Our Founding Partners
David Duchene
Chief Executive Officer
Coach | Collaborator | Consultant | Leader | Learner | Mentor
With over 35 years of experience in Canadian and international markets, David is a seasoned leader in managing and executing complex, multi-disciplinary strategic projects. He specializes in designing, communicating, implementing, and sustaining change while ensuring business strategies deliver tangible value to both internal and external stakeholders.
David has extensive expertise in go-to-market strategy development and execution across Retail, Commercial, Small Business, Insurance, and Wealth sectors. His experience spans branch, non-branch, and executive office environments, helping businesses adapt to evolving organizational and competitive landscapes.
A proven strategist and change leader, David empowers organizations to navigate transformation with clarity, agility, and sustained success.
JOdi hatfield
Chief Operating Officer
A Trusted Leader Driving Meaningful Change and Exceptional Results
Jodi Hatfield is a seasoned financial industry professional with over 25 years of experience in Canadian and international markets. She specializes in Customer Experience, Communication, Change Management, Centralization, and Operational Efficiencies.
Throughout her career, Jodi has been dedicated to optimizing business processes, streamlining operations, and identifying opportunities for automation to enhance efficiency and performance. With deep expertise in operations, she excels at refining workflows, improving productivity, and elevating service delivery.
Jodi’s strategic approach to change management ensures smooth transitions, fostering a culture of adaptability and innovation within organizations. She has a proven ability to assess processes, eliminate inefficiencies, and implement impactful solutions that enhance both customer and employee experiences.