Executive Partner · Canadian financial services
I work alongside boards and CEOs — and I do the work, not just advise it.
Banks. Lenders. Wealth managers. Fintechs. Capital markets. A senior operator who plugs into the seat and produces what the quarter actually needs.
A short introduction
Twenty-five years operating across the full Canadian financial services stack.
I work alongside CEOs, founders, and boards of banks, lenders, wealth managers, fintechs, and capital markets businesses — not as a coach, not as an outside opinion, but as a senior operator who plugs into the seat and produces the work. Strategy, capital, board materials, diligence, regulatory response, M&A, transformation. The thing that needs to happen this quarter — I lead it or I do it.
Public-company CFO of a national asset manager through $20B AUM growth and the launch of Canada’s first crypto ETFs. CFO seats across mortgage finance and Canadian chartered banking. Trading-floor and capital-markets reps at one of Canada’s big-five investment banks. Senior fintech leadership. Schulich BBA.
Most engagements feel like you’ve quietly added a CFO, a strategy office, and a research team to your business — without any of the overhead.
I operate a purpose-built, AI-augmented executive bench — a 21-specialist system I’ve built and run — that lets me ship board-grade analysis, models, decks, and decision memos in days, not weeks. The point isn’t the AI. The point is the speed and quality of the work you get when an executive with three decades of judgment is paired with a deep operating bench.
Engagement models
Three shapes. The work doesn’t change — the seat does.
Independent Director
Board seats with Canadian financial services issuers, lenders, and regulated subsidiaries. OSFI literacy. Audit, risk, governance.
02Strategic Advisor
Standing retainer for CEOs and founders who want a senior operator in the room every other week. Board prep, capital strategy, the quarter’s hardest call.
03Project Leadership
Capital raises, M&A, regulatory response, transformation programs. I lead the workstream and bring the bench to ship in days, not weeks.
How I work, and why it’s different
An AI-augmented executive bench — under one accountable principal.
Boutique-firm depth. Senior judgment on every output. Shipping speed compressed to days, not weeks.