Operators who've built it, not just advised on it.

Mark is an Open Banking & Embedded Finance expert with 16+ years of experience at the intersection of Fintech and established FIs.

Previously as Head of Canada at Plaid, Mark owned and scaled the Canadian P&L. Prior to Plaid, he served in senior roles at BCG/Accenture and began his career at TD.

10+ years of Management Consulting experience and 5+ years of Financial Services experience.

Previously VP of Enterprise Strategy at RBC and VP Strategy & Operations for Commercial Banking at Equitable Bank. Former BCG Principal and Accenture Consultant.

7+ years of investment and strategy experience within fintech venture capital and growth equity.

Founded and led the Research team at Portage, a fintech-focused venture and growth equity investor, responsible for portfolio analytics, fund operations, and strategic initiatives.

Catalina brings sharp analytical rigor, financial modeling expertise, and execution discipline across digital banking and fintech advisory engagements.

She works closely with client teams to structure market opportunity analyses, business cases, and vendor evaluation matrices.

Jason is a seasoned engineering and product leader with nearly 20 years of experience across startups and enterprises.

He led major transformation projects at TD, RBC, and National Bank during his time at IBM and Accenture, and in recent years served as CTO and CPO at SaaS startups and scale-ups ranging from $1M to $50M ARR. Jason also advises early-stage startups on product-market fit and technology strategy.

Design Director and Researcher with experience working in large global organizations and brand-new startups across North America and Germany.

Kateryna specialises in building products from scratch or improving existing tools based on informed, well-researched decisions. Notable clients and projects include RBC, Manulife, TD, AGO, UNICEF, Bell Canada, and Ikea.

Summer is a communications and social media advisor who honed her craft as a senior leader at several B2C/B2B startups.

She has helped organizations strengthen their brand voice, and engage audiences across digital platforms. She combines creative content development with data-driven strategy to deliver measurable results, from boosting reach and engagement to building thought leadership.