Secure Client Portal
Access your Banking Relationship Scorecard, live covenant dashboards, engagement documents, advisory team communications, and real-time savings tracking — all in one secure portal built exclusively for Bouchard & Associates clients.
First time accessing the portal? Your login credentials were provided by your dedicated advisory team member during your onboarding session. Credentials are typically emailed within 48 hours of engagement kickoff.
Need help logging in or resetting your credentials? Contact our client services team at (205) 852-4265 or email [email protected]. We respond to portal access requests within one business day.
Everything You Need, One Dashboard Away
Your client portal is the central hub for your entire banking advisory engagement. Since 2007, we've built and refined this platform to give 120+ professional firms across Western Canada complete visibility into every phase of their advisory relationship.
Banking Relationship Scorecard
View your customized scorecard that benchmarks your current banking terms — interest rates, fees, covenant structures, and service levels — against market data from comparable firms in your industry and revenue tier. Updated quarterly by your advisory team as part of our ongoing Banking Relationship Audit process.
Covenant Compliance Dashboard
Track every financial covenant in real time with automated alerts when ratios approach threshold levels. The dashboard monitors debt-service coverage, current ratios, tangible net worth minimums, and custom covenants specific to your credit facilities — giving you 30, 60, and 90-day forward projections so there are never surprises at reporting time.
Engagement Documents & Deliverables
Access every document produced during your engagement: term sheet analyses, credit facility comparison matrices, negotiation strategy memos, and final recommendation reports. All files are version-controlled and organized by engagement phase, so you always have a clear audit trail of the advisory work completed on your behalf.
Secure Advisory Communications
Message your dedicated advisory team directly through the portal's encrypted channel. All communications are logged and searchable, creating a complete record of strategic discussions, bank feedback summaries, and next-step action items. No sensitive banking details ever travel through standard email.
Real-Time Savings Tracker
See the cumulative dollar impact of your advisory engagement — broken down by rate reductions secured, fees eliminated, and structural improvements achieved. The savings tracker compares your pre-engagement banking costs against your current terms, calculating both annual and lifetime value. Our clients have collectively saved across $2.4 billion in renegotiated credit facilities.
Milestone Timeline & Scheduling
View your complete engagement timeline with upcoming milestones, scheduled bank meetings, document submission deadlines, and quarterly review dates. Book or reschedule advisory sessions directly through the portal calendar. Automated reminders ensure nothing falls through the cracks during the negotiation cycle.
Not a Bouchard & Associates Client Yet?
We work with professional firms and service-based companies across Western Canada — from law firms and medical practices to engineering consultancies and accounting groups. If your firm carries $1M+ in credit facilities, we should talk. Our initial 30-minute consultation is complimentary, and we'll show you the math within 5 business days.
Important Disclosures
Bouchard & Associates Ltd. is a business banking advisory firm. We do not accept deposits, issue credit, or hold client funds. All advisory services are provided on a fee-for-service basis.
Service fees apply to all advisory engagements — see our Schedule of Fees for complete details prior to engagement.
Bouchard & Associates Ltd. — Registered Office: 8211 101 Avenue NW, Edmonton, Alberta T6A 0K4. Alberta Corporate Registry No. 2017924681. GST/HST Registration No. 741829305 RT0001.
Regulated under the Alberta Business Corporations Act. Member, Edmonton Chamber of Commerce (ID: EC-20078842).
Banking product recommendations are advisory in nature. Final credit decisions, interest rates, and fee structures are determined by the issuing financial institution. Past client results do not guarantee future outcomes.