BMO InvestorLine
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Online Brokerage Review - 2005 [view]
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Executive Scorecard Review - Q2 2003 - Gomez Canada
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Competitive Assessment - 2004 - Gomez Canada
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Executive Scorecard Review - Q2 2004 - Watchfire GomezPro
 website
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Credential Securities
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Advisor to CEO and senior management group
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Credit Union User Group Analysis
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Service Level Agreements with vendor
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General operational efficiency work
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Developed operational strategic plans for clients
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Market and competitive assessments
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Re-Engineering of full service operation
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Full Service online market analysis
website
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Credential Direct
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Functional Specifications
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Online Brokerage Review - 2004 [view]
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Executive Scorecard Review - Q2 2003 - Gomez Canada
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Executive Scorecard Review - Q2 2004 - Watchfire GomezPro
website
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Desjardins Securities
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Full Service Brokerage Online Offering North American Review 2005 [view]
website
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Disnat
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Re-design work
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Industry expert in RFP process
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Functional specifications
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Executive Scorecard Debrief - Q2 2003 - Gomez Canada
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Executive Scorecard Debrief - Q2 2004 - Watchfire
website
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E*Trade Canada
- Competitive and Market Assessment - 2006
website
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National Bank Direct Brokerage (and Altamira Securities)
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Operational Findings - Prototype Review
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Executive Scorecard Debrief - Q2 2003 - Gomez Canada
website
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