A Unified Team of Fractional Leaders.

Principal Consultant & Fractional CFO, Purple Ocean Financial Consultants · Fractional CFO Partner with Fulkrem Management Group

Maala Gadhia, CPA, CA, is a Principal Consultant and Fractional CFO at Purple Ocean Financial Consulting Inc., partnering with Fulkrem Management Group to deliver tailored financial leadership for small- and mid-sized businesses scaling operations, preparing for exits, or transforming into investment vehicles.

With over 20 years of experience in Fortune 500 and public companies across manufacturing, retail, consumer packaged goods, medical products, clinical services, and high-tech, Maala has earned trust guiding leaders through financial decision-making, acquisitions, divestitures, ERP implementations, and manufactured costing processes. She excels in financial planning & analysis, analytics & modeling, M&A, treasury & cash management, and business strategy, including global planning for firms like a private high-tech company and Tim Hortons.

Her services optimize cash flow, budgeting, forecasting, financial reporting, cost/revenue management, and process streamlining for agile decision-making, while supporting valuations, M&A, and ERP projects. For investment rental properties, she handles government filings, compliance, cash flow monitoring, vendor verification, bill management, and tax coordination to boost profitability. Maala begins engagements with comprehensive financial and operational assessments, crafting customized plans for process improvements, team elevation, and scalable finance functions that align with owner goals.

Managing Director, COO Partners · Fractional COO Partner with Fulkrem Management Group

Jay Davis is a Managing Director with COO Partners, partnering with Fulkrem Management Group to help organizations accelerate growth, increase capacity, improve margins, and reduce costs. He specializes in supporting companies through M&A, rapid scaling, performance improvement initiatives, and exit planning.

With more than 20 years of executive leadership experience, including senior roles with Volvo, Stanley Black & Decker, Hammond Power Solutions, and lower middle-market companies, Jay has built a reputation for driving front-line, top-line, and bottom-line results. His experience spans more than 50 countries across the mining, manufacturing, automotive, automation, energy, construction, defence, industrial distribution, education, government, logistics, and telecommunications sectors, enabling him to quickly identify opportunities, adapt best practices, and deliver sustainable business improvements.

Known for his humble, practical approach and belief that the best solutions are often the simplest, Jay is a strong advocate of lean thinking and operational excellence. He begins each engagement with an assessment to establish a baseline, evaluate existing routines, rhythms, and management practices, and identify improvement opportunities. Working closely with leadership teams, he helps organizations hardwire continuous improvement into daily operations through simple, effective systems that drive accountability, execution, and sustainable results.

Founder & CEO, Blueshift Innovations Inc. · Fractional CTO | CIO | CISO Partner with Fulkrem Management Group

Ashish Patel is a technology executive who has spent 25 years doing the work others find too complex, too ambiguous, or too consequential to get wrong. He has built a reputation for clarity under pressure, honest counsel, and outcomes that endure. For Ashish, fractional leadership is not advisory work from a safe distance, it is full accountability for results.

Through Fulkrem, Ashish serves as a Fractional CTO, CIO, and CISO for mid-market companies scaling operations, modernizing their technology, or navigating critical inflection points, bringing C-suite calibre leadership, hands-on execution, and genuine skin in the game.

Blueshift Innovations is a modern data platform and data engineering firm helping mid-market companies harness AI at scale. Ashish and his team design high-throughput data infrastructure, including platforms processing billions of messages per day, powering real-time intelligence for clients across supply chain, logistics, and retail technology.

Ashish's experience spans the full technology lifecycle, from exploring the art of the possible and validating ideas through MVPs, to building net-new platforms, scaling high-growth products, modernizing legacy systems, and reinventing technology that has reached end-of-life. At IBM, he built products used by Fortune 100 companies globally, contributed to open source, and played a pivotal role in acquisitions with spend upwards of $2 billion. Patel spent over a decade in senior executive roles across telecommunications, professional services, and technology, reinventing organizations, their people, processes, and platforms, and earning recognition including Microsoft Azure Global Partner of the Year. As a fractional executive, he has architected SaaS platforms across logistics, retail technology, supply chain, healthcare device distribution, and mobile communications; designed enterprise architectures spanning ERP, billing, CRM, and operational systems; and led a full technology recovery for a mid-market firm struck by a company-ending cyber incident, restoring two years of lost development in eight months.

He holds an MBA with Distinction from the University of Toronto's Rotman School of Management (Bergman Scholar), a B.Sc. in Computer Engineering with Distinction from the University of Alberta, and is an OpenGroup Master Certified IT Architect, named inventor on multiple U.S. patents, and serves on the DevNetwork AI/ML Advisory Board.

Creator of The Zen System · Business Management Systems Integrator Partner with Fulkrem Management Group

Alyssa Milot is the creator of a tailored and adaptive Management System designed to drive measurable performance, stability, and growth for SME owners. With a hands-on Fractional COO approach, she ensures The Zen System is fully integrated across the entire business.

With more than 20 years of experience across Fortune 500 companies including Nike, Unilever, and Walmart, along with nine years helping grow a startup as a principal, Alyssa brings both enterprise discipline and entrepreneurial insight. She understands what it takes to scale, from the inside.

Today, she partners with seasoned owners to implement customized operating frameworks that empower leadership, strengthen accountability, and improve exit potential.

Her clients typically achieve 20 to 25 percent EBITDA growth within 12 months by improving sales execution, solving systemic operational issues, optimizing talent decisions, and freeing CEO time for strategic growth.

As part of Fulkrem Management Group, Alyssa strengthens the execution layer, stabilizes leadership-led companies, and helps position businesses for a successful transition and long-term value.

Certified EOS Implementer® · EOS Implementer Partner with Fulkrem Management Group

Andrew Turner is a Certified EOS Implementer® who helps entrepreneurs and leadership teams solve root problems, lead more effectively, and gain Traction® with a simple, proven operating system. Based in the Greater Toronto Area, he works with growth-oriented business owners who are ready to run a better business and live a better life.

Andrew is a lifelong entrepreneur fascinated with building better businesses, maximizing productivity, and continuous improvement. He started his first company at 26 years old, which became the 7th fastest-growing startup in Canada and made the Profit 500 list for seven straight years. As CEO of Audability Inc. for nearly 14 years and Genesis Integration Inc., he understands firsthand the challenges and frustrations that entrepreneurs face in growing, scaling, and driving value in their business.

As a Certified EOS Implementer since 2022, Andrew guides leadership teams through the Entrepreneurial Operating System®, a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs around the world get what they want from their businesses. His approach focuses on three core outcomes:
Vision: Getting everyone in your organization 100% on the same page with where you're going and how you plan to get there.
Traction: Instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision, every day.
Healthy: Helping your leaders become a more cohesive, functional, healthy leadership team.

Andrew also serves as a Visionary with EOS Ontario, working to create awareness, community, and opportunity around EOS in Ontario. His services span executive coaching, leadership development, business consulting, management consulting, strategic planning, and corporate training. He delivers keynotes and workshops designed to help groups of growth-oriented business owners understand the six keys to building a truly great organization and begin instilling discipline and accountability throughout their companies.

Described by clients as "the difference maker" who "wins people over, keeps it light, but goes deep when he needs to," Andrew brings immediate credibility from his entrepreneurial background combined with a kind, authentic, principled, and passionate approach.

Founder & President, LD Human Resources · Fractional CHRO Partner with Fulkrem Management Group

Luisa De Jesus, CHRP, CHRL, is the Founder and President of LD Human Resources, providing on-demand HR services that help small and mid-sized businesses hire, train, and retain their most valuable asset, their people. She partners with business owners and executive management teams to build a solid HR foundation that aligns with business strategy and drives long-term success.

With nearly 20 years of progressive HR experience across professional services, financial services, and consulting, Luisa has held leadership roles at organizations including Williams & Partners Chartered Accountants LLP, Franklin Templeton Investments, Decision One, and Canada Life. This breadth of experience gives her a practical, business-minded approach to HR challenges, whether it's reducing turnover, improving compliance, or building a high-performing culture.

Through LD Human Resources, Luisa and her CHRP/CHRL-certified team deliver customized HR solutions with both in-house consulting and virtual support. Her firm's "Hire, Train, Retain" framework covers the full employee lifecycle:
Hire: Recruitment, background checks, and onboarding to bring the right people into the right roles.
Train: HR compliance, leadership training, one-on-one coaching, health and safety, and workplace investigations to develop capable, compliant teams.
Retain: HR strategy, talent development, performance management, and compensation planning to keep top performers engaged and growing.

Luisa's approach is personalized, authentic, agile, and collaborative. She takes time to understand each client's unique situation, then delivers innovative, expert solutions that provide long-term value. Her belief is simple: your people are your competitive edge. With the right HR structure in place, businesses experience improved productivity, stronger culture, better employee relations, and ultimately, accelerated business results.

LD Human Resources also regularly partners with legal and business advisors to host educational webinars on workplace compliance, helping business owners stay ahead of evolving regulations and best practices.

Co-Founder & Pack Leader, Koyoti Inc. · Branding & Marketing Partner with Fulkrem Management Group

Thomas Wu is the Co-Founder and Pack Leader of Koyoti, which he helped start with the goal of helping small businesses thrive, driven by an ardent belief that branding happens at every point of contact. Small business is in Thomas' DNA; he comes from a long line of small business owners. With 25+ years of experience, Thomas has worked with clients around the world and across many different markets. Above all else, he values relationship building and the strength of community.

Koyoti is a brand and marketing partner built for small business owners who feel piecemealed, overwhelmed, and constantly sold to. The team leads with insight over sales, taking the time to understand each owner and their business before delivering evidence-based solutions that help a brand gain clarity, stand out, earn trust, and shorten the sales process.

Through Koyoti, Thomas and his pack deliver a full 360 brand ecosystem, including market research, brand and marketing strategy, copywriting, graphic design, website SEO and development, and Fractional CMO leadership. As part of Fulkrem's team, he owns the branding and marketing pillar, helping owner-led businesses build a brand that is clear, consistent, and compelling at every point of contact. Guided by Koyoti's values of Creativity, Collaboration, Courage, and Persistence: think like a coyote, be like a coyote.

Master Practitioner, NLP & Timeline Therapy · Executive Performance Advisor with Fulkrem Management Group

Tyler Jacklyn is a Master Practitioner in Neurolinguistic Programming and Timeline Therapy with nearly twelve years of experience working with high-performing leaders who have hit a ceiling they can't logic their way through. Most of the executives he works with are sharp, driven, and accomplished, and still leaving performance on the table. Not because of strategy. Not because of skill. Because of deeply embedded patterns and limiting beliefs that operate below the level of conscious decision-making, quietly running the show and dictating outcomes.

Tyler's work is precise. Identify the pattern, trace the mechanism driving it, and dismantle it at the source. The process is structured and intentional, using proven methods to interrupt the limiting beliefs and negative strategies that are sabotaging performance. Just direct, measurable work that removes the internal resistance standing between a leader and their actual capacity. He works with CEOs, founders, and senior executives who are done tolerating the gap between where they are and where they know they should be.

With a background spanning sales leadership, team development, and performance coaching across multiple industries, Tyler understands that executive performance rarely gets stuck because of external factors. It gets stuck because something inside, a belief about risk, identity, or what's possible, is running interference. His approach is both rigorous and practical. Find what's running the show beneath consciousness, understand how it took root, and change it so performance flows naturally instead of constantly fighting invisible resistance.

The result is not incremental improvement. It's a fundamental shift in how a leader operates at the level where real performance lives.

Master Practitioner, NLP, Timeline Therapy & the Quantum Change Process · Executive Transformation Advisor with Fulkrem Management Group

Lori Bertoni is a Master Practitioner in Neurolinguistic Programming, Timeline Therapy, and the Quantum Change Process with nearly twelve years of experience doing work that most practitioners can't. Where others address behavior, Lori goes to the architecture underneath it. The patterns, the embedded beliefs, the internal operating system that a high-performing leader built over a lifetime and that is now quietly capping what they can achieve.

Her clients are executives, founders, and senior leaders who have done everything right on paper and still find themselves circling the same frustrations, the same limits, the same version of themselves. Lori's work cuts through that. Using the Quantum Change Process alongside NLP and Timeline Therapy, she works at the level where patterns are actually encoded, not managing them, not reframing them, but shifting them at the root.

Most performance problems are not strategic. They are structural, built into how a leader processes identity, risk, and capacity. Lori changes the structure. Everything else follows. The result shows up in decisions, in how a leader carries authority, in how they navigate pressure, and in the kinds of outcomes they're suddenly capable of creating. Because when the internal architecture shifts, performance doesn't just improve, it fundamentally transforms.

Strategic Partner & Expense Optimization Consultant, Schooley Mitchell · Partner with Fulkrem Management Group

Peter Solomos is a Strategic Partner and expense optimization consultant with Schooley Mitchell, based in Toronto, helping organizations maximize profitability by optimizing their essential service expenses. His performance-based model gives businesses across a wide range of industries a risk-free method to validate and enhance their operational efficiency, with no out-of-pocket cost.

Through a comprehensive, tailored audit, Peter helps companies run leaner operations while saving them significant time and internal resources. Acting as an outsourced procurement arm, his team brings the time, expertise, and technology needed to validate efficiency and secure optimal market rates, an approach that is particularly well-suited to small and medium-sized businesses that want to free up funding for other areas of the business but don't have the capacity or resources to do the work in-house.

His team reviews critical operational expenses such as telecom, merchant services, shipping, waste management, software, and utilities, uncovering an average of 28% in hidden savings opportunities. Thanks to their deep market knowledge, purpose-built tools, and strong purchasing power, these savings are typically secured without requiring a change in vendors.

With over 25 years of experience in business optimization and analytics, Peter has held senior leadership roles at organizations including Intact Financial, Ontario Lottery & Gaming, and Canadian Tire Real Estate. His corporate background has helped shape a data-first approach to expense management. Above all, Peter is results-driven and client-first, measuring success not just in savings identified, but in the relationships, trust, and long-term satisfaction of the businesses he serves.

Wealth Advisor – Investment Planning Counsel · Corporate Wealth Planner Partner with Fulkrem Management Group

Cameron Smith, CFP®, CIM®, is a wealth planner and founder of Clarify Wealth, an independent firm dedicated to helping Canadians, especially those in the Sandwich Generation, gain calm, confident control over their financial lives. He focuses on people balancing mortgages, raising children, and supporting aging parents, ensuring their financial decisions are practical today and sustainable for the long term.

Cameron's approach is planning-first, not product-first. He begins with an in-depth discovery process to understand each client's values, goals, family dynamics, and worries, then builds a clear, written roadmap that integrates cash flow, debt, investments, tax strategy, retirement income, and risk management. His goal is to replace anxiety and guesswork with simple, evidence-based strategies that clients can understand and stick with, no jargon, no pressure.

Through Clarify Wealth, Cameron offers flexible planning engagements tailored to busy professionals and families, including virtual meetings and family-friendly formats so spouses, partners, and even adult children can all be part of the conversation. Clients typically start with a complimentary clarity or wealth assessment, where Cameron reviews their situation, identifies key gaps, and outlines practical next steps to improve retirement readiness, reduce tax drag, and align investments with what matters most. Cameron emphasizes low-cost, diversified, and disciplined investment strategies grounded in academic research rather than speculation or market timing. He helps clients understand what they can and cannot control, focusing attention on savings, spending, risk levels, and tax efficiency, while putting daily market noise in its proper place. For many clients, this shift in mindset is as valuable as the financial plan itself, providing peace of mind and a framework for better long-term decisions.

Holding both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Cameron brings recognized technical expertise in comprehensive financial planning and portfolio management. Above all, his mission with Clarify Wealth is to provide straightforward, judgment-free advice that helps clients feel organized, prepared, and confident about their money, so they can spend more time living their lives, and less time worrying about their finances.

Boundless gives owner-led businesses the shortest, most reliable path to non-dilutive (debt) capital, from $3k to $300M, in as few as 48 hours. One application reaches 150+ lenders through proprietary AI and multi-lender technology, delivering an 8x industry funding success rate and a white-glove experience with offers in hours, not weeks. As Fulkrem's capital partner, Boundless funds working capital, equipment, inventory, payroll, acquisitions, and growth, fuel to scale without giving up equity. Your Boundless contact: Jesse Shimkovitz, Director of Partnerships.