Our consulting teams provide specialized research and advisory services to a wide range of clients seeking to assess business opportunities or to gain in-depth knowledge of a particular product, channel or customer segment.


Our key areas of focus include:

Providing support to clients seeking expansion opportunities

Identifying insights into the market potential for new products

Surveying the depth and scope represented by specific geographic markets

Creating objective assessments of strategies and business cases


Our consulting clients include some of the world’s largest financial institutions, leading Canadian financial services firms, and premier independent wealth management companies.

Meet the Consulting team


Keith Sjörgen
Senior Consultant and
Managing Director,
Consulting Services


Mary Taylor
Head, Customer Insights and
Corporate Development


Kevin Spraggs
Consultant