Corporate Services

Executive Coaching,

Executive Coaching & Mentoring

Personalized coaching to assist executives, senior managers and entrepreneurs in all industries to achieve personal and professional goals.

Let’s talk strategies to overcome barriers. Results are tangible and the experience is life-changing.

Leverage your strengths and catapult your leadership results
Create alignment throughout the organization
Elevate your team’s performance
Define your future & unleash your potential
Identify and overcome habits that limit your results
Make purposeful choices

Financial Freedom

A proven methodology combined with a personal, customized plan to achieve your financial goals.

Understand your spending patterns
Increase your investment knowledge
Develop goals and achievable action plans
Achieve your definition of financial success faster than you ever thought possible

Coaching for Consultants & Small Business Owners

Personalized and proven coaching and advice to entrepreneurs in all industries. Exceed your personal and professional goals.

Learn from a Million Dollar Consultant Hall of Fame © inductee.

Generate higher value for customers
Create profitable new products and services
Reduce your labour intensity & generating higher revenues-at the same time
Increase market share and expand into new market

Case Studies

Securing New Opportunities

The Challenge
A CEO of a $800M company wanted to secure a leadership role in a new industry. She had a formidable reputation among her industry peers and in her region of the country. She had spoken to recruiters at the large firms but wanted further advice and assistance.

Our Results
We elevated her brand and expanded her profile nationally. She secured an exciting opportunity in a city much closer to where her children were attending university. She successfully negotiated a role with a lucrative compensation package in a new industry that held considerable interest for her. In addition, we established a plan for her to land a director role on a board in her new community.

Accelerating Leadership Talent

The Opportunity
A C-suite executive of a Fortune 100 company sought my expertise to accelerate the development 2 of his high potential leaders.

“Don” was an intelligent and highly motivated leader with vast industry knowledge. He did not recognize that his often accurate but scathing criticism of large capital projects was alienating him from others. In addition, his well-founded recommendations were falling on deaf ears, generating an opportunity cost of $100,000s annually.

“Teresa” was a talented and highly respected leader. She lacked confidence in her own abilities, in part causing her to micromanage her team. She was most comfortable remaining in the office rather than presenting to market analysts or at industry conferences. She was a flight risk and the cost of her exit and replacing her would be over $500,000.

Our Results

Don now engages with colleagues and his team in a more collaborative manner. He initiated a set of recommendations that resulted in 5% revenue growth—repeatedly.

Teresa is now a confident and reputable industry speaker contributing to increased shareholder confidence and rising stock price. With her improved leadership, her team increased productivity by 14 percent and she now has 2 identified successors for her highly specialized division.

Click here for information about the Canada-Alberta Job Grant.

Successful Implementation Post M&A

The Challenge

A $1.2B company made 4 acquisitions in 5 years. While this provided greater scale, staff attrition was over 50 percent. In addition, they had not secured additional business in in the financial services industry, which was their target market for growth.

We quickly identified the systemic issues impacting both employee retention and growth and launched an action plan. The Results In five months they doubled their presence in the target market delivering millions of dollars in revenue. Within 9 months staff attrition fell to 10 percent.

Succession planning

The Challenge The CEO of a $500M company was planning to retire in 14 to 20 months. For decades, the CEO position had been filled from within. Unfortunately, while there were 2 interested executives, the CEO and directors were not certain either was ready to run the company. The board wanted to find the best successor and retain all of the existing executive team if possible. We conducted a comprehensive review of all executives, including the current CEO. By incorporating industry trends, board input and market research, we identified the most important requirements for the next 5 years. We assessed the capabilities and leadership styles of the executives—individually and as a team. We interviewed talented external candidates. The Results We conducted a highly collaborative process culminating in the executive team recommending an external candidate to the CEO and the board. We created a fulsome talent management process and established development plans for every leader in the organization. All of the executives remained with the organization, even though none of them secured the CEO job. This represented an opportunity cost of a minimum of $1 million. Under the leadership of the new CEO, the company acquired two competitors in twenty-four months, growing their market share by 30 percent and top line revenues by 14 percent.

Strategic Planning

The Challenge A senior vice president of a national company sought my assistance to develop a 5-year strategic plan. He wanted to create and execute the plan much more rapidly than in the past and develop processes to hold everyone accountable. We created a consolidated view of the company after engaging shareholders, customers and employees. Within three months we developed a more targeted and simpler vision, mission and laser focused strategic plan and communicated it to all stakeholders. We created a straightforward and powerful accountability process. Our Results Within 6 months the CEO was promoting the divisional strategy as an exemplar for the company. The division increased its year over year sales results by 12 percent. Employee engagement reached over 90%, the highest historical results.

Elevating Financial Performance and Cultural Change

The Challenge An executive in a large utility sought my assistance to disrupt their existing culture of complacency. . The company needed to become more lean, dynamic and responsive. The secret to creating a new culture is very similar to leading a successful integration post M&A. We conducted a cultural audit and created cross-functional teams to provide recommendations. We identified and began to communicate and create the desired culture. Our results Over six months the teams identified $10M in savings. In the subsequent six months we created implementation plans and commenced wide-scale change that continued over 2 years. Employees now describe the company as innovative, collaborative and customer focused. Health and safety measures have remained at previously high levels at with a much lower cost base.

“I have worked with her in managing business relationships, and I have watched her use a balanced combination of facts and personal insights to analyze problems and create solutions. An impressive and versatile colleague.”

Karen Dunk-Green, VP, Operational Risk, TD Bank Financial Group