Advisory


Three ways I work with boards, CEOs, and founders.

Pick the shape that fits the moment. The work doesn’t change — strategy, capital, governance, the hard thing the business needs to ship this quarter. The seat does.

  1. 01

    Independent Director

    Board seats with Canadian financial services issuers, lenders, and regulated subsidiaries. Audit, risk, and governance experience. OSFI literacy. Comfortable in a chair role or as a working member of the committee that needs the most help this year.

    • Public-company boards
    • Regulated subsidiaries
    • Bank, lender, fintech issuers
  2. 02

    Strategic Advisor

    Standing retainer for CEOs and founders who want a senior operator in the room every other week. Board prep, capital strategy, regulatory posture, the quarter's hardest call. A trusted second opinion that is also a first draft.

    • CEO sounding board
    • Board prep cadence
    • Capital & regulatory strategy
  3. 03

    Project Leadership

    Capital raises, M&A processes, regulatory response, transformation programs. I lead the workstream — diligence rooms, models, decks, decision memos, OSFI submissions — and bring my operating bench to ship in days, not weeks.

    • Capital raises & M&A
    • Regulatory response (OSFI)
    • Transformation programs

A shared closer

Most engagements feel like you’ve quietly added a CFO, a strategy office, and a research team — without the overhead.

I work with a small number of clients at a time. If your quarter has a hard problem that needs a senior operator — not a coach, not a consultant deck — let’s talk.