Referral Partners

Your clients trust you
with the complex calls.

When they need commercial financing, we're the firm you refer with confidence — discreet, professional, and results-oriented. We protect your relationship at every stage.

Who we work with

Built for the professionals
business owners trust most.

Accountants & CPAs
Your business owner clients often need capital solutions you can't provide directly. We handle the financing with full discretion and keep you informed throughout — protecting your advisory relationship.
Referral fee available on closed mandates
Lawyers & Solicitors
Whether you're acting on a commercial transaction, business sale, or restructuring — we provide fast, reliable financing solutions that help your client's deal close on time.
Referral fee available on closed mandates
Realtors & Brokers
Commercial transactions often fall through on financing. We help your buyers secure the capital they need — quickly and professionally — so your deal closes and your reputation stays intact.
Referral fee available on closed mandates
Wealth Advisors
High-net-worth clients with real estate portfolios or business interests often have complex financing needs. We provide confidential, senior-level advisory that complements your wealth management practice.
Referral fee available on closed mandates
Insurance Professionals
Business owner clients navigating real estate acquisitions or commercial expansion often need a financing partner. We handle the complexity while you focus on your relationship.
Referral fee available on closed mandates
Banking Professionals
We understand your compliance obligations — no fee arrangement applies. When a client file falls outside your credit parameters, we provide a structured solution while you retain the banking relationship. Your client gets a result. You look good for making the connection.
No fee arrangement — compliance respected
The process

Simple. Discreet. Professional.

A referral to Arise Capital Advisory takes minutes to make and reflects well on you throughout.

01
Make the introduction
A brief email or phone introduction is all we need. We take it from there and acknowledge the referral immediately.
02
We assess the mandate
We conduct a no-cost financing assessment, identify the optimal lender match, and present a clear term sheet — typically within 5 business days.
03
We keep you informed
You stay informed at every key milestone. We never go around you or undermine your relationship with your client.
04
Deal closes. Fee follows.
For eligible professionals, referral fees are paid upon successful funding and disclosed in writing before engagement. No surprises.
Our commitments to you

We protect what you've built.

I
Your relationship stays yours
We never solicit your client for unrelated services or attempt to displace your advisory role. We solve one problem and step back.
II
Full discretion, always
All client information is handled with strict confidentiality. We understand the sensitive nature of commercial financing.
III
You stay informed
We provide regular updates at key milestones so you're never in the dark about your client's file progress.
IV
Fees disclosed in writing
All referral fee arrangements are confirmed in writing before engagement — transparent, compliant, and professional.
V
We reflect well on you
Your client's outcome is our priority. A successful, professional experience makes you the trusted advisor who found the solution.
VI
Speed and execution
Most mandates receive an initial assessment within 48 hours. Time-sensitive situations are prioritized with same-day response.
A note for banking professionals

We handle what
you can't.

We understand that bank employees operate under strict internal compliance policies that prohibit referral fee arrangements. We respect that completely — and we don't ask you to compromise your position.

What we offer instead is a trusted, professional solution for client files that fall outside your credit parameters — environmental concerns, special loans, complex income structures, or deals that need to close faster than your process allows. Your client gets a result. You retain the relationship for everything else.

What we typically handle for banking clients

Files with environmental or title concerns · Clients already in special loans · Complex holding company structures · Self-employed or non-traditional income · Deals requiring a 30-day close · Loan amounts outside your credit appetite · Transitional or bridge situations

Fee structure

Transparent. In writing. Always.

How referral fees work

Referral fees are available to eligible referring professionals — including accountants, lawyers, realtors, wealth advisors, and insurance professionals — upon the successful funding of a mandate.

All fee arrangements are agreed upon and disclosed in writing before engagement commences. Fees are paid from Arise Capital Advisory's advisory compensation — not charged additionally to your client.

Referral fees are structured in compliance with applicable FSRA regulations and any professional body guidelines relevant to your designation.

Banking professionals: We understand your compliance obligations. No fee arrangement is offered or expected for referrals from bank employees.

All fees are disclosed in writing prior to engagement. Arise Capital Advisory operates under the mortgage agent licence of Jeffrey Ike (Licence #M21003771) through CanadaLend Inc. (FSRA Brokerage #11384).
Start a referral

Ready to make
an introduction?

Submit a referral

Share the basics below and we'll reach out within one business day to discuss the file.

Or reach out directly — we respond the same day.

For time-sensitive situations, a quick call or email is the fastest path. We understand that urgency in commercial financing is real.

+1 (416) 837-2679
info@arisecap.com
120 Woodstream Blvd Unit 23, Vaughan, ON L4L 7Z1
Response commitment

All referral inquiries receive an initial response within one business day. Time-sensitive files are prioritized with same-day response.