Strategy & Execution
Leaders
We are a private investment firm that takes a hands on strategic approach with our investee companies. We invest a great deal of time in developing a deep understanding of our clients’ so that we can provide the necessary solutions that best suites their needs.
Our business model is based on the concept of “partnership” with investee companies and projects. We put a high degree of emphasis on management’s experience and capability to execute their plans.
Global Commodities Trading
Our collective team of principals, associates, partners and industry experts is carefully chosen to bring together the necessary skills and private sector experience to create a collaborative, solutions based approach to meet our clients’ needs.
Financial Services
Companies dislike the term ‘turnaround consulting’ because it represents failure. The truth is that turnaround consulting represents success.
Strategic planning
Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.
First Class Service
We advise on your entire situation, from investments and financial planning to wills and tax preparation and finally to mortgages and life insurance.
No Load Advise
We’ve eliminated that unnecessary layer of commissions which include those upfront loads, back-end commissions, lock-up periods and redemption fees.
Total Independence
We design every strategy based on our clients’ goals and objectives, and we do this after assessing every financial product or vehicle available in the marketplace.
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Brandon Copperfield
Founder & CEOThe founder of Consulting WP, he has been the captain of this ship from the beginning and has sailed...
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Clark Roberts
Chief Finance OfficerBeing the CFO in the Financial Industry is a tough task, thankfully he was here to man the helm...
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Ashley Hardy
VP Sales and MarketingShe is an accomplished business developer. Her skills at creating relationships with clients are...
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Dennis Norris
Chief Marketing OfficerHe has helped Business WordPress Theme reach new heights and enter new markets. His skills of understanding...
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Gina Kennedy
AdministratorAs we help other companies grow, she helps us grow. She handles all the internal work at WP consulting...
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Public Equity
Our public equity team invests globally across the major industry verticals, applying deep domain expertise and a differentiated perspective to source unique opportunities.
Financial Strength
We hold and safe-keep our client accounts at only the largest Canadian Financial Institutions, providing your money with absolute bank-level security.
Personalized Service
The cornerstone to our service plans is our regular client review meetings to ensure that everyone is on the same page and working towards the same goal.
Communications
We believe communication with client is the key factor for any business success. We alaways provide the same communication service to our all clients from small to big.
Our Double Impact team utilizes our proven, deep diligence, value-added approach to build great companies, maximize their financial potential, and scale their social and environmental impact.
Good strategy is the antidote to competition. Strategic thinking is the process of developing a strategy that defines your value proposition and your unique value chain. This process includes market and competitive research as well as an assessment of the company’s capabilities and the industry forces impacting it.
Our Partnership Strategies team combines rigorous fundamental research with a global perspective to pursue compelling investment strategies. We have a long-term time horizon and flexible capital and work with investment teams to design collaborative partnerships.
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A digital prescription for the pharma industry
Supported by a robust sales force and tight cost controls, Pharm Ltd. experienced sustained double-digit growth over a number of years, only to find that their supply chain struggled to keep pace.
December 9, 2019 -
Narrow Your Focus to Prevent Overanalysis
Bring to the table win-win survival strategies to ensure proactive domination.
April 2, 2018 -
A Fruitful Retirement: Social Security Benefit
At the end of the day, going forward, a new normal that has evolved from generation.
April 2, 2018 -
4 Steps To Consider Before You Start
User generated content in real-time will have multiple touchpoints for offshoring.
April 2, 2018
“The results were clear, professional, and persuasive, and the investors and advisors who have seen the materials loved them. They know what investors want!”
We thought a lot before choosing the Financial WordPress Theme because we wanted to sure our investment would yield results. Consulting theme is an invaluable partner.
We were amazed by how little effort was required on our part to have Consulting WP prepare these materials. We exchanged a few phone calls. Consulting theme is an invaluable partner.