Shelby Coulter
- Language
- English
- Download in alternate language
- Specialties
- Healthcare, Black Entrepreneur Program, Internationally Trained Dentists
As your business evolves, you need advice to support your goals — I'll be the single point of contact for your business accounts, borrowing and more. In my spare time, I enjoy travelling and experiencing new cultures.I’ve been in the Canadian financial services industry since 2013.
Here are some things we can work on together
- Business accounts and cash management
- Credit cards
- Investments
- Loans and lines of credit
How I can help you
Whether you want to apply for business financing and explore credit options or optimize your cash flow, I can empower you to make smart financial decisions for your business today and into the future.
We’ll meet when it's convenient for you, whether it’s in person, by phone or e-mail. We’ll chat about your business goals so I can put together a personalized plan that'll help set your business up for success. Our advice covers everything from business bank accounts and credit cards to starting, growing, managing or exiting a business: let's talk about your unique business needs.
Are your priorities changing? Are you transitioning your business into something new? Or do you just want to check in? We can revisit your financial roadmap whenever you like to make sure it’s working for you, and evolve it as needed to optimize profits moving forward.
I look forward to meeting with you and helping your business prosper.
More smart advice
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Get in touch
Investment advice and services are provided by CIBC Imperial Investor Service (IIS), a division of CIBC Investor Service Inc. (ISI), or by CIBC Securities Inc. (SI), and by SI in Quebec.
The CIBC logo is a trademark of CIBC.
Investment advice and services are provided by CIBC Imperial Investor Service (IIS), a division of CIBC Investor Service Inc. (ISI), or by CIBC Securities Inc. (SI), and by SI in Quebec.
The CIBC logo is a trademark of CIBC.