hoc advisory consultation on proposed acquisition of a manufacturing facility in the Greater Montreal area, including due diligence on target company banking relationships and debt covenants | M&A Advisory | 4 hrs | $350.00 | $1,400.00 |
| 7 | Monthly banking relationship management, including coordination with primary and secondary lenders, review of account structures, and preparation of the monthly banker's report to the board of directors | Relationship Mgmt | 3 hrs | $260.00 | $780.00 |
| Subtotal | $14,200.00 |
| GST (5%) – Canada Federal | $710.00 |
| QST (9.975%) – Quebec Province | $1,416.55 |
| Grand Total Due (CAD) | $16,326.55 |
Payment Terms & Invoice Notes
Payment Due: This Invoice is payable within thirty (30) calendar days of the Invoice date, no later than July 15, 2025. Payment may be made via EFT to the account designated below or by cheque payable to Meridian Financial Advisory Group, mailed to our Montreal, Canada office.
Late Payment: A late payment interest of 1.5% per month (18% per annum) shall be applied to any outstanding balance past the due date, in accordance with the terms of our Master Service Agreement dated January 10, 2024, and the provisions of the Quebec Civil Code governing commercial obligations in Canada.
Banker Certification: This Invoice has been reviewed and certified by the undersigned Banker, Dr. Alexandre Moreau, who is licensed by the Autorité des marchés du Québec. All services rendered comply with the professional standards set forth by the Institut des administrateurs financiers du Québec (IAFQ) and applicable Canadian banking regulations.
Tax Information: GST and QST have been applied as required for financial services rendered in the province of Quebec, Canada. Should the client hold a valid GST/QST registration number for input tax credit purposes, please provide your registration number to our billing department for a tax-inclusive Invoice reissue.
Dispute Resolution: Any disputes regarding this Invoice or the services described herein shall be resolved through mediation in Montreal, Canada, in accordance with the arbitration clause of the governing contract. All communications regarding this Invoice should be directed to the billing department at [email protected].
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