- 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
- 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
- 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.