About Us
We specialize in helping clients align their business plans with intelligence-based integrated solutions and advice.
Our experts boast a wealth of knowledge and experience and are passionate about turning challenging business problems into creative and effective solutions to enhance the bottom line.
For each project, we assemble the best combination of people to provide a truly customized solution. Experience has taught us that we can deliver better work in a cost-effective manner with a small team supported by an elite group of specialists.
Our clients include global financial institutions, SME’s, family businesses, sole practitioners and cultural and sports enterprises. We have worked with a variety of industries including Financial Services, Sports & Entertainment, Retail, Packaged Goods, Health, Publishing and Communications.
GEORGE HARTMAN
MBA, President & CEO
George has a 40-year+ career in financial services as an advisor, manager, executive, educator, coach and author . He is an insightful industry observer and prolific writer, having published three best-selling books for financial advisors and currently working on his fourth. For more than 10 years, George has written the monthly column The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on IE:TV.
George has been a featured speaker at numerous conferences in Canada, the US, Germany, the Caribbean, Japan, Singapore, Malaysia and New Zealand, including the prestigious Million Dollar Round Table (MDRT) and Top of the Table annual meetings. As one of the financial services industry’s best-known advisor strategists, practice management mentors and practice valuation experts, he presently coaches a number of top-producing advisors in Canada and the US and consults with several financial services firms on their business strategy and succession plans.
George also serves on the Board of Directors of PlanPlus Inc., creators and distributors of the world’s only truly multi-lingual, multi-jurisdictional and multi-currency wealth management software.
JULIE BREDIN
BA (Econ), Managing Partner
Julie has a 20-year career as an executive and entrepreneur, with a focus on branding, marketing communications and research. She spent her first 10 years on the corporate side in various marketing roles with Midland Walwyn, C.M. Oliver and TD Bank.
For the past 10 years as an entrepreneur, Julie has worked with both large and small organizations on various research and marketing communication projects to energize and elevate brands, drive sales and improve client experiences. Her personal understanding of the needs of business owners has enhanced her passion for the importance of crafting and delivering compelling messages, based on measurable intelligence into customer expectations and preferences. A reputation for delivering high quality results and outstanding service has drawn many repeat clients to Julie’s work.
ANDREA WEBB
MBA, Special Projects
Andrea’s 20 years of business experience have given her the ability to add value to business and product development activities as well as initiate, develop and identify new corporate opportunities.
She has worked with RBC, CIBC, Scotiabank and Bank of Montreal in various roles, including financial management, business development, fixed income sales, marketing and strategic planning. Andrea’s key strengths include Competitive Analysis, Market Research, New Product Development and Client Relationship Management. As an entrepreneur for over seven years her projects focus on brand management, market research and creating best practices for her clients. Her fast-tracked career history attests to her professional application of creative thinking and her reputation for exceeding expectations continues.
