Consulting Services

Senior executive expertise without the full-time commitment. Available across Canada and beyond.

The approach

I build things that don't exist yet.

🏆 Ivey MBA Gold Medal · #1 in Canada CPA with Honours · Top 1% Nationally CIRO Top Under 40 Award VersaFi Emerging Leader Award IWD Global Best Practices Winner

With 20+ years across financial services, insurance, crown corporations, construction, and architecture, I bring a rare combination: the financial rigour of a CPA with Honours (top 1% nationally), the strategic vision of an Ivey Executive MBA (Gold Medal, #1 in Canada), and the operational instinct of someone who has built departments from scratch and presented results to boards.

I work with organizations that need senior leadership without a full-time hire, and with leaders who need a strategic partner who has been in the room before.

01

Fractional COO / CFO / VP

For organizations navigating growth, transition, M&A integration, or transformation who need senior operational leadership without a full-time commitment. I step in, assess, build what is needed, and leave your organization stronger than I found it.

This is not a hand-holding engagement. I am a working executive who builds things, makes decisions, and creates accountability structures that outlast my involvement.

Post-merger integration Operational scaling P&L ownership Board reporting & governance Internal controls Regulatory compliance Team building Strategic planning
02

Management & Strategic Consulting

Operational strategy, process improvement, AI and technology adoption, business intelligence, and organizational design. I have built these functions from scratch across multiple industries and can help you do the same — or fix what is already broken.

I bring a practitioner's perspective, not a framework deck. Everything I recommend I have done myself.

Strategic planning Process redesign AI & RPA implementation Business intelligence Organizational design Change management Performance frameworks Vendor management
03

Executive Leadership Coaching

One-on-one coaching for leaders who want to think more strategically, lead more effectively, and build cultures worth working in. Grounded in 20+ years of real executive experience across multiple industries, not theory borrowed from books.

I work with high-potential leaders, newly promoted executives, and senior leaders navigating transitions or plateaus.

Leadership development Executive presence Culture building Career strategy Performance coaching Navigating politics Communication
04

Advisory & Board Support

Strategic advisory for executives and boards navigating complexity, post-merger integration, operational scaling, and organizational change. I have presented quarterly to boards on strategy, financials, policies, and risk throughout my career.

Board advisory Strategic direction Risk & governance Executive alignment Transformation oversight Financial reporting

What this looks like in practice

97 6

Business days — reduced a critical client process through lean methodology and cross-functional alignment

~$1M

Recovered in uncollected fees through improved process controls and collaboration

$180M

Crown corporation transformation program led at ICBC — governance, reporting, and vendor contracts

10×

Growth strategic roadmap and financial model developed to scale a post-acquisition trust business

3 Yrs

Ahead of the roadmap — pitched RPA, PowerBI, and AI before they were organizational priorities

$30B+

To $100B+ AUA growth supported while scaling operations with minimal headcount increase

Let's build what's next
for your organization.

Tell me what you are working on. I respond to every inquiry personally.