BEYOND BOUNDARIES: WHERE WE WORK
Headquartered in Surrey, BC. Present wherever you need us — at your table, on your screen, or in the room where decisions get made.
Established in 2021. Serving British Columbia, Washington State, and virtual clients across Canada. $4.7M in documented client savings — delivered in person and remotely.
YOUR LOCATION SHOULDN'T LIMIT YOUR ACCESS TO SHARP BANKING ADVICE
How do you engage with a consulting team that's based in Surrey? Here's the short answer: most of our analytical work happens at our headquarters, and most of our client-facing work happens at your table — literally. We travel to clients across British Columbia and Washington State, and work virtually with organizations across Canada. The model is built around the work, not around our commute.
Think of it this way: the financial models, regulatory memos, and benchmark analyses are produced where the whiteboards live. The workshops, presentations, and negotiations happen where you live. The Friday 4:00 PM situation reports arrive in your inbox regardless of where either of us is sitting. Whether Marcus is presenting a credit restructuring strategy to your board in Burnaby or Derek is running an OSFI compliance walkthrough via video conference for a credit union in Halifax, the process — operations order, weekly SITREPs, after-action review — stays the same.
Our four-person team has delivered engagements in every geography listed on this page. The team bios on our About page give you the full picture of who you'll be working with — but the short version is this: everyone on the team travels to client sites regularly, and everyone on the team delivers virtual engagements with the same discipline we bring to an in-person boardroom.
THREE WAYS TO WORK WITH US — SAME PROCESS, EVERY TIME
SURREY — HEAD OFFICE
📍 Address
13007 107A Avenue, Surrey, British Columbia V3T 0R3
📞 Phone
✉️ Email
Hours
Monday–Friday, 8:30 AM – 5:00 PM Pacific
Home base. This is where the whiteboards live, where the after-action reviews happen, and where Marcus's client milestone tracker takes up an entire wall. The converted commercial space on 107A Avenue serves as the analytical engine for every engagement we run — whether the client is five minutes away in Newton or five time zones away in New Brunswick.
Walk-in meetings are welcome, but we recommend booking ahead — we're often at client sites across the Lower Mainland. If you're coming from downtown Vancouver, the drive is typically 35–45 minutes depending on bridge traffic, and there's free parking directly adjacent to our office. For a first meeting, most clients prefer to schedule a call and then visit once the engagement is underway.
Get DirectionsVANCOUVER — CLIENT MEETINGS
📍 Address
By appointment at select meeting facilities in downtown Vancouver
Hours
By appointment — Monday–Friday
For clients in Vancouver proper, we hold meetings at professional meeting facilities downtown — typically within a few blocks of Waterfront Station or the central business district, depending on what's most convenient for your schedule. Same team, same operations orders, same Friday updates — just a shorter commute for you.
Marcus, Priya, or Derek will meet you at a location that makes sense for your schedule. We handle the booking; you just show up. Vancouver meetings are particularly common for commercial lending advisory engagements where we're presenting credit restructuring options, and for banking relationship audits where the initial discovery session involves reviewing physical documentation with your finance team.
For clients with offices in Gastown, Yaletown, or the Financial District, the Vancouver meeting option eliminates a round trip that would otherwise add 90 minutes to your day. We consider that a reasonable trade for keeping your attention on the substance of the meeting rather than the traffic on the Alex Fraser Bridge.
Book a Vancouver MeetingVIRTUAL — ACROSS CANADA
🌐 Coverage
Nationwide via secure video conference
Hours
Monday–Friday, 8:30 AM – 5:00 PM Pacific (flexible for time zone differences)
Regulatory compliance advisory, covenant monitoring, and banking literacy workshops run seamlessly via secure video conference. Our virtual engagements follow the same structured process — operations order, weekly SITREPs, after-action review. Geography doesn't change the discipline.
Tomás Arriaga's digital banking advisory and Derek Okafor's regulatory compliance work are particularly well-suited to virtual delivery — and roughly 40% of our active engagements are fully remote. For clients in Ontario, Quebec, and Atlantic Canada, we adjust meeting times to accommodate Eastern time zones without requiring anyone to take a 6:00 AM call. Most virtual engagements involve weekly 45-minute check-ins supplemented by our standard Friday SITREP emails.
The technology is straightforward: secure video conferencing with screen sharing, encrypted document exchange for financial materials, and collaborative workspaces for deliverable review. If your organization has specific IT security requirements or preferred platforms, we adapt to your infrastructure rather than asking you to adapt to ours.
Start a Virtual EngagementDEEP REGIONAL KNOWLEDGE WHERE IT MATTERS MOST
What geographies does EasyWeb Consulting serve? Here's the breakdown — and here's why that matters: our dual-perspective advisory model (advising both borrowers and financial institutions) means we carry deep knowledge of regional banking markets, regulatory frameworks, and institutional relationships in each of these areas. When we walk into a meeting with a Schedule I bank branch manager in Burnaby or a credit union CEO on Vancouver Island, we're not introducing ourselves — we're continuing a conversation that's been building since 2021.
LOWER MAINLAND, BC
Businesses, municipalities, and credit unions across Metro Vancouver, Burnaby, New Westminster, and the Tri-Cities. Our highest concentration of active engagements — and where the largest Schedule I bank branches know us by reputation. This is the region where most of our commercial lending advisory and banking relationship audit work takes place, and where in-person meetings are included in standard engagement fees. Clients here benefit from same-day availability for urgent situations — the kind that arise when a covenant breach surfaces on a Thursday afternoon.
FRASER VALLEY
Agricultural credit unions and family businesses from Langley to Chilliwack. We've completed 6 engagements with Fraser Valley agricultural lenders — including the FVACU process optimization that cut lending turnaround from 47 to 22 days and generated an estimated $1.2M in additional interest income. The Fraser Valley's agricultural lending market has unique characteristics — seasonal cash flow patterns, equipment collateral valuation cycles, and quota-backed credit structures — that require advisory teams with specific regional experience. We have it. See the FVACU case study.
VANCOUVER ISLAND
Credit unions with multi-branch networks across the Island. Our largest engagement — Pacific Rim Credit Union's $3.2M core banking migration across 14 branches — spanned locations from Victoria to Campbell River and required Tomás Arriaga to coordinate vendor demonstrations at three separate branch locations. Island engagements typically involve a combination of on-site visits for workshops and presentations, supplemented by virtual check-ins between trips. Travel costs for Island work are quoted separately and transparently in the operations order. Read the Pacific Rim case study.
WASHINGTON STATE
Cross-border commercial banking clients navigating the complexity of dual-jurisdiction credit facilities, FX requirements, and regulatory compliance. We work with both Canadian businesses operating south of the border and US entities with Canadian banking relationships. Cross-border engagements are particularly common among construction firms with projects in both BC and Washington, and among import-export businesses managing USD/CAD cash flows across multiple banking relationships. Marcus's experience with cross-border operational logistics during his military career translates directly into understanding the administrative complexity these clients face.
ACROSS CANADA — VIRTUAL
Regulatory and compliance advisory, banking literacy workshops, and covenant monitoring delivered via secure video conference to clients from Halifax to Victoria. OSFI guidelines apply nationally — so does our expertise in interpreting them. Derek Okafor's regulatory compliance advisory practice serves credit unions and financial institutions across every province, and Priya Chandrasekaran's covenant monitoring and term sheet analysis work runs identically whether the client is in Surrey or Saint John. Our 91% client retention rate holds across both in-person and virtual engagements — because the process, not the proximity, drives the results.
IN-PERSON OR VIRTUAL: HOW TO CHOOSE THE RIGHT ENGAGEMENT MODEL
What does our geographic reach look like on a map? Think of concentric circles radiating outward from Surrey: in-person intensive work in the Lower Mainland and Fraser Valley, regular travel across BC and to Washington State, and virtual connectivity everywhere else. The model you choose depends on the type of work — not on a preference for one format over the other.
IN-PERSON ENGAGEMENTS: WHEN BEING IN THE ROOM MATTERS
Most of our commercial lending advisory, banking relationship audits, and RFP management work involves at least some face-to-face interaction. Credit presentations to lenders, board workshops, and evaluation committee facilitation work better when everyone is in the same room — because body language, sidebar conversations, and the ability to sketch something on a whiteboard in real time all contribute to better outcomes.
For clients within a 90-minute drive of Surrey — which covers everything from downtown Vancouver to Abbotsford — in-person meetings are standard and included in our engagement fees. That radius encompasses the entire Lower Mainland and most of the Fraser Valley, which is where approximately 60% of our active engagements are concentrated.
For Vancouver Island, Interior BC, and Washington State engagements, we typically schedule in-person visits around key milestones — kickoff meetings, board presentations, lender negotiations — and supplement with virtual check-ins between trips. Travel costs are quoted separately and transparently in the operations order before you sign. No surprises.
VIRTUAL ENGAGEMENTS: SAME DISCIPLINE, NO GEOGRAPHY CONSTRAINT
Regulatory compliance advisory, ongoing covenant monitoring, and banking literacy workshops are equally effective via secure video conference. Derek Okafor runs OSFI guideline interpretation sessions from his home office — and his screen-sharing walkthroughs of compliance frameworks are, candidly, clearer than most in-person presentations we've attended. When you can zoom into a specific clause on a 32-inch monitor and annotate it in real time, the format actually improves the communication.
Tomás Arriaga's digital banking and core system advisory work is particularly well-suited to virtual delivery. Core banking vendor evaluations involve reviewing technical architectures, API documentation, and data migration plans — all of which are more easily navigated on screen than projected onto a conference room wall. His evaluation of Pacific Rim Credit Union's three competing vendor proposals was conducted almost entirely via video conference, and the board approved the recommendation unanimously.
Virtual engagements follow the identical five-step process we use for in-person work: situation brief, operations order, execution, Friday SITREPs, and after-action review. The only thing that changes is the commute time — which, for you, drops to zero.
WHAT CLIENTS IN DIFFERENT REGIONS SAY
"What I appreciated most was the Friday updates. Every week, 4:00 PM, an email with exactly where things stood. No chasing, no wondering, no 'we'll get back to you.' In twenty years of hiring consultants, that's a first."
"The core banking evaluation Tomás led was the most organized technology selection process I've seen in twenty years of credit union management. Forty-two criteria, weighted, with reference checks. Our board approved the recommendation unanimously — that never happens."
"I'll be candid — when our board chair suggested we hire a consultant to teach us about banking, I thought it was a waste of money. We've been banking for forty years. Then Marcus walked us through how our covenant package actually worked, and three board members turned to me and asked why we'd never reviewed this before. The banking literacy workshop was the most productive half-day our board has spent in the five years I've served as treasurer."
WONDERING WHETHER WE CAN REACH YOU? THE ANSWER IS YES.
Whether you're a credit union on Vancouver Island, a construction firm in Burnaby, a municipality in the Fraser Valley, or a fintech startup in Toronto — the process starts with the same 30-minute conversation. No charge for the initial call. No obligation. No pitch.
If your situation is outside our lane, we'll tell you honestly and point you toward someone who can help. If it's inside our lane, you'll have a written operations order — with scope, timeline, deliverables, and fees — before any billable work begins.
Call us at (617) 272-9375, email contact@easywebcnsltng.com, or use the form below. We respond within one business day.
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