From funnel leaks to investor-ready wins — fast.
Founders don’t need another audit. They need proof of momentum. Here are the hits I’ve delivered — fast, measurable, investor-grade.
Fast Growth Hits
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Qtrade
Doubled conversions with half the spend in 3 months
Plugged funnel leaks, stabilized CAC, freed budget for growth
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NEI Investments
+36% consideration, +44% relevance with advisors
From “dusty legacy” perceptions to a clear, advisor-first story — aligned sales/marketing, stronger wholesaler conversations, more meetings booked.
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Scotia iTRADE
25% conversion from a sold-out millennial launch event in under 48 hours
Scotia iTRADE needed to reach a younger audience fast. We built a bold influencer-led campaign and live event strategy that sold out in two days—and 1 in 4 attendees converted on the offer.
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B2B Financial Services Firm
From stagnant sales to accelerated growth with a unified story
Sales were stalling and marketing efforts weren’t breaking through. By rebuilding the ICP, reshaping the value proposition, and aligning sales and marketing under one clear story, momentum shifted. Campaigns reignited growth and set the foundation for long-term asset gains.