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