Funding Advisory

Build the funding strategy before the project is locked in.

Belmark helps Canadian manufacturers coordinate grants, SR&ED, tax credits and financing around a defined investment, before commitments and project decisions narrow the options.

The central problem

Finding a program is only the beginning.

A single investment may involve several sources of funding, each with different eligibility rules, timelines, and documentation requirements. The opportunity is not simply to identify what may apply. It is to structure the project, costs, commitments, and evidence so the available options can be assessed together.

Project timing
Eligible cost structure
Technical and financial evidence
Interaction between funding sources

One investment can involve several forms of funding.

Select programs are shown below as examples of the funding sources that may be considered around an investment.

Government grants

Application-based funding for expansion, productivity, technology adoption, commercialization, workforce development and market growth.

May includeFedDev Ontario, OCI DMAP, OCI TDP, CanExport and tariff-response funding.

Research and innovation incentives

SR&ED, the Ontario Innovation Tax Credit, NRC IRAP and related programs may support eligible research and experimental development. The evidence is created while the work is happening.

May includeSR&ED, OITC, NRC IRAP and related programs.

Capital investment tax credits

The Ontario Made Manufacturing Investment Tax Credit, the Clean Technology Manufacturing ITC and related incentives may support eligible buildings, machinery, equipment and project costs.

May includeOMMITC and Clean Technology Manufacturing ITCs.

Financing and other incentives

Equipment financing, working-capital facilities, IESO energy-efficiency incentives and export support can help complete the capital structure around an investment.

May includeIESO incentives and financing options.

Programs open, change and close over time. Eligibility and funding outcomes depend on the applicant, project, timing, costs and applicable program rules.

Why timing matters

The same investment can produce different funding outcomes.

Some programs must be considered before specified commitments are made. Others are claimed later but depend on classifications, records and decisions established during the project. The relevant trigger varies by program: a quote, purchase order, deposit, contract or project start date may affect the options available.

Project definition
Quotes and applications
Commitments
Implementation
Claims and reporting
Read the analysis

The Funding Assessment

Start with a Funding Assessment.

A focused review of the proposed investment, the funding options that may apply and the decisions that should be resolved before the project moves forward.

Best suited to manufacturers planning equipment purchases, facility investments, product or process development, technology adoption, expansion or export growth.

The assessment may include

  • A review of the investment and business objectives
  • A project-specific map of grants, tax credits, incentives, and financing
  • Key eligibility questions and information gaps
  • Important application, commitment, and documentation dates
  • Recommended next steps, responsibilities, and sequencing

How Belmark works

From assessment to execution.

01

Define the investment

Establish the business objective, project scope, expected costs and decisions already made.

02

Assess the funding position

Identify potentially relevant programs, tax credits, incentives, and financing, together with the conditions that may affect them.

03

Build the sequence

Map applications, commitments, expenditures, and documentation around the project timeline.

04

Support execution

Assist with applications, claims, evidence, and coordination with the company's accounting, legal, and financing advisers where required.

Assess the funding position before the next commitment.

Book a Funding Assessment