TEMPLATE
Business Plan Template, Canadian Format
BDC-aligned business plan template designed for Canadian SMBs. The format Canadian funders, lenders, and investors actually expect — not a generic US template stuffed with non-Canadian regulatory references.
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What's inside
- Executive summary (1-page, fundable hook structure)
- Company description (Canadian incorporation, structure, location specifics)
- Market analysis with Canadian market sizing prompts
- Competition + positioning
- Service / product line
- Marketing & sales strategy
- Operations + management team
- Financial projections (linked to the financial-model template if you own it)
- Funding request section (clear ask, use of funds, milestones)
- Canadian regulatory + tax considerations (GST/HST, federal vs provincial)
- BDC-format compliant — passes any Canadian lender review
Who it's for
Canadian founders preparing for BDC, Futurpreneur, or credit union lending applications, or for grant programs that require a full business plan attachment (most $50K+ programs).
What you get
Microsoft Word .docx, fully editable, with section-by-section guidance comments.
UPDATED FOR 2026
Common questions about this template
Common questions
Is this aligned with BDC requirements?
Yes — the structure follows BDC's published business plan guide as of 2026. Other lenders (Futurpreneur, RBC Business, BMO Business) accept this format too. We update it whenever BDC publishes a material change.
Do I need the financial model separately?
Recommended but not required. The business plan template has a financial summary table; the separate Excel model is for full 5-year projections that lenders and funders increasingly request. The bundle saves you $27 if you'd buy both anyway.
How long does it take to fill out?
Most founders complete the first draft in 6-10 hours. The guidance comments and structure save you the architecture work; you just bring the content. Iteration with a banker or grant officer typically adds 2-3 hours.