Confidential Intake & Advisory

Start with a clear picture of your funding opportunity.

Connect with our senior advisory team to determine applicable grant programs, SR&ED tax credits, and non-dilutive capital for your organization.

Fastest Pathway Option 1: Book 30-Min Call

Pick a time directly on James's calendar for an immediate 1-on-1 discovery consultation.

Schedule a Call ↓

Detailed File Review Option 2: Submit File Intake

Provide your company details and project scope for a preliminary assessment by our CPAs.

Fill Out Intake Form ↓

Option 1 · Instant Booking

Schedule your 30-minute consultation with James.

Select a time that suits your schedule. We will review your projects, identify eligible federal and provincial grants, and provide a direct roadmap with no obligation.

James Stephan-Usypchuk Senior Advisory Partner · Canadian Funding Partners

Google Meet 30 Minutes 100% Confidential

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Option 2 · Comprehensive Intake

Prefer to share your project details first?

Tell us about your organization and active initiatives. Our team of CPAs and Professional Engineers will prepare a tailored review prior to our conversation.

1. Contact Information

Full name Work email Phone number Preferred contact method

2. Your Organization

Business or organization name Website Primary location (City and Province) Organization type Number of employees Industry sector

3. Your Funding & Growth Opportunity

What are you currently planning, building, or training for?

What kind of funding are you exploring? Select all that apply.

Government grants (Hiring, Export, CapEx) SR&ED R&D tax credits Ontario Job Grant (Workforce training) Commercial loans & growth capital

Expected project or training start How did you hear about us?

Submitting this form does not create a binding advisory relationship or guarantee program eligibility.