Strategic Advisory Services
About Us
We convert ambition into performance by offering advisory services on strategy formulation, governance, communications and execution to corporations, governments and other organizations in the financial services, technology and transportation sectors.
From our time spent in boardrooms and in executive management positions, we have the specific experience to provide an extensive range of advisory services including developing business plans, drafting marketing and communications strategies, assessing and executing change management approaches, setting broad direction, policies and guidelines and ensuring adherence to regulatory requirements.
News
Engaged on banking and investment product design, pricing and regulatory compliance.
Engaged on assessing corporate governance effectiveness within the finance industry.
Engaged on intelligent infrastructure, robotics, AI, cloud computing, mobility, big data and analytics.
Successfully completed in 2023, a one-year advisory engagement with a leading global technology provider on SWIFT ISO 20022 for banks and other financial institutions.
Successfully completed in 2021, a one year digital transformation assignment for a global technology company.
2025 marks 19 years of providing financial services to large global hospitality companies.
Sectors
Financial Services
The financial services industry has undergone significant changes in recent years. The main factors driving these changes include technological developments and the evolving nature of competition.
Investment decisions facing today’s financial institutions are almost always responses to pressures from legislators, regulators, customers, community and shareholders yet the competitive landscape continues to evolve because of factors such as increased customer expectations regarding real time tailored omnichannel products, relationship pricing and new service models, innovative open data and real time lending and payments initiatives and an onslaught of new competitors such as robo-advisors, payment providers, digital banks and alternative lenders. These new competitors are hyper focused on improving customer experience and, consequently, raise the threshold at which banks must compete.
Financial institutions also face increased threats such as cybersecurity attacks and regulatory changes and ongoing challenges such as legacy systems and attracting experienced staff. We have advised financial institutions on these major challenges and developed strategies to modify their technology, processes, products and services to best meet the evolving needs of their customers and regulatory requirements.
Technology
Technology transformation, including automation and digitization, is changing the world of business and offers potential benefits to organizations, corporations and governments, and, of course, their customers. This is particularly true for those organizations operating in sectors where technology innovation is already a constant.
We provide clients with strategic advice which improves performance and customer experience by focusing on achieving outcomes which remove business volatility, enable greater oversight and achieve major goals such as increased sales, reduced costs and better managed inventory.
We quantify the parameters in situations where it is difficult to define the scope or where volumes are unknown or subject to frequently change. We also help clients identify business and technology innovations, threats and trends and recommend ways to take advantage of these factors to ensure success.
Transportation
Growing international and regional connectivity and expanding workforces are creating a greater demand to transform the customer experience from first to last mile in the transportation sector. By incorporating evolving operating models and digital technologies, transportation companies and agencies can create a seamless journey for their customers from origination to destination.
We have advised organizations on the major challenges and developed strategies to grow their core and ancillary revenues, create futuristic infrastructure and modify their digital supply chain to deliver superior customer experiences while ensuring community engagement and benefits.
We offer our clients productive outcomes by leveraging process reengineering and digital solutions that enable them to engage customers and offer them seamless travel. By incorporating new technologies and leveraging industry partners, we have helped clients make productive changes to transportation systems which have resulted in enhancing the journey and last mile connections.
We have also advised organizations on the use of digital solutions to increase throughput, improve security and bring about a better customer experience. We have worked with transportation firms and agencies to harness the power of data and analytics which have reduced travel time, managed congestion more effectively, improved regulatory compliance and increased revenues.
As President & CEO, Robert provides leadership to professionals who offer advisory services on strategy formulation, communications and execution to corporations, as well as government agencies and regulatory authorities, across a wide spectrum of sectors.
Robert is an executive with an ICD.D designation from the Institute of Corporate Directors overseeing financial services, technology and transportation assets and serving, including as chairman, on multiple private and public sector boards. Previously, the managing director of alternative investments and 7+ years as a senior advisor to members of the Senate Banking, Trade and Commerce Committee involved in regulation and governance practices of institutional investors, crown institutions and the evolution of some of the world’s largest public sector plans.
In 2022, Robert was awarded Ontario's highest civilian honour with the Order of Ontario by The Honourable Elizabeth Dowdeswell, Lieutenant Governor of Ontario.
Connect with Robert on his personal LinkedIn above or at the Email below.
Building the Circular Economy
Robert is responsible for leading a board, mandated by government, to transition materials to individual producer responsibility.
