Quotation Estimate Banker in Canada Vancouver –Free Word Template Download with AI
Professional Banker Services – Corporate & Commercial Banking Engagement
Service Location: Canada Vancouver, British Columbia
Issued By:Pacific Northwest Financial Advisory Group Inc.
1200 West Georgia Street, Suite 2400
Vancouver, BC V6E 4R9
Canada
Phone: +1 (604) 555-0187
Email: [email protected] Prepared For:
[Client Name / Company Name]
[Client Address]
Vancouver, BC, Canada
[Client Phone / Email]
This Quotation Estimate is issued by Pacific Northwest Financial Advisory Group Inc. to provide a comprehensive, itemized cost breakdown for the engagement of a qualified Banker to deliver corporate and commercial banking services on behalf of the client within the Canada Vancouver metropolitan area. The Banker engagement described herein encompasses strategic financial advisory, treasury management, credit facilitation, and ongoing relationship banking tailored to the operational needs of businesses operating in the Vancouver, British Columbia market.
The scope of this Quotation Estimate covers a twelve (12) month initial engagement period, with the option to renew on an annual basis. All services will be delivered in accordance with the regulations set forth by the Financial Consumer Agency of Canada (FCAC), the British Columbia Securities Commission (BCSC), and applicable federal banking legislation under the Bank Act (R.S.C., 1985, c. B-1.5).
| Item No. | Description of Banker Service | Unit | Qty | Unit Rate (CAD) | Subtotal (CAD) |
|---|---|---|---|---|---|
| 01 | Senior Banker – Corporate Relationship Management (dedicated banker assigned to client for all banking operations in Canada Vancouver) | Month | 12 | $4,200.00 | $50,400.00 |
| 02 | Treasury & Cash Management Advisory (daily liquidity planning, intercompany transfers, multi-currency hedging for Vancouver-based import/export operations) | Month | 12 | $2,850.00 | $34,200.00 |
| 03 | Credit Facilitation & Loan Structuring (term loans, lines of credit, equipment financing, and working capital facilities sourced through partner banks in Canada Vancouver) | Engagement | 1 | $15,000.00 | $15,000.00 |
| 04 | Quarterly Financial Review & Strategic Banking Sessions (on-site meetings at client premises in Vancouver, BC; includes performance reporting and banking strategy adjustments) | Session | 4 | $1,800.00 | $7,200.00 |
| 05 | Regulatory Compliance & AML/KYC Oversight (ensuring all banking transactions comply with FINTRAC reporting requirements and Canada Vancouver municipal business licensing obligations) | Month | 12 | $1,100.00 | $13,200.00 |
| 06 | Trade Finance & Letter of Credit Services (support for international trade transactions originating from or destined to Canada Vancouver ports) | Transaction | 6 | $950.00 | $5,700.00 |
| 07 | Emergency Banking Support & After-Hours Advisory (24/7 access to the assigned Banker for urgent liquidity or credit matters) | Year | 1 | $3,600.00 | $3,600.00 |
| 08 | Onboarding & Account Setup (opening of corporate banking accounts, setting up electronic banking, wire transfer protocols, and integration with client's ERP system in Canada Vancouver) | Flat | 1 | $2,500.00 | $2,500.00 |
| Description | Amount (CAD) |
|---|---|
| Subtotal – All Banker Services | $131,800.00 |
| Goods and Services Tax (GST) – 5% (federal, applicable in Canada Vancouver) | $6,590.00 |
| Harmonized Sales Tax (HST) – 5% (British Columbia applies GST only, no PST on professional services) | $0.00 |
| Total Quotation Estimate Amount | $138,390.00 |
- Acceptance: This Quotation Estimate becomes a binding agreement upon written acceptance by the client and execution of the Master Service Agreement (MSA) by both parties. The Banker engagement shall commence no earlier than the effective date stated in the MSA.
- Payment Terms: Invoicing for the Banker services shall be issued on a monthly basis, payable within thirty (30) calendar days of invoice date. A 1.5% monthly late-payment interest charge shall apply to overdue balances in accordance with the Interest Act (R.S.C., 1985, c. I-6).
- Banker Qualifications: The assigned Banker shall hold a minimum of ten (10) years of experience in corporate and commercial banking, be a registered representative in good standing with the applicable Canadian banking regulatory bodies, and maintain professional liability insurance of no less than CAD $5,000,000.
- Confidentiality: All financial data, transaction records, and proprietary business information shared during the Banker engagement shall be treated as strictly confidential and shall not be disclosed to third parties without written consent, in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and the Freedom of Information and Protection of Privacy Act (FIPPA) of British Columbia.
- Termination: Either party may terminate the Banker engagement with sixty (60) days written notice. In the event of early termination by the client without cause, a termination fee equal to 15% of the remaining contract value shall apply.
- Governing Law: This Quotation Estimate and the resulting Banker engagement shall be governed by and construed in accordance with the laws of the Province of British Columbia and the federal laws of Canada applicable in Canada Vancouver.
- Dispute Resolution: Any disputes arising from this Quotation Estimate shall be resolved through mediation in Vancouver, BC, and failing mediation, through binding arbitration administered by the British Columbia Arbitration Institute.
- Force Majeure: Neither party shall be liable for delays or failures in performance of the Banker services caused by events beyond reasonable control, including but not limited to natural disasters, pandemics, or government-imposed restrictions affecting operations in Canada Vancouver.
This Quotation Estimate assumes that the client will provide timely access to all necessary financial documentation, corporate resolutions, and regulatory filings required for the Banker to perform the outlined services. This estimate does not include third-party bank fees, wire transfer charges levied by correspondent banks, or costs associated with obtaining specific regulatory approvals from the Office of the Superintendent of Financial Institutions (OSFI). Any services outside the scope defined in Section 2 shall be subject to a separate Quotation Estimate.
By signing below, the client acknowledges receipt of this Quotation Estimate for Banker services in Canada Vancouver and agrees to the terms, conditions, and pricing outlined herein. The Banker engagement shall be subject to the execution of the full Master Service Agreement.
For Pacific Northwest Financial Advisory Group Inc.:______________________________
Name: Margaret Chen, CFA
Title: Director, Corporate Banking Division
Date: ________________________ For the Client:
______________________________
Name: ________________________
Title: ________________________
Date: ________________________ ⬇️ Download as DOCX Edit online as DOCX
Create your own Word template with our GoGPT AI prompt:
GoGPT