Hire the Best Fintech Consulting Freelancers
in Canada

*Client Update: Coming off a two-year "Big Four" consulting firm engagement, I’m taking on 1–2 execs or agencies* Strong thought leadership builds trust long before a meeting, partnership, or deal ever happens. I work with leaders and agencies ready to turn credibility and influence into business impact. For those with the ideas but limited time to communicate them consistently, strategically, and compliantly. Primary Engagements: LinkedIn ghostwriting for executives Thought leadership for media and publications Executive positioning for firms, founders, and leadership teams Long-form strategic content for websites, articles, and newsletters (e.g. Forbes). Specializations: Financial Services Technology, Fintech, and Innovation CFO & Capital Allocation Strategy Growth & Market Expansion Banking & Capital Markets Risk, Compliance & Regulatory Strategy Mergers and Acquisitions

I’m a finance and growth strategist with 5+ years of C-level startup experience — including co-founding and serving as COO of a digital marketing agency that scaled to a multi-7-figure acquisition. After the exit, I led finance and business development at a scaling tech startup and began advising early-stage founders on capital strategy, growth operations, and investor readiness. To date, I’ve helped raise over $115M across SaaS, fintech, AI, edtech, cleantech, and consumer brands. How I Help Founders Succeed: Agency Strategy & Growth: I help agency founders scale profitably by optimizing pricing, margins, delivery systems, and KPIs Fundraising & Investor Strategy: Pitch decks, financial models, and capital planning aligned with real investor expectations Financial Performance Audits: Burn/runway clarity, margin leaks, CAC/LTV diagnostics, and cleanup before a raise Business & Revenue Strategy: GTM design, resource planning, and systems built for scale Executive Advisory: High-leverage decision support, M&A prep, and team/org structure Whether you're scaling, raising, or refining your operations, I bring the strategic clarity to help you move faster and smarter. Reach out if you're serious about building something great; I’d be glad to help.

As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - LinkedIn Thought Leadership - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.

Expert Management Consultant and Technology Strategist with more than 20+ years of experience working with Enterprise companies, Public Sector organizations, finance, education and more. Need help with Strategy, Technology decisions, Agile transformations or writing? You've come to the right place. I ran my own business for more than 20 years as CEO and CoFounder of a digital agency, with 50 staff, 3 locations and had a successful exit. My past clients include Fortune 100 companies, Sony, Disney, Fox, and brands you'll know; Grammys, Los Angeles Chamber of Commerce and more. I've also worked with lots of young and growing companies, startups and non-profits. Accomplishments include: - Discovery and Product Management on the revitalization of Fox Sports digital content delivery, which led to our new innovate platform built on AWS running the SuperBowl, Masters, World Cup and all sports and TV programming. - Building a 5 year digital strategy for the Grammys and Latin Grammys, and leading the team for a year to successful run the 63 Grammy Awards. - Building a technology decision document for the Los Angeles Chamber of Commerce to fully replace their CRM with a new cloud based tool. - Helping startups build Project Management Offices - Implementing Agile principles across several startups. - Dealing with vendor management at multiple large organizations, bringing in metrics to evaluate vendor performance and either improving performance or working with the organization to vet and replace with a new vendor. MY SERVICES: → Business Consulting & Technology Strategy ← Business Consultant • Business Coaching • Executive Coaching • Leadership Coach • Management Coach • Technology Audit and Review • Technology Decision Documents • Digital Strategy • 3 or 5 year Strategic Plans • Technology Discovery • Management Consultant • Change Management • Agile Coach • Agile Audit • Agile Change Management → Business Analyst, Business Services ← Startup Consultant • Startup Strategy and Planning • Business Plans • Pitch Decks • Business Analyst • Competitor Analysis • Feasibility Study • Executive Development • Management Coach • Business Development Analyst • Business Plan Writer • Executive Coach • Leadership Coaching • Business Coach • Career Consultant • Product Concept Development • Market Research • Market Analysis • Executive Coach → Blog and Article Writing, SEO Strategy ← SEO Audit • SEO Strategy • Marketing Strategy • Digital Marketing • Content Strategy • Content Development • Customer Journey Mapping • Market Analyst • SEO Consultant • Web Optimization

I am the Co-Founder and VP of Growth at a first of its kind prop trading firm and a Senior AI/ML Partner at an SaaS firm. I'm a solid go-to source for all things trading: executive leadership, operations, tech dev, social media, strategy, research, and risk management. I'm very operationally creative and data-curious, and my experience in every area of business allows me to hit the ground running and make a significant impact. I work in a lot of different areas: finance, trading, research, medicine & healthcare, consulting, operations, marketing, and writing & editing. If you're starting a company or trying to make your team skill-diverse but keep it lean, I can be a fantastic partner! I'm happy to provide evidence of anything mentioned here. $100-250/hr.

📌 Built, shipped and scaled 20+ platform products across AI, fintech, SaaS, marketplaces, and IoT over 15+ years in product management 📌 I am a senior Product Manager, Product Advisor, and fractional product leader specializing in platform products, AI-powered solutions, and zero-to-one product development. Blending technical expertise, product intuition, and a data-driven approach, I help companies define product strategy, build scalable architectures, and execute from idea to launch. 📞The biggest reasons clients contact me: 1⃣ You need clarity on what to build: You have a concept (or even a messy system) and now need a clear product direction and roadmap to bring to life. 2⃣ You are building something complex: Whether it’s building AI tools or marketplaces with complex integrations, you need someone who understands the product at a fundamental system level – not just features! 3⃣Your team needs alignment: Bringing a background as a project manager, I help align product, engineering, and business-facing units to help execution move in a unified direction 4⃣ You want to build it right: Whether it’s limited funding runway or talent retention risk, there is a cost to building products that cannot scale. I help clients avoid costly rework by making the right product and architecture decisions early. 🔨 What I can help with: 🔷 Defining product vision, positioning, and roadmaps 🔷 Developing clear, buildable product scopes (PRDs, user flows, and requirements) 🔷 Leading product discovery, user journey mapping, and feature prioritization 🔷 Working directly with developers and hiring teams 🔷 Designing platform architecture and API-driven systems 🚀 What you can expect: ✅ Design and launch of platforms and AI-driven products that solve real-world business problems ✅ Clear actionable product direction in alignment with unique business goals ✅ Stronger, faster product-market fit with user-focused design and interface ✅ Scalable systems that won’t need rebuilding in 6-12 months ✅ Faster execution with less ambiguity and scope creep 🔑 Why clients return: 📍 Shipped 20+ products and was entrusted as a fractional Chief Product Officer by clients building leading-edge platforms for emergent use cases and 5M+ users 📍 Proven innovation track record with extensive expertise in emerging technologies including AI, crypto, and Internet of Things (IoT) 📍 Able to translate complex ideas into clear, detailed requirements before rallying executives, teams, and vendors around a unified vision 📍 Strong ownership mindset with an ability to balance speed, cost and scalability that delivers real results – without over-engineering solutions! If you are building something ambitious or looking to take your product to the next level, send me a message! To provide you with a quote, I would need: 1. Brief overview of your product or idea 2. Your business goals and success criteria 3. Target users or customer segments 4. Current status, idea stage, MVP, or existing product 5. Key challenges or blockers you are facing 6. Any existing documentation, designs, or technical setup 7. Timeline expectations and priority level 8. Budget range or constraints