A Unified Team of Fractional Leaders.

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

Maala Gadhia, CPA, CEPA®, 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.

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.

#1 Best-Selling Author & AI Digital Marketer · Strategic Technology Consultant Partner with Fulkrem Management Group

Joel Mandelbaum's business experience began with a paper route at 13 years and direct selling at 17. By the time he was 19, he had started his own business, Split Second Courier, specializing in courier, freight, logistics, and warehousing. He expanded into the United States and maintained a leading edge in technology, customer service and staff team development, winning the Business of the Year award from the Toronto Board of Trade. From being the first driver and dispatcher, over the next 24 years, Split Second Courier successfully grew to over 50 drivers and office staff when it was sold in 2012.

Moving forward, Joel joined iOPW (Increasing Online Presence Worldwide) as a strategic technology consultant and partner. iOPW is a technology company that has been building platforms and websites for over 25 years. It is one of the few companies that has figured out how to get its clients ranked in multiple spots organically (non-ads) on the first page of all popular search engines.

In 2019, Joel launched his #1 Bestselling book, "Winning Online – Increase Your Visibility and Crush Your Competition". It hit #1 in 6 categories on Amazon and reached the #2 spot of the top 100 paid Kindle books. As a follow-up to his successful book, he created a course to help business owners understand what they need to know to win online.

In 2020, Joel started Quantum Results, a multi-platform umbrella agency specializing in most facets of digital marketing, including in-house-built SaaS platforms that give his clients a considerable advantage.

Joel's focus is to help clients disrupt their competition online, increase their online visibility, and drive a steady stream of qualified leads on LinkedIn for his B2B clients.

His passion is to help others succeed in digital marketing, build their business's online visibility, and help grow their revenue.

His interests are travelling, family, meeting new people, personal growth, fitness (he competed in FAME twice and placed #6 in Ontario), journaling, meditating, occasionally flying an airplane, and most of all, spending time with his wife, Olena and their cat, Violetta.

Creator of The Zen System · Business Operating Systems 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.

Fractional Chief Administrative Officer (CAO) · Governance, Controls & Business Continuity · Partner with Fulkrem Management Group

Delia Medeiros builds the operating structure that lets owner-led businesses grow beyond their founder: documented process, right-sized controls, and contingency planning that holds when things go wrong.

With more than 25 years inside Canada's largest financial institutions, including BMO Financial Group and Royal Bank of Canada, Delia has worked in an environment where undocumented process and loose controls aren't a stylistic preference, they're a finding. Her background spans financial operations and reconciliation, internal and external audit coordination, operational risk governance, and business continuity planning across banking, custody, institutional and shareholder services.

Today, she brings that discipline to companies where the founder still signs the cheques. Most owner-led firms treat structure as something to build later, once they're big enough, but it's usually the absence of it that's holding them at their current size. What lives in one person's head can't be delegated, copied into a second location, or handed to a new manager.

Delia turns that knowledge into process a new hire can follow, sizes controls to catch errors without strangling a thirty-person company, and builds the contingencies for the days systems fail or key people aren't available. Her focus is capability that stays: she trains the team to run it rather than creating a new dependency.

As part of Fulkrem Management Group, Delia strengthens the governance and process layer, reduces owner dependency and key-person risk, and prepares businesses for the scrutiny that comes with scaling, expansion, or a sale.

Founder, Acquire Legal · Small Business M&A Legal Partner with Fulkrem Management Group

Artur Adamian is the founder of Acquire Legal ("ACQ"), an Ontario law firm focused exclusively on helping clients buy and sell small businesses valued at under $5 million. ACQ provides fixed-fee legal services designed to give buyers and sellers clarity on cost and practical support from the letter of intent through closing.

Artur began his legal career in litigation, first in government and later in private practice. He defended accountants, lawyers, and engineers in professional liability claims and acted in estate litigation disputes. That experience gave him a firsthand view of what happens when transactions and legal arrangements break down, and how thoughtful legal work at the outset can help prevent costly disputes.

After moving into transactional work, Artur saw a gap in the market. Small-business buyers and sellers were often choosing between large M&A firms, with billing structures and processes designed for much larger transactions, and generalist firms that handled acquisitions only occasionally. He founded ACQ to offer a specialized alternative: experienced transaction counsel focused on deals of this size, with a clearly defined scope and predictable pricing.

Acquire Legal assists with due diligence, purchase and sale agreements, negotiations, and closings for small-business acquisitions and sales throughout Ontario. Because the firm focuses exclusively on this work, it can apply a consistent, efficient process and confirm its fee before an engagement begins. Clients know what their legal work will cost, can ask questions without watching the clock, and have counsel focused on identifying risks and moving the transaction toward a successful closing.

As a legal partner within the Fulkrem network, Artur supports business owners preparing to sell their company. He brings a litigator's eye for risk and a transaction lawyer's focus on getting the deal done properly.

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 over a decade of experience working with high-performing leaders who have hit a ceiling they can't logic their way through. Tyler disrupts deep-seated barriers to break the patterns that inhibit even the most capable of performers.

Most of the executives he works with are sharp, driven, and accomplished; CEOs, founders, and senior executives who are done tolerating the gap between where they are and where they know they should be. Leaders who recognize that they are leaving meaningful goals unfulfilled. Not because of a flawed strategy. Not because of a lack of skill. But 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. His practice is particular.

• 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. The work is measurable work.

With expertise in sales leadership, team development, and performance coaching across multiple industries, Tyler understands that executives rarely get stuck because of external factors. They get stuck because of something internal; a belief about risk, identity, or a self-imposed catastrophic scenario 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 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.

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.

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.

Sr. Strategic Partner, Schooley Mitchell · Partner with Fulkrem Management Group

David is a Sr. Strategic Partner with Schooley Mitchell, bringing extensive business development and account leadership experience across the technology, information, risk management, compliance, environmental and supply chain sectors. He has built a reputation for consistently achieving individual quota and company goals through strategic planning and execution, building market share, program management and implementation, training and contract negotiation, always in service of customer-centric solutions.

He works consultatively, managing difficult service and product situations to positive outcomes, and has mentored and guided new District Managers and Account Executives throughout his career. His core competencies span revenue growth, client and program management, retention and expansion, negotiation, presentation, problem-solving and customer relations.

"A consultative approach, measured by the result the client actually gets."

Certified EOS Implementer® · Independent EOS Implementer, brought in under the Founder FRAME System · Partner with Fulkrem Management Group

Fulkrem brings Andrew in under the Founder FRAME System when a company's size and stage call for a full Entrepreneurial Operating System® implementation.

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.

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.