Resource Library

Downloadable Trade Resources

Practical templates and checklists adapted from our insights library for teams that need a sharper working draft, not just another article.

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Export Documentation Checklist

A practical checklist for the core commercial, logistics, and customs documents that exporters should validate before shipment.

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Trade Compliance Checklist

A concise control checklist covering common documentation, licensing, and export-process gaps for Canadian businesses.

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Market Entry Strategy Template

A market-entry planning template to help leadership teams compare target markets, route-to-market options, and execution assumptions.

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CUSMA Rules of Origin Quick Reference

A quick-reference PDF outlining the practical questions teams should answer before relying on origin claims in North American trade.

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Trade Finance Options Comparison

A comparison sheet outlining common trade finance paths, when they are most useful, and the execution questions they should solve.