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 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.