Client Success


Over 10 years of supporting businesses and implementing strategies

For us, the word “success” always feels imprecise—its meaning changes with the context, its measurability seems in perpetual flux. This is why we create a unique, evergreen experience for every one of our clients, and provide catered methods and practical resources directly applicable to their business.

With over 10 years of supporting businesses and implementing strategies to help lead them to success, we have worked with clients representing diverse backgrounds.

Meet some of our past clients!


What our clients say about us.

I collaborated with Bret on the upcoming launch of a new dealer and new platform for crowd finance. His fintech expertise, broad skill set and drive helped us innovate while still getting stuff done in a timely fashion.
Aman Jain

CCO, Altfi Capital

Bret is an absolute professional & it is a pleasure recommending him … He’s a recognized crowdfunding expert & advocate in North America & a valued asset and leading ambassador to the Canadian crowdfunding industry.‬
Craig Asano‪‬

ED, National Crowdfunding Association of Canada‬

Bret has done a phenomenal job instructing and coaching our small business clients. He works well with all different industries and personalities…
Megan Lussier

‪‬Business Analyst, Community Futures Howe Sound

…with great results, passing on valuable business advice and insights into the crowdfunding market, too. Bret has a great ability to jump on the latest trends and make sense of them in a way that others can follow…
Brian Jackson

‪‬Director, IT World Canada


Let's work together

Surpassing your expectations is our top priority. Don’t miss out on our valuable in-house resources to help you raise the money your business needs.

Contact us today.