6MARCH - APRIL 2026Editor's NoteStructured Capital and Disciplined Financial LeadershipCanada's financial institutions are operating in a period defined by capital scrutiny and heightened accountability. In a market defined by credit tightening, intergenerational wealth transfer, and operational uncertainty, institutions are being measured by execution, not aspiration. This edition of Financial Services Review Canada highlights how disciplined financing models and transparent planning processes are driving measurable outcomes.In this edition, Pivot Financial is recognized as Top Financing Structure Service in Canada 2026 for its disciplined, secured bridge financing model tailored to underserved Canadian SMEs. Rather than loosening credit standards, Pivot applies bank-grade underwriting through a lean team of veteran commercial bankers, delivering facilities between $1 million and $10 million with speed and predictability. Its 18-month structures, backed by receivables, inventory, equipment, real estate, or intellectual property, are designed to stabilize performance and position borrowers for a return to traditional lenders. Transactions such as the expansion financing for Moby and the acquisition funding that enabled PomeGran to secure CochraneTel demonstrate the firm's disciplined execution in moments when conventional banks stepped back.We also have leadership perspectives that translate strategy into operational discipline. Charlie House, Vice President Finance at AutoZone [NYSE: AZO], argues that effective planning requires process discipline, transparent forecasting, and contingency design, noting the need for mechanisms that translate performance into clear executive insight. Jeanne Krigbaum, Chief Wealth Planning Officer at Old National Bank [NASDAQ: ONB], outlines structured wealth transfer strategies, from ILITs to GRATs and SLATs, emphasizing that tax efficiency must align with broader financial objectives.Together, these contributions underscore a consistent theme: leadership in financial services is defined by rigor, clarity, and accountability. We invite readers to engage with the insights in this issue and consider how disciplined structures today will determine long-term resilience tomorrow.Copyright © 2026 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff RodriguezEditorial StaffAaron Pierce Ava Garcia Joshua ParkerPearl JohnsonVisualizersRobert Gray SmithEdwin paul *Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com MARCH - APRIL 2026, Vol 07 - 07 (ISSN 2835-9771) Published by ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.com
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