Experienced Treasury Professionals You Can Trust

With decades of hands-on treasury experience across Canadian financial institutions, fi-pro was founded to deliver specialized internal audit and advisory services that strengthen treasury operations for credit unions, trust companies, and small banks.

Our Expertise:

We bring over 25 years of senior and executive-level treasury experience in federally and provincially regulated financial institutions. Our credentials include CPA, CGA, CFA, and MBA designations, providing you with the highest standards of professional expertise.

Why fi-pro?

• Independent & Objective: 100% independent reviews delivering practical, unbiased recommendations.

• Specialized Focus: Deep treasury expertise tailored to the unique needs of smaller Canadian financial institutions.

• Regulatory Alignment: Current knowledge of OSFI and provincial regulatory requirements.

• Practical Solutions: Actionable insights informed by extensive industry exposure.

• Cost-Effective: Agile, responsive, and competitively priced for smaller organizations.

Our Commitment:

We’re passionate about treasury. Our mission is to strengthen your institution’s treasury operations by applying best practices, identifying risks, and providing actionable improvements that enhance governance, resilience, and regulatory readiness.