It is easy to get caught up in the how and the what, and to lose sight of the fundamental reasons we operate the way we do.
Advance Fundamentals shares insights and perspectives grounded in a first principles approach, returning to the why that gives our work, our organizations, and our lives meaning.
Exploring topics ranging from business fundamentals to philosophy and financial literacy.
Customers are the lifeblood of any business. A primer on segmentation, value perception, and behavioral drivers to truly know who you serve.
Frameworks and tools to assess your market. Porter's Five Forces, market structures, and how to position your business in a competitive landscape.
Explore the intricate web of interactions and the critical players in the value chain that bring exceptional products and services to our doorstep.
Understanding the essence of business: what it is, how perception of value has evolved, and how to find your starting point.
Exploring topics ranging from personal empowerment to overcoming challenges, navigating career uncertainty, and financial sustainability.
A look at the scope of work I have led: case studies and projects across health, wealth, and empowerment.
Designed an evidence-informed peer support program in partnership with a community health organization.
Outcome: Six-month pilot reached 200+ workers, with measurable improvements in self-reported wellbeing.
Built an investment framework for a foundation deploying capital toward underserved community clinics.
Outcome: Framework guided a multi-million dollar allocation strategy across three priority regions.
Co-developed a 12-module program teaching budgeting, credit, and investing for new immigrants.
Outcome: Reached 500+ newcomers across two provinces; adopted as the agency's core financial wellness offering.
Advised on a blended-capital raise that combined philanthropic, debt, and equity capital.
Outcome: Closed a blended raise that supported 3x revenue growth over 18 months.
Designed and ran a cohort program for first-generation post-secondary students.
Outcome: 90% of participants reported increased confidence; program institutionalized as an annual cohort.
Supported partnership design between an Indigenous-led nonprofit and a national funder.
Outcome: Unlocked multi-year support and a co-designed governance model centered on Indigenous leadership.
Associate at McKinsey & Company · Berkeley Haas MBA · CFA Charterholder
Experience across finance, impact investing, venture philanthropy, and consulting. I help institutions deploy multimillion-dollar strategies and support social ventures in achieving triple-digit growth, blending capital markets expertise, systems thinking, and strategic execution to turn complexity into clarity.
