Make the tough choices

Sometimes you need an army of consultants to design the perfect strategy. Other times you need a trusted advisor to guide you in your journey. For over 23 years I've worked with financial institutions of all sizes to tackle evolving consumer needs, dynamic competitive forces and the introduction of disruptive technologies.

I use a collaborative, fact-based approach to frame the challenge, uncover opportunities, address risk and build executable strategies.

As an independent advisor I'm not trying to sell a particular solution or keep staff busy. And when the time comes to engage third parties I can help you manage the transformation.

Some frameworks I like to use:

Talk to me about:

• Enterprise strategy
• Growth strategy
• Retail and small business product strategy
• Canadian market entry
• Executive facilitation
• Interim leadership

Where I've made a difference:

• Refreshed the five-year enterprise growth strategy for a Big 5 bank’s Canadian retail banking division
• Led a series of major studies on collaboration models for a coalition of regional financial institutions, including a review of future needs, change imperatives and future state design
• ​Developed the enterprise growth strategy for a national payments network including the identification of high-potential emerging products, org design and functional model
• ​Facilitated strategy retreats for numerous credit unions, Centrals and provincial regulators across Canada

Source

Enterprise Strategy

Payments Strategy

Digital Transformation

Regulatory Support

Board Governance