Hey, I’m Sloan and I help businesses and professionals achieve strong financials and create exceptional client experiences.
With 15+ years experience as a management consultant and former capital markets pro, I bring macro picture expertise into each niche of execution I’m involved with.
My results oriented approach combines business analysis, brand strategy, content & direct response marketing, business development, and strategic communications.
I am engaged by start-ups to crystallize concepts and by early to mid-size businesses to identify and create efficiencies during phases of growth, transition or succession. I am also engaged by investment professionals for business analysis, and to support trading insight and coach teams and asset managers with performance.
A former stockbroker and competitive dancer, I blend my history of wealth management, investor psychology, consumer behaviour, strategic communications and mind-body into all I do.
My experience spans working for and with Fortune 500 companies, boutique investment firms, start-ups and entrepreneurs in both Canada & the USA. I am an investment pro and was a licensed Investment Advisor from 2007-2014 with my focus being private equity, wealth management and equity trading. Industries of experience include finance, energy (resources), lifestyle (beauty, fashion, wellness) and influencer marketing. I am also co-founder of Groomer & George Organic Apothecary for Dogs, an eco-luxury consumer products company focused on pet health and environmental sustainability.
Academic accolades include: Master of Business Administration, Edinburgh Business School at Heriot-Watt University (August 2020); Diploma of Public Relations, University of Victoria (2012); licensure certifications from the Canadian Securities Institute (2007) and many notable marketing and emotional intelligence courses from various institutions studied from world class trainers (ongoing). Trainers have included: Sunny Lenarduzzi, Shanda Sumpter, Jenna Phillips-Ballard, Brad Ballard, Chris Lee, Michael Strasner, Jesse Itzler, Dr. Joe Dispenza, Gabby Bernstein, Katrina Ruth, and others.