Consulting Services

The architecture
of action.

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

The approach

Practitioner instinct.
Not framework decks.

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 Medalist (#1 in Canada), and the operational instinct of someone who has built departments from scratch and presented results to boards.

🏆 Ivey Executive MBA Gold Medal · #1 in Canada CPA with Honours · Top 1% CIRO Top Under 40 VersaFi Emerging Leader
01

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. Everything I recommend I have done myself.

Strategic planningProcess redesignAI & RPA implementationBusiness intelligenceOrganizational designChange management
02

Fractional COO / CFO / VP

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

Post-merger integrationOperational scalingP&L ownershipBoard reportingRegulatory governanceTeam building
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.

Leadership developmentExecutive presenceCulture buildingCareer strategyNavigating politics
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 advisoryStrategic directionRisk & governanceExecutive alignmentFinancial reporting

What this looks like in practice

Results from the work.

97 → 6
Business days
Reduced a critical client process through lean methodology and cross-functional alignment.
~$1M
Recovered
Uncollected fees recovered through improved process controls and collaboration.
$180M
Transformation
Crown corporation transformation at ICBC — governance, reporting, and vendor contracts.
10×
Growth plan
Strategic roadmap and financial model to scale a post-acquisition trust business tenfold.
3 yrs
Ahead
Pitched RPA, PowerBI, and AI before they were priorities. All three implemented.
$30B+
AUA scaling
Supported growth to $100B+ AUA while scaling operations with minimal headcount.

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

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