STOP LEAVING
REVENUE ON THE TABLE.

Actively manage key profitability levers to drive sustainable financial outperformance.

Get a Free Initial Assessment

DON'T JUST IDENTIFY RISK.
ACTIVELY MANAGE IT.

Evaluate risks in the context of the returns they generate, tolerance levels, and risk-taking capacity.

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FOCUS ON THE FINANCIAL.

Quantify the impact of your institution's strategic objectives to better plan for the future.

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TAKE CONTROL OF YOUR
LONG-TERM SUSTAINABILITY.

Leverage forward-looking analytics, planning tools, and advisory expertise to ensure you stay on track.

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PERFORM. RISK. OPTIMIZE.

We give deposit-taking financial institutions the tools they need to power decisions that drive financial outperformance and actively manage risk.

Precision Data Modelling

Advanced multi-year financial performance forecasts, Monte Carlo risk simulations, and what-if scenario models.

Decision-Focused Analytics

Forward-looking business intelligence across the balance sheet, income statement, cash flow statement, and key performance and risk indicators.

Expert Advisory & Support

Straight-shooting analysis and interpretation to highlight opportunities and risks that might otherwise be missed.

GET RESULTS

For 22 years, we've helped our clients generate hundreds of millions in revenue.

ENHANCE REVENUE

Quantify the impact of today's decisions on future balance sheet growth and profitability.

Financial Performance Forecast Analytics

Balance Sheet Position
Balance Sheet Yields and Costs
Core Drivers of Net Interest Margin
Income Statement
Cash Flow Statement
Key Performance Indicators
Product Profitability

MANAGE RISK, INTENTIONALLY

Evaluate risks in the context of the returns they generate, unique risk tolerances, and strategic objectives.

Financial Risk Analytics

Interest Rate Risk
Funding and Liquidity Risk
Credit Risk (IFRS-9 ECL)
Credit Risk (Unexpected Loss)
Stress Testing and ICAAP
Regulatory Compliance

EVALUATE & BENCHMARK

Assess financial performance and risk indicators and drive a sustainable financial future.

Benchmarking Analytics

Peer Comparative Analytics (Anonymous)
Strategic & Budget Alignment
Comparative Scenario Analytics
Risk Tolerance Alignment
Regulatory Alignment
Economic Alignment Analytics

OPTIMIZE DECISION-MAKING

Turn information and analytics into actionable, evidence-based decisions with confidence.

Advisory & Support Services

Monthly or quarterly reporting with expert analysis and actionable recommendations
ALCO and Board committee meeting participation and customized education programs
Risk management policy development and template support
Derivative transaction execution support and hedge accounting
Managed investments intermediary services

HAVE PEACE OF MIND

Things can change quickly, but we're always in your corner.

Full Control

Financial models are driven by your institution's unique data and input assumptions, and are fully transparent, certified for accuracy, and back-tested.

Lightning-Fast Turnaround

We take care of all raw data transformation and staging and deliver actionable insights in a matter of days, giving you more time to focus on results.
Dedicated Relationship Management
A formal communication channel to ensure your institution leverages PRO’s full suite of processes and deliverables and address suggestions, needs or concerns.
Governance Support and Education
Customized training and education sessions/resources for Management and Board audiences to enhance your institution's knowledge base.

Cutting-Edge Technology

Our financial modelling software is best-in-class, and all data transmission and storage is encrypted and compliant with best practice security and backup protocols.

Risk-Free Engagement

Our engagement contract has no fixed term. If we’re not delivering the value you expect, you’re free to terminate at any time.

EXPAND YOUR CAPACITY

Leverage our team of technology, data science, accounting, finance, asset-liability management (ALM), capital markets, business intelligence, and communications experts.

Advisory

Andrew Clauson

CFA

President

Andrew oversees all aspects of PRO's business and strategy, leads the design and implementation of all client-facing analytics and business intelligence tools, and assists clients with policy development, ICAAP, and long-term strategic performance analysis.

Filip Jakobs

CFA

Chief Investment Officer

Filip leverages extensive derivatives and fixed income trading, investment, and treasury management experience at chartered banks and credit unions as he develops and executes active risk management and capital market strategies for clients.

Scott McCaffrey

BBA

Chair
Head, Executive Strategy

Scott facilitates and develops financial strategy with client executives, drawing upon his nearly three decades of senior leadership experience in Treasury, ALM, and governance across multiple financial institutions.
Financial Modelling

Judy Sam

CPA, CMA

Financial Modelling
Model Development

With vast experience implementing and operating financial models at various credit unions, Judy leads PRO’s modelling team and provides valuable quality assurance for all updates to the Empyrean model.

Andy Yan

CPA, CGA

Financial Modelling
Hedge Accounting

In addition to working with client data and financial modelling, Andy utilizes his tremendous financial experience in banks and credit unions to handle all hedge accounting documentation for client derivatives.

Antony Rutter

ACMA, CGMA

Financial Modelling
Process Improvement

Antony adds a unique perspective to PRO, drawing upon his years of experience in FP&A across numerous industries in his work with client data and modelling and process automation.
Technology

Michael Paone

BSC (1st Hon)

Manager, Systems and Technology

Michael manages and maintains all of PRO’s information technology and systems architecture, including the development of custom end user applications that streamline workflows and enhance processes.

Kurt Laitner

Blank

Systems Architecture

Kurt oversees and coordinates PRO’s overall technology strategy, sourcing solutions and ensuring the systems architecture remains suitable for our needs.
Client Experience

Michelle Muselius

MFA

Head, Client Experience

With a MFA in creative writing, Michelle puts her stamp on all PRO communications to ensure all analysis and recommendations are conveyed clearly, concisely, and consistently.
Partners

Empyrean Solutions

ALM Model Software

Empyrean’s ALM modelling software is the backbone of PRO’s workflow, calculating the granular future cash flows that underpin our forecast and risk analytics. The software is certified for accuracy and is the system of choice for major banks and credit unions across North America.

Conner, Clark & Lunn (CCL)

Investment Management

CCL is a Vancouver-based investment firm, offering a managed fund product with an allocation of 70% fixed income and 30% in a market neutral equity strategy. PRO client investments are pooled to reduce management fees.

Phillips, Hager, North (PHN)

Investment Management

PHN is a Vancouver-based investment firm, offering a managed fixed income fund employing a variety of credit exposure techniques to enhance yields. PRO client investments are pooled to reduce management fees.

START NOW

INFO@PROFINANCIAL.BC.CA

+1-604-987-7761

Intro Call

30 minutes to get to know you and understand your organizational objectives, constraints and needs.

Data Discovery

Receive our full array of forecast and risk analytics based on your own data, to identify opportunities to enhance and protect revenue.

Initial Engagement

90 days of full access to our array of reporting, advisory services, and resources with no obligation to continue.