As a strategy, finance, and transformation consultant with over 20 years of experience, I am glad to co-lead a trusted team of experts helping business owners protect their wealth and legacy, and supporting leaders and organizations pivot and grow with strategic and financial clarity, agility, and purpose.
From Canada to Latin America, I collaborate with entrepreneurs, founders, and decision-makers to help them:
As founder of the Dolphin Mentality Movement, I share a call for unity, love, and conscious innovation in all spheres of our lives — including family, business, technology, politics, and beyond.
A boutique consultancy for strategy, finance, and organizational development.
🔹 Estate & Tax Planning for Business Owners & Families
Intelligent, personalized strategies to save significant taxes, protect your business and family legacy, and ensure your hard work benefits your loved ones, not just the CRA.
🔹 M&A, Exit & Succession Strategy
Crafting tax-efficient, orderly exit and succession plans that preserve value, ensure business continuity, and protect your legacy, alongside expert guidance through M&A transactions, company valuation, due diligence, and deal negotiations.