Sector Roundtables

SMB Roundtable

View Members

54

Companies

Overview

The CLA Small Business Lender Roundtable is made up of the leading FinTech SMB lenders in Canada. The goal of this invite-only group is to work on strategies to advance services for small businesses across the lending spectrum.

Visit the CLA’s Calendar to view all upcoming Roundtables.

To inquire about joining this roundtable, reach out to info@canadianlenders.org.

Please note: it is important that CLA members do not engage, under the auspices of the CLA, in coordinated behaviors or practices that restrict competition or target competitors who are not members of the CLA. It is critical that CLA staff and CLA members abide by these guidelines which are designed to avoid not only actual wrongdoing but also the appearance of wrongdoing. To that effect, CLA members should generally refrain from sharing with each other any confidential sensitive commercial information such as pricing, capacity, expansion, business plans etc. 

Members

Robin Stewart

Robin Stewart

VP | Head SMB

BMO
Harley Greenspoon

Harley Greenspoon

COO

Journey Capital
David Gens

David Gens

CEO

Merchant Growth
Darren Lorimer

Darren Lorimer

SVP & Group Head, Commercial Banking

EQ Bank
James Jang

James Jang

President

Accord Financial
Jordan Fein

Jordan Fein

CEO

Greenbox Capital
Natasha Dillon

Natasha Dillon

CFO

FundFi
Paul Pitcher

Paul Pitcher

Managing Partner

SharpShooter Funding
Mark Joseph

Mark Joseph

President

Magical Credit
Mark Thibeault

Mark Thibeault

Managing Director

ATB Financial
Ketan Bhole

Ketan Bhole

Partner

Deloitte
Sean Quagliani

Sean Quagliani

CEO | Co-Founder

Fortiro
Jean Dauvin

Jean Dauvin

Partner

Deloitte
Don Ludlow

Don Ludlow

Vice President & National Head Treasury Solutions

RBC
Atul Mehra

Atul Mehra

Co-Founder & Director

Morex Capital
Maarten Van der Putten

Maarten Van der Putten

Director of Enterprise Sales & Partnerships

Liberis
Steve McSherry

Steve McSherry

Director of Business Development

FCT
Ormond Yeung

Ormond Yeung

COO

Capital Advance
Monica Ruffo

Monica Ruffo

Founder

Originarium
Mustapha Darbaj

Mustapha Darbaj

Co-Founder

CapitalServ
Chady Zahiri

Chady Zahiri

Founder | President

Voxen Capital
Chris Service

Chris Service

Managing Partner

Service Capital
Hamid Akbari

Hamid Akbari

Chair of the Board

Blanc Labs
Andrew Graham

Andrew Graham

CEO | Founder

Borrowell
Sacha Mamontow

Sacha Mamontow

Head of Cards & Fintech Market Development

TransUnion
Lauren Thompson

Lauren Thompson

Senior Vice President, Business Development & Partnership Management

Peoples Group
Derek Szeto

Derek Szeto

Co-Founder | CEO

Walnut Insurance
Francois Cote

Francois Cote

CEO

Fig
Miles Schwartz

Miles Schwartz

Co-Founder & CEO

Zūm Rails
Kira Tchernikovsky

Kira Tchernikovsky

Co-Founder and COO

Customerization
Hughes Boivin

Hughes Boivin

President

TIB Finance
Bassil Bassil

Bassil Bassil

Vice President Commercial Credit

Servus Credit Union
Sean Parker

Sean Parker

Managing Director and CEO

AML Consultancy Inc.
Bulent ONSOY

Bulent ONSOY

Co-Founder

SmartQue
Harlen Suslik

Harlen Suslik

CEO

Rocket Advance
Hamza Mhadi

Hamza Mhadi

Founder, CEO

Herald Labs
Su Ning Strube

Su Ning Strube

Chief Growth Officer/Chief Product Officer

Judi.ai
Ahmad Sobh

Ahmad Sobh

CEO

Contract-It
Alex Nazha

Alex Nazha

Head of Gatestone Digital & VP, Client Solutions

Gatestone
Teyjes Virmani

Teyjes Virmani

Founder & CEO

Daixta intelligence
Samuel Medjuck

Samuel Medjuck

Founder

theBNK
Michael King

Michael King

Director Business Development

Spiria
Abdallah Kanaan

Abdallah Kanaan

Founder & CEO

AMLOK
Tim Cooke

Tim Cooke

Senior Enterprise Account Executive

Prism Data
Rahul Sharma

Rahul Sharma

Head of Growth

Inverite
Brock Vandermeer

Brock Vandermeer

Country Head

Elect Capital
Melissa Read

Melissa Read

Sr. Product Marketing Manager

TurnKey Lender

Roundtable Events

Past

Jul

6

Mar

10

Nov

12

Sep

15

CLA Q3 SMB Financing Roundtable

September 15, 2025

Aug

7

SMB Roundtable Q3 ’24

August 7, 2024

Jul

5

Q3 SMB Roundtable

July 5, 2023

Participating Companies

54 companies are represented in this roundtable, including members whose individual staff are kept confidential on this page.

990 Capital Management
Accord Financial
AML Consultancy Inc.
AMLOK
ATB Financial
Blanc Labs
BMO
Borrowell
Capital Advance
CapitalServ
Contract-It
Customerization
Daixta intelligence
Deloitte
Elect Capital
EQ Bank
ESC Corporate Services, Ltd.
FCT
Fern Software
Fig
Financeit
Fortiro
FundFi
Gatestone
Greenbox Capital
Herald Labs
Inverite
Journey Capital
Judi.ai
Liberis
Loans Canada
Magical Credit
Merchant Growth
Morex Capital

Navigator Limited

NewCo Capital Group

Originarium
Peoples Group
Prism Data
RBC
Rocket Advance
Service Capital
Servus Credit Union
SharpShooter Funding
SLC Management
SmartQue
Spiria
theBNK
TIB Finance
TransUnion
TurnKey Lender
Voxen Capital
Walnut Insurance
Zūm Rails
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