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The CUMIS Group Limited was incorporated April 1983 as a holding company to co-ordinate all CUMIS operations, to facilitate new ventures and to achieve greater efficiency and flexibility on behalf of the Canadian co-operative financial system. The CUMIS Group markets a diverse portfolio of insurance and other non-financial services to Canadian financial co-operatives, credit unions and caisses populaires, and their members.

TJL Interactive was approached via Strategic Guidance Consulting in late 2002 to aid in a due diligence investigation of a member IDA and MFDA firm to assess the merit of a potential investment. The mandate called for the following deliverables:

  • Operational and Environmental scans
  • Market Assessment
  • Competitive Assessment
  • Interviewing of key personnel
  • Gap Analysis
  • Development of a strategic framework for the new entity
  • Secure key personnel in interim positions
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