Developed a strategic framework for the insurance business of a leading Canadian financial institution to accelerate growth in the immigrant segment. The framework identified agent enablement, marketing and business development as key levers to reach and serve this market.

Supported the executive team and board of a leading Québec insurance brokerage in reimagining its vision and refreshing its three-year strategic plan. Facilitated strategic sessions to help clarify priorities and align leadership around the business’s future direction.

Supported strategic portfolio reviews for a leading Québec insurance brokerage to align its business activities with strategic priorities. The work helped identify where to pursue growth, optimize operations or consider divestment, informing recommendations for targeted action across the portfolio.

Conducted a management audit and facilitated workshops for a mining venture during its scoping and estimation stage, bringing structured assessment and leadership dialogue to a complex project environment.

Crafted an investor pitch deck for a Québec technology company, translating its growth and expansion ambitions into a clear, compelling investment story to support a capital raise.

Advised a client on a home décor retail acquisition, from target selection through valuation, negotiation, due diligence and closing. The mandate included a five-year business plan, integration plan and E-2 investor visa application package. The client’s visa application was approved.

Delivered executive storytelling training to employees of a sustainable investment advisory firm, helping them structure complex ideas into clear, compelling messages for executive audiences.