Hire the Best Consultants in Calgary, AB

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

Hello there! I am an investor relations professional with an MBA in finance and extensive experience developing corporate and product focused presentations and other communications materials, including pitch decks, marketing assets, press releases, financial reports, ESG/sustainability reports, financial models, infographic design, long-form document formatting and much, much more. In addition, I have helped multiple companies conduct and organize due diligence for raising capital and M&A transactions. Other projects I have worked on recently include a data monetization project, as well as various low-code automations. If you are looking for a responsive, dedicated individual to make your materials stand out from the rest, you have come to the right place. I am an expert in PowerPoint, Word, Excel, Photoshop, InDesign, Figma, and Webflow, and can turn around projects efficiently without sacrificing an ounce of quality. I have worked on corporate documents and presentations for many public companies in a wide variety of industries, including: -Surge Energy -Global Helium -Bonterra Energy -Road Runner Energy -MAG Silver -Bravo Target Safety -and many, many more My core values include honesty, integrity and trust. My goal is to help you turn your materials from satisfactory to outstanding through embodying those values through my work, ensuring my clients are satisfied to the best of my ability every time. Reach out to see what I am made of and help me get off the ground and running! If you are unsure if I can do something based on my profile, I probably can! Don't be shy to reach out, I am always willing to offer advice when time permits. Have a great day!

You're leading through something hard. Maybe your organization is growing faster than your systems can keep up with. Maybe you're navigating a restructuring, a strategic pivot, or a merger that's left your team unsettled. Maybe the people dynamics just aren't working and nobody can quite put their finger on why. You know what needs to happen. Getting your team there is the hard part. That's where I come in. I'm a Leadership and Executive Coach with 18+ years working inside organizations across energy, technology, finance, retail, construction, and professional services. I've coached C-suite leaders at JP Morgan, Bosch, Roche, and CVS. I work with founders, managers, senior executives, and entire teams because leadership challenges don't respect job titles. And I bring something most coaches can't: I don't just work on the people. I work on the whole system around them. Goals, processes, workflows, technology adoption, and team dynamics, all together, because that's how businesses actually run. What I work on: Leading through change and growth Most leaders are underprepared for how disorienting real change is for the people around them. I coach leaders to navigate uncertainty without losing their team's trust, maintain momentum when the ground is shifting, and bring people along instead of leaving them behind. Whether you're scaling, restructuring, or pivoting, I help you lead the transition in a way that actually holds. Communication and team dynamics Poor communication is almost never about saying the wrong words. It's about misaligned expectations, unclear accountability, unspoken tensions, and leaders who don't realize the signal they're sending. I work with leaders and teams to surface what's actually going on, reset how people interact, and build communication habits that make collaboration faster and less painful. OKR and Goal Alignment A team that doesn't know what it's working toward can't perform. I implement OKRs from executive alignment down to team-level action so everyone understands the priorities, how their work connects to them, and how to make decisions when things shift. Goals people actually use, not targets that collect dust. Processes and systems I find where work is breaking down and redesign it so things flow. Unclear ownership, inconsistent processes, duplicated effort, and bottlenecks that nobody has time to fix are all things I've fixed across dozens of organizations. The result is practical, sustainable ways of working that your team actually adopts and sticks to. AI and technology adoption Rolling out new tools and technology only works if your people actually change how they work. I've trained leaders and teams on AI and digital transformation at some of the largest corporations in America. I manage the human side of tech change so adoption actually happens, not just in the rollout plan, but in how people work every day. Why this combination matters Most coaches work on leadership in isolation. Most consultants fix processes without touching the people. Most change managers handle the rollout without building the capability to sustain it. I work across all of it because in a real organization, none of it is separate. When your people, your goals, your processes, and your systems are all pointing in the same direction, the results are completely different from fixing just one of them. Results: +40% employee engagement through coaching-led performance improvement 25% faster delivery after leadership alignment and OKR implementation 30-50% cycle time reduction through streamlined processes and ways of working 100+ leaders and teams coached across 6 industries over 18 years Guided organizations through AI adoption, digital transformation, major restructurings, and rapid growth phases Credentials: ICF Professional Certified Coach (PCC) | OKR Coach | SAFe Practice Consultant (SPC) | Lean Practitioner | 18+ years in-business experience If you're ready to have a real conversation about what's not working, let's talk.

Transform your business operations with intelligent AI Agents and automation solutions. With 14+ years of experience building enterprise-grade software solutions, I specialize in creating custom AI Agents and automations that drive real results for businesses. 🎯 What I Do Best: 1) Design and implement AI Agents 2) Create automated workflows that integrate with your existing systems 3) Develop custom AI solutions that reduce costs and increase efficiency 🚀 Featured Projects & Results: ✅ Real Estate Lead Generation System 1. Built custom AI Voice Agent handling 1000+ calls daily 2. Increased qualified lead generation by 40% 3. Reduced response time by 65% 4. Automated appointment scheduling with 95% accuracy ✅ Healthcare Patient Management 1. Developed intelligent scheduling system with AI Agents 2. Reduced no-show rates by 35% 3. Automated 80% of routine appointment confirmations 4. Integrated with existing EMR systems ✅ E-commerce Customer Service Created multilingual AI Voice Agent handling customer inquiries Automated 70% of common customer service requests Increased customer satisfaction scores by 45% Seamless integration with existing CRM 🛠️ Technical Expertise: AI Stack: Openai models, Claude, Gemini, Rag pipleine AI Voice Platforms: VAPI ai, Retellai, Blandai, Airai Voice Technologies: ElevenLabs, Whisper, Deepgram Automation Tools: n8n, Make, Zapier CRM Integration: Salesforce, HubSpot Custom API Development & Integration 💡 Specialized Services: ✔️ AI Agent Development 1. Custom agent design and implementation 2. Natural language processing optimization 3. Voice personality customization 4. Multi-language support ✔️ Automation & Integration 1. End-to-end workflow automation 2. CRM and business tool integration 3. Custom API development 4. Real-time analytics and reporting ✔️ Business Process Optimization 1. Call center automation 2. Lead qualification systems 3. Appointment scheduling 4. Customer service automation 🌟 Why Work With Me: 1. Deep expertise in AI technologies and automation 2. Focus on measurable business results 3. Clear communication and project management 4. Fast implementation and deployment 5. Ongoing support and optimization 📈 Recent Success Stories: "JC transformed our outbound calling process. His AI Agent solution increased our contact rate by 45% and saved us $12,000 monthly in operational costs." Mark R Real Estate Agency "The AI Agent JC built for our medical practice is incredible. It handles scheduling, confirmations, and basic patient inquiries perfectly. Our staff can now focus on more important tasks." - Dr. Sarah L Medical Director 🔍 My Approach: 1. Understand your specific business needs 2. Design custom AI solution 3. Develop and test extensively 4. Deploy and monitor performance 5. Optimize based on real-world data 6. Provide ongoing support Ready to revolutionize your business with AI Agents? Let's discuss your needs and create a solution that delivers real results.

Environmental Policy Specialist with more than 10 years of experience working for NGOs and non-profits in the area of sustainable development and conservation. I hold a BA in Environmental Geography, Msc. in Sustainable Environmental Resources Management, and MSc. in Integrated Science and Technology. Currently working on a PhD in Environmental Policy and Ecology. I am a former Fellow with the Energy Futures Lab and founded Treebridge Conservation, which focuses mainly on carbon offset project development but also offers sustainability consulting, grant proposal writing for sustainable tech, and content writing for environmentally-focused organizations. I have worked extensively in the field over my career, including with the Iwokama Center for Conservation in Guyana, Ecology Project International in Belize, and BlueMX in Mexico. My work has been published by the UN, Maclean's, CWF, IISD, and other outlets, in addition to ESG, CSR, and sustainability reports that I have been commissioned to write for SMEs and multi-billion dollar corporations in North America, Europe, and the MIddle East. Aside from my professional experience, I am a former student-athlete and current avid traveller. I am a very inquisitive person and need to explore and discover as much as I can, having lived in 11 countries on 4 continents. Immersing in foreign cultures is a great way to gain a better perspective of the world, and I try to do this as much as possible. My ultimate goal in life is to have a positive impact on the planet, however small, and foster scientific literacy as we move towards a better, brighter future.