Improve your Business

Identify hidden opportunities, from the lens of the experts. 

Success is a Moving Target

Running a business can feel like a marathon on treadmill set to max speed. One area can perform exceptionally well while the rest are siphoning your profits. At the end of the year, you wonder where all your hard work went. Too much work, too few returns.  

Get our expert eyes on your business. We’ll look into all the crevices of your operations and find ways to streamline your processes, increase profitability, improve customer service, and enhance brand perception. 

Set your business to run like a well-oiled machine. 

How we can help you take your business to the next level:

Deep diving on every aspect of your business to identify inefficiencies, and turning these into opportunities for increased profitability 

Process optimization, waste reduction, and employee productivity to reduce costs and improve quality and profitability

Managing your annual budgets through variance analysis, forecasting, cash management, and company performance indicators.  


Leverage technology to automate tasks, streamline processes, and improve customer engagement 

Identifying the gaps in your sales funnel and ensuring every interaction will generate a positive experience and position your brand as a leader in the industry. 

Personalized guidance, tailored to meet your specific goals and needs to ensure customized financial solutions for individuals and businesses.

Ensuring there is a plan in place should key roles encounter turnover or for when you decide to exit your business. 

Your business improvement team

Douglas Lochhead

President & Senior Financial Advisor at Granite Financial Group

Keith Findlay

Partner at Scarrow & Donald, LLP

Doug Forbes

Partner, Acquisitions and Financing Lawyer at TDS Law

Donovan Fowke

President, Symbicore Inc.

Greg Libbrecht

President, Platinum Business Services Ltd

Steven Beal​

Founder of Beal Business Brokers & Advisors

Kelly Faubert

Kelly Faubert is a Senior Account Manager for BDC.

Leo Palay

Tax Lawyer at Thompson Dorfman Sweatman LLP