Right Path Advisory builds the capital-raising business plans, government grant applications, and investment analysis small and mid-sized businesses need to get in front of lenders and investors with numbers that hold up.
Whether you're heading into a lender meeting, applying for a government program, need the numbers behind a major decision, or want your own finances and taxes handled properly — the work starts in the same place: a plan that holds up under scrutiny.
Aurora is our new platform for personal financial planning — built to give you a clear, ongoing view of your own finances between conversations with your advisor. It's a different product with a different feel by design, made to complement the work we do together, not replace it.
Launch Aurora →The kind of planning that used to take a team of advisors and a stack of spreadsheets, made accessible to anyone who wants to take a real look at their own numbers.
Read more →Most budgeting apps track what you spent. Aurora is built around planning — the decisions ahead of you, not just the transactions behind you.
Read more →A walkthrough of setting up your first plan in Aurora — from linking your numbers to reading your first projection.
Read more →Even the best advisor only sees you a few times a year. What happens in between is where a plan actually gets lived — or doesn't.
Read more →Aurora isn't a replacement for the conversations you have with your advisor — it's what happens in between them.
Read more →35+ years in industry, not just advisory — Walter has sat on the other side of the table. Every engagement starts with listening, and ends with a plan built to hold up under real scrutiny.
Meet Walter
Managing Director
We build the business plans, grant applications, and financial analysis small and mid-sized businesses need to get funded — by lenders, investors, and government programs alike.
Every engagement starts the same way: we listen. We take the time to understand your business, the capital you're trying to raise or the grant you're pursuing, and the numbers a lender or funding body will actually want to see — then build a plan and the analysis behind it that can stand up to scrutiny.
The engagement doesn't end at submission. We stay involved through the funding process and beyond, so the plan keeps holding up as your business grows into it.
35+ years in industry across executive roles at SMEs and large multinational firms, and former board chair of the Canadian Solar Industry Association. Walter believes organizations need to drive constant, disruptive change to stay relevant, grow profitably, and deliver distinctive value to every stakeholder.
Short reads on capital raising, government grants, and the numbers lenders and reviewers actually look at.
It isn't your executive summary. Here's the section reviewers check before anything else, and how to make sure it holds up.
Read more →A quick guide to lesser-known federal and Ontario programs worth checking your eligibility against before you apply elsewhere.
Read more →The two numbers tell different stories. Here's when to lead with each one in a capital request.
Read more →Before they read a word of your executive summary, most lenders check for these five pieces of documentation. Here's what to have ready.
Read more →The difference between a funded application and a rejected one usually comes down to a few avoidable mistakes. Here's what reviewers actually flag.
Read more →Sensitivity analysis sounds intimidating until you see what it's actually telling you. A plain-language walkthrough.
Read more →Your business might be your biggest asset, but it isn't a retirement plan on its own. Here's why the two need to be separated.
Read more →A short checklist for the meeting, and a few last-minute habits worth breaking before you walk in.
Read more →A look at the process behind the numbers — where the assumptions come from and how we pressure-test them.
Read more →"Walter demonstrated in-depth knowledge of the key business issues and delivered a comprehensive, professionally prepared business plan, completed in a prompt and efficient manner."
"In addition to the in-depth financial model Walter created, he also gave me valuable ideas to make my app more robust. I wouldn't hesitate to recommend Rightpath for financial modelling or general business advice."
"Walter did an amazing job with our business plan — he really nailed it."
"He worked hard to get a deep understanding of my existing business and my goals for expanding into new markets, and introduced me to alternative lenders. The plan was thorough, concise, and exceeded my expectations."
"Walter took the time to listen and fully understand my situation. I felt very comfortable working with him and appreciated his advice and follow-up after completing the work."
"We put our trust in Walter to prepare a strategic plan that captured our vision, and he delivered. We are very pleased and highly recommend Rightpath for critical business plan creation."
"Walter understood the uniqueness of our business and effectively incorporated it into the plan, including a thorough COVID-19 risk analysis. He lives up to the company name."
Whether it's a capital raise, a government grant, or an investment decision, tell us where you're headed and we'll respond shortly.