- Developed TD Wealth Advice’s segmentation strategy, partnering with senior leaders to define objectives, OKRs, and execution roadmaps for strategic alignment.
- Delivered Competitive Insights and best practices om North American Wealth Management industry to improve advisor support such as training, marketing & sales enablement tools.
- Led operational optimization initiatives including automating reporting and streamlining processes to help improve advisor efficiency by 10–25%, enabling them to focus on client engagement.
- Implemented operating model frameworks for senior leaders, enhancing planning and operational efficiency across multiple functions, including Finance, HR, Strategy, Product and Compliance.

- Built & led a Competitive Intelligence program for senior executives, delivering insights on market trends, competitive dynamics, and strategic opportunities to support C-suite decision-making.
- Program managed strategic initiative; led the establishment of a governance model and supported Steering Committee to identify gaps and solutions to increase cross-sell rate by 10% within 6-months.
- Supported strategic planning process, preparing executive presentations and materials for the Board and C-suite to enable effective communication and tracking of strategic goals.

- Led development of a unique service concept to offer innovative data service to CIBC business clients that increased client retention by 10% after launch
- Led workstreams in the successful launch of a remote advisory service to mass affluent households; this increased cross-sell rate by 15% one year after launch.
- Delivered strategic advisory to senior leaders; generated market analysis & competitive insights including insights on emerging trends like mobile wallet, Open Banking, Blockchain, Fintech & Neobanks.

- Led marketing planning, performance tracking and business insights initiatives to support product development and business marketing strategy
- Delivered insights to- BU leads and executives including industry analysis, business casing and forecast analysis to increase market share growth across target industry segments and geographies.
- Led early-stage mobile wallet testing initiatives with Canadian Banks and Financial Institutions, collaborating on payments innovation and digital strategy implementation.

- Led growth consulting projects for Fortune 500 Canadian and global telecom and IT clients, presenting to senior leaders at client firms (e.g. TELUS, Verizon, Apple, Netflix).
- In house expert on North American consumer communications services publishing syndicated market reports on current areas of industry growth (e.g. mobile security, e-commercce content).
- Provided business development support to sales executives pitching the firm's services to current and prospective clients across Canada and globally.

- Delivered industry analysis, competitive benchmarking, client segmentation, demand forecasting to BU leaders and C-suite executives, enabling data-driven decisions during a high-growth phase.
- Provided market research support to the Director, Marketing for primary and secondary research conducted in-house or through vendor partners; insights were used to refine firm's marketing strategy
- Provided ad-hoc analytical support to the CEO and Investor Relations team including company performance tracking and other analysis for Quarterly Earnings Reporting.