Financial Services

Our Services for the Financial Services Sector in Canada

AM Saxum delivers tailored management consulting solutions to the Financial Services sector, helping institutions improve service delivery, reduce inefficiencies, and strengthen internal operations. Our services include Lean Six Sigma certification, corporate training, Lean organizational transformation, Operational Excellence programs, and Lean Leadership development—all customized to increase agility, compliance, and client satisfaction in highly regulated environments.

Financial services organizations often struggle with prolonged cycle times, fragmented workflows, redundant approval processes, and inconsistent customer experiences. AM Saxum addresses these challenges using Lean methodologies, continuous improvement strategies, and expert coaching—enabling institutions to increase productivity and responsiveness without compromising control.

With over 20 years of cross-industry experience, our consultants bring hands-on knowledge of complex financial operations. Our Lean implementations typically generate savings exceeding 20% of payroll, while also improving cash flow and operational transparency. Across all services, AM Saxum has delivered over $500 million in total savings to clients. We also help secure government funding to support training and transformation initiatives. Our low-disruption, client-centric approach and local presence ensure cost-effective and seamless implementation.

If you’re exploring financial services consulting, Lean transformation, or operational excellence strategies, AM Saxum is your trusted partner.

Lean Six Sigma Services for the Financial Services Sector

At AM Saxum, we provide specialized Lean Six Sigma consulting tailored to the Financial Services industry—empowering banks, credit unions, insurance providers, fintechs, and other institutions to improve service consistency, reduce waste, and enhance profitability.

Our offerings include Lean Six Sigma certification, corporate training, full Lean organizational transformations, and structured Operational Excellence and Lean Leadership programs focused on performance, team alignment, and sustainable cultural change.

Typical inefficiencies include redundant workflows, long client onboarding cycles, miscommunication between teams, underutilized systems, and inconsistent service delivery. AM Saxum applies structured Lean methodologies and coaching to eliminate inefficiencies and align day-to-day operations with your broader strategic goals.

With more than 20 years of industry experience, our consultants bring deep financial operations insight. Our Lean programs consistently generate cost savings exceeding 20% of payroll, while enhancing EBITDA and increasing operational agility. Across our services, AM Saxum has delivered over $500 million in savings to clients. We also support access to government funding to help reduce the cost of Lean transformation and leadership development. Our low-disruption, local-delivery model ensures smooth, cost-effective integration.

If you're looking for Lean Six Sigma in financial services, transactional process improvement, or help building a culture of operational excellence, AM Saxum is here to support your growth.

Government Grants for the Financial Services Sector

AM Saxum helps financial institutions access government funding to support Lean transformation, technology adoption, and workforce development initiatives. Whether you’re a bank, credit union, insurance provider, or fintech company, our consultants identify and secure the grants best aligned with your business improvement goals.

With over 20 years of experience, a 96% approval rate, and more than $100 million in government funding secured, AM Saxum understands both the regulatory complexities and operational challenges facing the financial services industry.

Our team manages the entire grant process—from opportunity identification to application submission, documentation, and compliance reporting—so your internal teams remain focused on clients and core business functions. Our client-centric, low-disruption approach ensures grant opportunities are fully leveraged without burdening your staff or interrupting service delivery.

If you’re looking for government grants for financial services, including support for Lean training or business transformation, AM Saxum can help you unlock valuable funding and fuel long-term success.

What Our Clients Say

“Working with AM Saxum was a turning point for our operations. Their team conducted a comprehensive flow analysis of our plant and helped us redesign our layout using Lean Six Sigma principles. We also received on-site Yellow Belt training, which empowered our team to take an active role in the improvement process. As a metal stamping manufacturer, we greatly benefited from their deep industry insight—resulting in a 55% reduction in internal transportation within our facility and a major gain in efficiency. Their structured methodology and practical recommendations directly boosted our productivity and positioned us to better serve our clients. I highly recommend AM Saxum to any manufacturer looking to reduce waste and elevate operational performance.”

“Working with Henry was an incredibly valuable experience for our tequila production team. What began as a Lean Six Sigma Green Belt training quickly evolved into a full Lean transformation initiative. With Henry’s coaching, we were able to reduce the agave cooking cycle time and streamline the entire production process, from loading to downloading the ovens. His support helped us identify opportunities to eliminate non-value-added activities, improve process consistency, and increase daily output significantly. Henry’s hands-on approach, practical tools, and deep understanding of operational challenges made a real difference. Beyond the technical results, he helped us build confidence in our team’s ability to drive continuous improvement. His guidance was instrumental in achieving a more stable, efficient, and responsive process.”

“Henry played a key role in helping us improve the efficiency of our extraction process in our tequila operations. With his guidance, we were able to significantly reduce the amount of residual sugar left in the agave fiber during milling, which led to measurable gains in tequila yield per batch. His coaching was hands-on, methodical, and tailored to our operational environment. He helped us analyze process variation, identify root causes, and implement improvements that didn’t require immediate capital investment—just better use of data and tools. Thanks to Henry’s support, we moved from project definition through implementation and control with confidence, and the results were not only recognized internally but also approved by our finance team. His approach made Lean Six Sigma practical and effective for our team on the ground.”

"Henry’s support was key in helping us tackle a persistent quality issue in our aging and packaging process at Diageo, a global leader in premium alcoholic beverages. We were facing product rejections due to slight deviations in alcohol content. Through a structured Lean Six Sigma approach, Henry helped us map the entire process, identify sources of alcohol loss, and implement corrective actions. One of the most significant breakthroughs was automating our pumping system, which reduced manual errors and stabilized our process. His coaching was thorough, data-driven, and perfectly aligned with our operational realities. Beyond solving a technical issue, Henry fostered a proactive, analytical culture that has delivered measurable improvements across our operations. His involvement has been a major factor in our success."

“As the CFO of Peter and Paul’s Hospitality Group, I've seen the significant impact AM Saxum has had on our operations. Their Lean transformation initiatives have helped us identify inefficiencies and streamline processes across our organization, including catering, events, retail, and sales. What sets AM Saxum apart is its ability to tailor Lean methodologies to our diverse business models. They’ve optimized inventory at Peter and Paul’s Gifts, digitized operations at Paramount, and established hotel operations at Eaton Hall Country Inn and Spa, all while aligning results with our strategic goals. Their data-driven approach fosters a cultural shift towards continuous improvement, enhancing our operational control as we grow in a competitive market. AM Saxum has become a trusted partner in our evolution, and I’m excited about our future collaboration.”

“Implementing an Operational Excellence program with AM Saxum was a pivotal step for Universal Event Space in the hospitality and entertainment industry. Their deep understanding of Lean Six Sigma—and how to apply it effectively within our sector—helped us adopt practical tools, most notably 5S, to streamline our workplace organization. By reducing the time staff spent searching for setup materials and expanding our kitchen storage space, we realized substantial labor savings and gained enhanced purchasing power to buy in bulk at lower prices. AM Saxum’s hands-on approach and proven experience in business transformation delivered significant cost savings and drove us toward greater operational efficiency. Their support has been a game changer for our event services, setting us on a path of continuous improvement and value creation.”

“Working with AM Saxum has been a transformative experience for Eaton Hall. Their support on our Lean transformation projects—particularly within the kitchen and sales teams—brought clarity to inefficiencies we hadn’t fully seen before. Their hands-on, data-driven approach empowered our team to streamline workflows, reduce delays, and improve overall coordination across departments. What makes AM Saxum truly stand out is how practical and adaptable their tools are. The systems and methodologies we’ve implemented so far have not only elevated our current operations—they will be absolutely critical as we expand and enhance our hotel services. These improvements are laying a strong operational foundation for the future of Eaton Hall as a premier boutique hospitality destination. It’s been a pleasure collaborating with a team that brings both expertise and genuine commitment to our success.”

“Partnering with AM Saxum was a turning point for our operations. Their Lean transformation approach helped us uncover and fix long-standing inefficiencies in our kitchen, catering, and staffing processes. Through a combination of staff training, system redesign, and practical Lean tools, we were able to eliminate manual processes, reduce labor waste, and improve communication across departments. One of the most impactful changes was the integration of visual tools and automation into our CRM system—this drastically reduced errors in the kitchen, streamlined the quoting process in catering, and brought consistency to our event staffing. The overall impact has been substantial, resulting in faster turnaround times, improved team coordination, and a more scalable, guest-focused operation. AM Saxum didn’t just deliver recommendations—they worked closely with our team to implement lasting improvements. I would highly recommend them to any service-oriented business looking to optimize their operations and enhance team performance.”

“AM Saxum delivered a Lean transformation that went far beyond our expectations. Through a combination of Green Belt training and hands-on coaching, they helped us identify and address inefficiencies across production, roto molding, processing (recycling), shipping, and even our front-office workflows. Their team introduced powerful tools like 5S, SMED, and visual workplace systems, which immediately improved our changeover times, reduced scrap and rework, and helped streamline communication across departments. Just as importantly, their approach engaged our employees in the improvement process—giving them the skills and confidence to lead change from within. What impressed me most was the practicality of AM Saxum’s solutions. They didn’t just give us ideas—they gave us implementable systems that are already showing results. I would strongly recommend AM Saxum to any manufacturer looking to increase efficiency, reduce waste, and build a stronger, more agile organization.”

“AM Saxum’s Green Belt training and project coaching made a significant impact on our operations at ADS. As part of the program, I led a project focused on reducing defects in our pipe extrusion process. With AM Saxum’s support, we applied Lean Six Sigma tools to get to the root cause—which was traced back to inadequate cooling from our chiller system. Their structured guidance throughout the root cause analysis helped us identify the issue and implement meaningful corrective actions. The result was a measurable improvement in product quality and a stronger internal capability to solve complex operational problems. I highly recommend AM Saxum to any organization seeking to drive performance improvement through practical Lean Six Sigma applications.”

“I’ve had the opportunity to review AM Saxum’s Green Belt training program, and I was genuinely impressed by its clarity, structure, and real-world applicability. The content strikes an excellent balance between Lean Six Sigma theory and practical tools that teams can use immediately on the shop floor or in office environments. What sets AM Saxum’s training apart is how accessible and actionable it is. The program doesn’t just teach concepts—it equips professionals to lead meaningful improvement projects and deliver measurable results. For any organization looking to build internal capability in process improvement, this training is a strong investment.”

FAQ

Does AM Saxum provide on-site Lean Six Sigma training and certification?

Yes — for businesses, not for individuals. We offer tailored on-site Lean Six Sigma training and certification programs exclusively for companies. Our training is designed to address real operational challenges within your organization and is delivered by experienced consultants with hands-on industry expertise. At this time, we do not offer individual or public courses for private learners.

What types of businesses can benefit from the government grants AM Saxum supports?

Any Canadian for-profit business, across all industries. Whether you’re in manufacturing, tech, healthcare, professional services, or hospitality, your business may be eligible for government grants such as SR&ED or other funding programs. Our expertise covers a wide range of industries, and we handle the full application process. While there are grants available for non-profit organizations, AM Saxum works exclusively with for-profit companies to ensure the highest return on investment and strategic impact.

How long does it take to receive SR&ED funding?

The timeline can vary, but most businesses receive SR&ED refunds within 3 to 6 months of filing their claim. If your company is filing for the first time, or if the CRA requests additional documentation, processing may take slightly longer. AM Saxum streamlines this process by preparing strong, audit-ready claims that reduce the likelihood of delays.

Do you only work with large companies?

Not at all. We work with businesses of all sizes—from small and mid-sized enterprises (SMEs) to large corporations. Whether you’re a growing business looking to scale more efficiently or a mature organization aiming to improve profitability, our Lean and funding strategies are customized to fit your size, structure, and goals.

How do I know if my business is eligible for SR&ED or other grants?

Eligibility depends on several factors, including your business structure, the nature of your activities, and your location. If you’re conducting R&D, developing new products, or revising existing ones, or implementing new processes, you may qualify. AM Saxum offers a free initial assessment to determine your eligibility and identify the best funding options.

What areas in Canada does AM Saxum serve?

AM Saxum provides Lean Six Sigma consulting and government funding services to businesses across all provinces and territories in Canada. We have consultants based in key regions, allowing us to deliver personalized, on-site support while keeping travel costs low.

Our targeted regions include: 

Province	City
Ontario	Toronto
	Ottawa
	Mississauga
	Hamilton (Burlington)
	Kitchener-Waterloo-Cambridge
	London
	Windsor
	Guelph
	Brampton
	Markham & Richmond Hill
	Sudbury

Province	City
British Columbia	Vancouver
	Surrey & Burnaby
	Victoria
	Richmond
	Kelowna
	Prince George (Cariboo Region)
	Richmond
	Abbotsford
	Kamloops
	Nanaimo

Province	City
Quebec	Montreal
	Quebec City
	Laval
	Longueuil
	Sherbrooke
	Drummondville
	Trois-Rivieres
	Gatineau
	Granby
	Saguenay

Province	City
Alberta	Calgary
	Edmonton
	Red Deer
	Fort McMurray
	Lethbridge
	Grande Prairie
	Medicine Hat
	Airdrie & Cochrane

Province	City
Manitoba	Winnipeg
	Brandon
	Portage la Prairie
	Steinbach
	Thompson
	Morden and Winkler
	Selkirk
	Dauphin

 Even if your city or province isn’t listed here, rest assured—we support clients nationwide, including in smaller cities and rural areas. Wherever your business is located in Canada, AM Saxum is ready to help you achieve operational excellence and unlock funding opportunities.