




Clients usually require longer term NDAs. Here is a short list of those who have been provided services and their NDAs have expired.
PAFCO Insurance Richmond Savings Credit Union
AMA Financial Envision Credit Union
Bridgewater Bank Manulife Bank
Moncana Bank Equitable Life
Comox Credit Union Industrial Alliance Life
Coastal Communities Credit Union Resmor Trust
Investors Group
Bridging Financial
Gibraltar Mortgage

Here are some examples of whole loans sold outside of pools or portfolios. NOTE: Vendors, almost all, were able to profitably move these assets off balance sheet as true sales while retaining the customer relationship and earning a servicing fee for doing so.