Hire the Best Corporate Strategy Specialists
in Canada

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!

I am a passionate, enthusiastic and award-winning Marketing professional focused on getting results. I have worked for over 20 years building effective programs for great people in a variety of industries. I like to make it fun, so everyone enjoys the journey from a good idea to strong results! I worked for brands such as Microsoft, Intercontinental Hotel, and 3M Healthcare along with a number of other businesses including law, career development, hospitality and software. Although all of these are very different, they all had the same formula: using a research-based and thoughtful approach to appeal to the market, testing different marketing methods, and then expanding on those tests based on the results. As a specialist in franchising, I worked at building businesses such as Shred-it, Tutor Doctor, and FranchiseBlast (acquired by Franconnect). I was asked to speak at International Franchise Association (IFA) and Canadian Franchise Association (CFA) events on topics involving franchisee engagement and community marketing. For franchisors, I have experience on both the consumer and franchise development marketing sides. My specialty is creating Marketing in an environment that Digital Marketing is very effective. For clients who are off-line only, I am not sure if I am the right fit. However, I can create companion print pieces for an integrated digital strategy. I bring a lot of passion to every project that I do. I am good at inspiring team members, especially millennials, to get excited about a new direction. I am also strong at advocating and representing a change to both traditional organizations and ones that are ready and willing when there is a real business need for it. My background includes an MBA from Queen's University and a Bachelor of Commerce from Carleton University. My mission is to help businesses grow and to get strong results for everyone that I work with. I feel enthusiastic about being part of Upwork because it will help me expand my reach in terms of how I can create positive change for businesses across the world.

I’m a New York‑based executive with 25 + years of leadership experience in healthcare, retail and media. As CEO, CFO and corporate strategist, I have raised more than US$120 million in debt and equity, executed 55 + acquisitions, built multi‑site healthcare and pharmacy platforms from startup to 10× EBITDA exits, and delivered consistent 30 %+ EBITDA improvements across acquired entities. My credentials include the Chartered Financial Analyst (CFA) and having completed the Certified Public Accountant (CPA/CMA) designations.

I’m a Business Strategy Consultant and Growth Coach helping entrepreneurs, executives, and small businesses structure their strategy, enhance performance, and lead with clarity and confidence. With over 8 years of experience in strategic management, consulting, and leadership development, I help businesses transform ideas into actionable plans — aligning vision, execution, and growth. My professional path spans finance, entrepreneurship, and executive leadership. As a CFO and Strategic Director for a publishing group, and a former wealth management consultant and startup incubator mentor, I’ve guided dozens of entrepreneurs through the challenges of scaling, optimizing operations, and leading teams effectively. I combine a strategic consulting mindset with a coaching approach focused on clarity, accountability, and measurable progress. My areas of expertise include: ▪ Business strategy & growth planning ▪ Leadership & executive coaching ▪ Strategic decision-making & problem-solving ▪ Organizational development & performance optimization ▪ Personal and professional development for founders and teams Holding an MBA in Finance, I bring both analytical depth and human-centered insight to every collaboration — bridging numbers with strategy, and vision with execution. Fluent in English and French, I work with clients who value precision, honesty, and long-term partnership. Let’s connect to turn your business strategy and leadership goals into sustainable growth.

Most founders raising $1M–$10M make the same mistake: they build materials that answer their own questions instead of the investor's. After 6 years at PwC in M&A and Business Advisory and then $400M+ raised across 200+ founders in the last 7 years - I've seen exactly where rounds die. It's rarely the business. It's almost always the story, the model, or the way the materials are structured for the wrong audience. I work as your Fractional Chief Fundraising Officer. That means I own the entire capital process - from the first narrative session to the signed term sheet - so you can stay focused on building. Here's what that looks like in practice: - Investor Sentiment Analysis: Before touching a single slide, I identify what your target investors are actively deploying into right now, and what questions their investment committees are asking. Your materials are built around those answers. - Institutional-Grade Financial Modeling: PwC-trained, stress-tested, valuation-defended. Not a template. A model that holds up under the toughest diligence. - MENA & GCC Specialist : Deep relationships and insider knowledge of the Gulf capital ecosystem. If you're raising from family offices, sovereign wealth funds, or institutional investors in the region, this is a specific edge most advisors don't have. - End-to-End Deal Management: Pitch deck, data room, investor outreach, pipeline management, and closing mechanics. I don't hand you a deck and disappear. Recent results: $35M raised for Zenith Chain (blockchain infrastructure), $48M for Horizon at Nomi (real estate fund), $1.5M closed in 60 days for Vinesia (Web3 alt-assets). I only take 2 new clients a month. If you're raising $1M+ in the next 6 months and want to close faster with better terms, message me. We'll know in 20 minutes if it makes sense.

Need help expressing your startup’s potential? Are you tired of pitches falling flat? You need a strategic advantage. With 25+ years as a former VC and investment banker, I don't just build investor materials; I engineer investor conviction. I've seen hundreds of startups stumble, not from bad ideas, but from failing to speak the investor language. Here's the harsh truth: Investors see hundreds of pitches. They're looking for the 'why' behind the numbers and the story, the strategic edge that sets you apart. If your pitch doesn't ignite their interest in seconds, you've lost. Here's how I change that: - Investor-Grade Financial Models: Not just projections, but a roadmap investors trust. - Killer Business Plans and Investor Pitch Decks: Narratives that resonate, not just word and number dumps. - Insider Insight: I know what investors want before they ask. - Strategic Fundraising Coaching: Turn your pitch into a funding magnet. - My track record: I've co-founded a VC firm and an investment bank. I've been in your shoes, and I know what it takes to break through. The difference? I don't just prepare you; I equip you to dominate. I'll help you anticipate investor questions, dismantle objections, and showcase your vision with unwavering confidence. Ready to stop pitching and start growing? Don't let another opportunity slip away. Message me now, and let's turn your startup's potential into reality.