Patricia, PFP, FMA

Professional Business Plan Writer

Profile:

Pat holds her Personal Financial Planning designation from the Institute of Canadian Bankers as well as a Financial Management Advisor designation from the Canadian Securities Institute.

With a career in financial services spanning 25 years, Pat has a broad base of business knowledge. She has held a variety of positions throughout her banking career such as Financial Planner, Investment Advisor, Project Manager, Lending Manager and Branch Manager.

Pat has a passion for writing and has lots of experience writing Business Plans, Project Charters, Financial Plans and Performance Management reporting.

Susan, BSc, MBA

Professional Business Plan Writer

Profile:

Sue has extensive experience in the travel, healthcare/hospital and community policing sectors, Federal and Provincial Governments, Canadian Military and over 30 years administrative experience with NPOs.

She has been an Executive Director for a number of organizations and has been successful in her own business as a Management Consultant writing grants and obtaining funding for a wide range of businesses at a number of levels.

Sue specializes in community development, organizational, volunteer and financial management, facilitation of professional development seminars and workshops at Staff and Board levels.

Her expertise in working with clients to develop creative funding models, coupled with her financial expertise, are some of her many strengths.

Dave

Sales and Marketing

Profile:

Dave's enthusiasm, creativity, and passionate customer service are cornerstones of a unique and varied business career. A graduate of UWO, Dave began his career in Customer Services & Inside Sales.

Accepting a junior managerial position at the British Standards Institute in London, England, Dave excelled at the creation of a modern inbound, telephone-based customer service department.

Returning to his native BC, Dave helped drive rapid growth (from eight to ninety employees in 5 years) of a direct mail marketing company during his 8-year tenure as Marketing Manager through international expansion, multimedia production, and lead generation.

Sales presentations and negotiations are key elements of his proven track record managing a busy Marketing department and increasing sales. Dave will be a key element to Business Plans Canada's business development, sales and marketing initiatives.

Joe James, BA, Economics

Sales and Marketing

Profile:

Joe's experience ranges from corporate B2B sales to residential real estate where he facilitated several multimillion dollar transactions and developed and executed successful web-based lead generation and mail-based marketing programs. As a business manager, he successfully implemented strategic planning and managed operations for a diverse company portfolio, including real estate development, commercial landlord operations, retail and other business investments.

An entrepreneur himself, Joe enjoys helping enterprising people take their business to the next level.

Originally from Toronto, Joe relocated to Vancouver in 1993. He founded and continues to produce the annual Tofino Film Festival, now in its twelfth year.

Laurie, MBA

Professional Business Plan Writer

Profile:

Laurie is a widely experienced business executive. He has been president and CEO of several enterprises that have included manufacturing, retail and professional services. He has worked for large companies and he owned his own manufacturing business as well.

He has consulted to business in strategic planning and organizational development. He has served as a business management facilitator in team building and problem solving.

His professionalism and business expertise, combined with his passion for writing, makes Laurie a very valuable member of the Business Plans Canada team.

Kathleen BA, JD

Professional Business Plan Writer

Profile:

Kathleen is an award-winning researcher and writer with more than 30 years experience in government and corporate communications; a former CBC radio and television journalist Kathleen understands the importance of ensuring your written materials are accurate and relevant to the target audience.

Kathleen's expert knowledge of government and corporations allows her to recognize key phrases and identify the expectations and principles guiding funding decisions. With a proven track record of excellence in securing funding for various businesses, Kathleen knows that successful business plans and grant applications are aligned with the vision and mission of funding bodies.

Kathleen has written business plans, proposals, presentation packages and grant applications in areas such as environmental management, infrastructure services, heritage buildings and programs, small business, consumer affairs, law and education.

Celeste, BCS, PDiPM

Business Consultant and Project Manager

Profile:

A business consultant has many different roles including working as a speaker, trainer, and writer as well as providing risk analysis and responding to questions and concerns posed by the clients. With more than 12 years working at major corporations in South America, the UK and Canada, Celeste has all that expertise and more.

She is a natural leader and workshop facilitator, especially when it comes to Business Planning and Business Process Re-Engineering. Coaching and working with teams are her best strengths. These skills added to her years of experience and combined with her academic background and certifications, make Celeste an excellent business consultant and project manager.

Besides, she is fully fluent both in English and Spanish, and she has excellent communication skills, which has made her win the trust and respect of high level executives and business owners.

Adrian, MBA, PMP, CSM

Business Consultant and Financial Expert

Profile:

Successful at turning thoughts into action. Adrian is an entrepreneurial individual with strong expertise in business planning and risk management, as well as in the analysis and preparation of financial forecasts and budgets.

He holds an Engineer degree, a Masters in Business Administration and other worldwide recognized management certifications. He has over 10 years of experience working for small to medium companies where he was instrumental in growing their business.

He is a strategic thinker and a result-oriented person, and he has proven to be successful at helping entrepreneurs start their own business.

He is very passionate about business planning and project management and he goes the extra mile when it comes to meeting and exceeding customers' expectations.