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First Nations Equity offers a variety of business and
financial advisory services for clients that are small to mid-size companies
and organizations. Clients
are Aboriginal and non-Aboriginal privately held businesses, public
companies, community based corporations, financial institutions, First
Nations and governments.
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SERVICES TO PUBLIC SECTOR
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Advisory services to
public governments and First Nations on business development issues,
business transactions, community project financings, impact and benefit
agreement negotiations, economic and business research, regional economic
planning and
community consultation matters.
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SERVICES TO PRIVATE/PUBLIC CORPORATIONS
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Advisory services to corporations dealing with First
Nations on business development issues, developing business partnerships,
impact and benefit agreements, and consultation matters.
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SERVICES TO NATIVE ENTREPRENEURS AND
ENTERPRISES
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Prepare
information and/or investment memorandums, bank proposals and business
plans. Assist the client in negotiating, structuring and closing financial
transactions. Assist the client in locating, selecting and negotiating
with potential business partners in developing business partnerships or
joint ventures.
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WEALTH MANAGEMENT SERVICES
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The firm has a referral
arrangement with Caldwell Securities for wealth management services.
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