To make the most of your time with your advisor, we recommend that you prepare for your meeting ahead of time. Coming prepared is the best way to make sure your request is handled quickly, whether you want to open an account, apply for a loan, or discuss your investments.
Our client relationships are based on attentive listening, trust, and a close knowledge of your company
To get a quick turnaround on your request, you’ll need to bring the required supporting documents to your meeting with your advisor.
Some documents are required for all requests, while others are only needed if you’re not yet a BCV client, or for certain types of requests.
The following documents are generally required for all business loan applications:
Documents required for all business loans
Your advisor can help you decide what kind of bank accounts you will need. To do this, they will need to know:
To determine your investor profile, your advisor will need to know your investment goals. To do this, they will ask you about:
Long-term banking relationships require regular contact. We recommend that you let your advisor know about any upcoming major developments in your business. You can even provide them with regular updates on your business. And if you run into a problem or spot a potential issue, contact your advisor right away. They will be happy to work with you to find a solution and provide the resources you need to ensure the long-term success of your business.