Treasury Audits & Reviews for Small and Mid-Sized Financial Institutions

Clear. Practical. Actionable.

Practical internal audits, best practice reviews, and regulatory alignment for Canadian financial institutions.

Our Expertise:

We specialize in helping small and mid-sized Canadian financial institutions navigate the complexities of treasury operations. With decades of hands-on experience in credit unions, trust companies, and banks, we understand the unique challenges you face—and we’re here to help.

Our services focus on conducting internal audits and reviews to evaluate treasury practices, processes, and internal controls. We identify opportunities for improvement and provide actionable recommendations grounded in industry best practices and regulatory guidelines.

Why Choose fi-pro?

• Independent, Experienced, Practical — Over 25 years of senior-level treasury experience.

• Focused on Treasury — Deep expertise across credit unions, trust companies, and small banks.

• Actionable Results — Clear recommendations aligned with regulatory expectations.

• Cost-Effective & Agile — We deliver high-quality work with efficiency and value.