I help private equity funds and their portfolio companies unlock enterprise value through disciplined capital deployment, operational rigor, and AI‑powered transformation.
As a trusted advisor to boards and C-suite executives across financial services, healthcare, and technology, I specialize in turning disruption into opportunity—leveraging artificial intelligence, strategic capital allocation, and business & digital transformation to drive sustainable value creation.

With 20+ years of experience as an entrepreneur, venture capitalist, corporate executive, and board advisor, I bring a unique blend of strategic insight, operational rigor, and global perspective. I partner with leadership teams to design and execute actionable value creation plans that fuel growth, improve margins, and future-proof businesses in a world shaped by complexity, regulation, and accelerated innovation.

Career Highlights

VP of Innovation at a Leading Canadian Bank
Led enterprise-wide initiatives that integrated emerging technologies—including AI—to improve efficiency, reduce churn, and deliver measurable innovation ROI across complex systems.

Venture Capitalist
Advised and invested in early-stage technology companies, shaping their growth trajectories, accelerating go-to-market strategies, and scaling disruptive business models that challenged incumbents.

Founding Board Member, Invest in Canada
Bridged public and private sector priorities to attract strategic foreign investment and position Canada as a competitive hub in the global economy.

Board Member, Financial and Technology Companies
Provided oversight on governance, digital transformation, and capital allocation strategies to support profitable growth, innovation, and operational excellence.

My Global Perspective

Having lived and worked across North America and Europe, I understand the regulatory, cultural, and operational nuances that shape strategic execution. I bring a pragmatic, forward-looking approach that aligns long-term vision with measurable results—whether navigating global capital flows, enabling AI transformation, or executing cross-border deals.

Core Expertise

Value Creation Strategy
Designing and executing data-informed strategies to increase enterprise value through growth acceleration, cost optimization, and digital reinvention.

Capital Allocation
Deploying capital strategically to maximize returns—across M&A, internal initiatives, and innovation investments—while managing risk and complexity.

AI & Technology Integration
Applying artificial intelligence and emerging technologies to transform business models, improve decision-making, and drive operational leverage.

Strategic Leadership
Advising executive teams on transformational change, operating model redesign, and innovation strategy in dynamic, regulated markets.

Governance & Public Policy
Shaping regulatory outcomes and aligning stakeholder agendas to unlock growth and long-term resilience.

Clients Include:

BMO, CI Financial, HOOPP, OMERS, GreenShield Canada, Nicola Wealth, Power Financial, and more.

Featured In:

Harvard Business Review, Wall Street Journal, Fox News, Business Insider, Fortune, and more.

Past Speaking Engagements:

CEO Global Network, Collision, Money 20/20, South Summit, Women in Tech Leadership Forum, and others.

Why Work With Me

In today’s private equity landscape—where exit timelines are lengthening, valuations are under pressure, and capital must work harder—value creation is no longer a function; it’s the strategy.

That’s where I come in.

I work with private equity funds and their portfolio companies to identify, design, and execute high-impact value creation initiatives. From accelerating top-line growth to optimizing operations and embedding AI capabilities, I help translate investment theses into measurable outcomes.

With 20+ years of experience as an operator, investor, and board advisor, I bring the execution mindset and strategic discipline needed to create lasting enterprise value—fast.

What Makes Me Different

I don’t offer theory—I bring outcomes. I’ve been in the room as a founder, a funder, a corporate executive, and a board member. I understand the pressure to deliver results—and how to get there.

- I build and operationalize value creation plans aligned with your deal thesis and investment horizon.
- I unlock growth levers—pricing, GTM, cross-sell, product strategy—and apply tech and AI to scale them.
- I work shoulder-to-shoulder with management and deal teams to reduce friction and accelerate execution.
- I bring cross-sector, cross-border perspective with deep experience in financial services, healthcare, and technology.

Let’s Create Value—Together

Whether you're pre-deal, post-close, or mid-hold with untapped upside—I help funds and portfolio companies go further, faster.

Let’s talk if you're ready to institutionalize value creation and deliver stronger returns.

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