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Member: Society Human Resources Management (SHRM) • Former Board Member: Action Systems

Former Board Member: Worldwide Customer Service Society • Former Board Member: The Results Exchange

Former Corporate Member: American Productivity and Quality Center (APQC)

Certified: Understanding and Interpreting the Malcolm Baldridge Model


Speaker:            "Importance of CEO Succession in Today's Global Marketplace;" Federated Express Conference on Board and CEO Succession; Toronto, Canada 1999

Speaker:            "Profitable Customer Relationship Management - The Thomas Cook Story;" Strategic Customer Relationship Management Conference, Amsterdam, The Netherlands 1999

Contributor:         "MNC's Focus on Product and Service Innovations;" CrossBorder Monitor; 1999

Contributor:         "Computing in the Digital Age;" An Economist/Boaz Allen report, benchmarking profitable Ecommerce sites; 1999

Contributor:         "Measuring Customer Profitability;" Sales and Marketing Magazine; 1999


Comprehensive Knowledge, Demonstrated Success and Business Vision In:

Global Organizational Infrastructures- Strategic Planning and Execution

C-Level Consulting - Change Management - Talent Development - Succession Planning

Defining Corporate Culture - Emerging Businesses through Fortune 500s - M&As

A Senior Organizational Development and Human Resources Professional with 20+ years of executive leadership success. Expert at analyzing and interpreting organizational structures, developing strategic direction, and creating continuous process improvement programs that add value, focus on efficiency, and align with company objectives. Recognized as a "bridge-builder" with a unique ability to bring disparate entities together to achieve consensus. Proven success in resolving complex organizational, financial and technical deficiencies; developing and implementing innovative methodologies; and maximizing sales and service productivity to position companies for long-term growth and success. Dynamic leader recognized for sound judgment, troubleshooting, and initiative under pressure.

Work experience




Established a human resources consulting business specializing in global organizational assessment and development. Conduct human capital assessment and due diligence, identify areas of strength and weakness, and make recommendations with respect to corporate culture and change management. Define improvement policies and processes, executive change management programs, and recommend leadership development programs. Focus programs on minimizing risk exposure, ensuring long-term growth, and maximizing ROI for stakeholders.

  • Conducted HR risk management review for a North American manufacturer. Consulted BOD and CEO on current/forecasted HR requirements needed to leverage both rapid growth and long-term stability.
  • Completed a high performance competency assessment for a $2B Canadian private equity firm. The assessment was used to identify critical competencies for high performance, determine development needs, effectively manage talent, and determine which individuals to promote.
  • Created leading-edge, behavioral-based human resources products and artificial intelligence opinion polling services for the American Express Company, Thomas Cook Group, Ltd., Olympia and York, Field Aviation, Bata Shoes, Royal Group Technologies, and several other industry leading organizations.  



Member of the Executive Committee for this private, family-owned global business with subsidiaries in the agriculture, oil and gas, private equity, wealth management, and property management business sectors. Provided strategic and tactical consultative services to each subsidiary's BOD, HR Committee, and Pension Investment Committee. Focused on aligning HR initiatives with each subsidiary's' business objectives. Led the development and implementation of HR policies, processes and HRIS/HRMS systems. Directed a team of three managers in charge of archives and records administration, a compensation and benefit specialist, counseled the HR executives at each subsidiary, and retained/managed outsourced professionals.

  • Saved $330K in annual revenues by consolidating employee benefits into a comprehensive program, without compromising employee coverage or cost.
  • Streamlined administrative operations to save approximately $36K annually, while simultaneously improving records management efficiencies and accuracy.
  • Developed and implemented a total reward strategy, succession planning program, a pandemic business continuity plan, and updated HR polices and practices.



Developed strategic plans to ensure the continued double-digit revenue growth for this not-for-profit network organization representing Presidents and CEOs of Ontario's fastest growth manufacturing and software technology companies. Supported 143 businesses, primarily emerging global entrepreneurs and some mid-size, established multi-national organizations. Administered a $750K annual budget. Collaborated with CEOs through a knowledge management and coaching process with focus on financial, HR, sales, operations, investment, and supply chain growth issues. Reported to the Chairman of the BOD.

  • Served as corporate spokesperson before press and media, and as liaison with the Provincial Government of Ontario to maximize marketing exposure and maintain the highest level of integrity on behalf of IA.
  • Sustained revenue growth by securing new sponsors, increasing membership fees, and implementing business workshops in a very competitive environment.
  • Introduced a tier-two level for more advanced CEOs, which contributed to retaining members.



Recruited to revitalize under-performing operations and position TLC Vision's North American operations for an upcoming merger with LVCI.  Assessed the existing organizational infrastructure; developed a comprehensive business/HR/re-branding strategy, and led the pre/post merger integration. Also accountable for project management of corporate real estate and marketing initiatives. Managed a team of six HR professionals and administered a $2.5M budget.

  • Successfully revitalized operations that were unstable and under-performing to create one of the largest eye care services organizations in North America, with 95% of operations being in the U.S. Grew Company to generate US$275M in revenues, and employed 1,000+ individuals.
  • Improvement strategies saved more than $20M, which included: a total rewards strategy, leadership training, team development, continuous improvement processes, and other best practices supporting the merger.
  • Grew operations to achieve partnerships with 11,000 affiliated doctors throughout North America.


London, UK and Toronto, Ontario

Contract Consultant - Business Transformation Advisor (UK; 2000)

Executive VP - Business Transformation (UK; 1997 - 1999)

Executive VP - Global Financial Services, HR and Business Transformation (UK; 1995 - 1997)

Senior Vice President - Human Resources, The Americas(Toronto; 1992 - 1995)

Continuously promoted throughout tenure with this multinational travel and financial services company employing 16,000 individuals worldwide. Charged with transitioning the organization from a product/volume operational focus to a customer-centric organization that would endure severe market threats caused by: the European Union, globalization, and accelerating technology advancements. Accountable for global HR functions and for the Business Transformation multi-functional teams. Conducted global search and hired the world's best thought leaders in strategy, business processes, consulting, and training. Managed the development of strategic plans and implementation, thus achieving a fast ROI and positioning the Company for long-term success.

As Contract Business Transformation Advisor to the CEO:

  • Recruited by the CEO to provide business transformation consulting services. Recognized as an effective mentor for executives by driving change, mobilizing teams, and leading business transformation initiatives.
  • Grew operations from a market value of ₤275M to ₤1.3B, while maintaining customer / employee satisfaction and retention in the 85%+ range.
  • Played a key role in the formation of the Advisory Board and served as a Charter Member of the Board. 
  • Facilitated the transition of the organization to a customer-centric environment, which was crucial in order to compete in a multi-channel economy.

As Executive Vice President - Business Transformation:
  • Spearheaded promoting technology optimization. Programs included: conversion from manual to fully-automated foreign exchange POS systems across North America, development and implementation of a global Intranet system, and launching of a B2B foreign exchange eCommerce site, among other programs.
  • Implemented a knowledge management strategy, including best practices studies of Internet and call center convergence, sales force automation, and customer profitability management system.

As Executive Vice President - Financial Services, HR and Business Transformation:

  • Global responsibility for HR policies, practices and programs with five direct reports in Asia, Middle East / Africa, Australia / New Zealand, Europe, and the Americas.
  • Introduced decision-making matrices, corporate performance scorecards, a quality assurance process, internal benchmarking, a knowledge transfer process, and executive coaching / development programs.
  • Achieved international recognition for business transformation process through sharing of best practices at worldwide conferences and through industry publications.

As Senior Vice President - Human Resources, The Americas:

  • Orchestrated post-merger integration for the foreign exchange business and pre- and post-merger integration for the Marlin Travel acquisition in Canada and Mexico.
  • Transitioned the HR department from an administrative unit to a professional consultative unit. Implemented behavioral management into HR products and services.
  • Chaired the North American Pension and Benefits Committee. Aligned the compensation and benefits to support business strategies: performance pay, team-based incentives, and mix of fixed to variable pay.

Vice President, Human Resources and General Services

American Express, Canada

Led the transformation, from human resource and corporate services focus, from a regional operating centre to a multi-divisional, multi-product and service, and multi-channel business.Canada rose from last to 1st in profit contribution among the International divisions.

1978 – 1981

Vice President, Human Resources, General Services & Facilities1982 – 1988

Assistant Vice President, Human Resources

Fireman’s Fund Insurance Company (subsidiary)


Executive Development Programs


Human Resources Certificate


Diploma Studies


Business Management Diploma



process improvement
executive assessment and development
change management