- 01
Independent Director
I take board seats with Canadian financial services issuers, lenders, and regulated subsidiaries. The most useful thing I bring to a board is that I have sat across from OSFI as management. I know what they are really asking, what a clean answer looks like, and where boards usually get themselves in trouble. I am comfortable chairing a committee, or just being the working director on the one that needs the most attention this year.
- Public-company boards
- Regulated subsidiaries
- Banks, lenders, and fintech issuers
- 02
Strategic Advisor
A standing retainer for CEOs and founders who want a senior person they can actually call. Most of my advisory clients see me every other week for a working session, and email or phone in between when something hard lands on the desk. I help with the board deck before it goes out, the capital plan that's been sitting in draft, the regulator letter that needs to come back today.
- CEO sounding board
- Board prep
- Capital and regulatory work
- 03
Project Leadership
Some pieces of work need a senior owner from the start rather than a consultant report at the end. A capital raise, an acquisition or sale, a regulatory response, a turnaround. I take the workstream, run the room, manage the bankers and lawyers, and stay on it until the thing closes. Then I leave.
- Capital raises and M&A
- OSFI and FSRA response
- Turnarounds and transformations
One thing worth saying
I keep my practice small on purpose.
That means I’m not always available, and the work I take on gets my actual attention. If you have a problem you want to talk through, the easiest first step is a short email. I read everything that comes in.