Michelle Oel, B.Comm, CFA is our Founder and Principal Consultant. She's a business financial management strategist who educates and inspires entrepreneurs to level up their executive decision making with unique and easy to understand financial, data-driven frameworks and processes.
She holds a Bachelor of Commerce degree in Finance and was granted a Chartered Financial Analyst designation, widely recognized as the most prestigious and challenging financial certification to achieve, in September of 2000.
Now an independent consultant, she honed her craft during a 25 year corporate career focused on strategic planning, financial modeling, valuation, budgeting, forecasting, analytics and risk management as well as the systems that support these processes.
She's worked with companies of all sizes from Global $1B+ enterprises to micro-businesses and has held positions at an investment bank, a Big 4 management consulting firm, and as a leader in industry. Michelle also moonlighted for 4 years as a University Instructor, developing and teaching fourth year undergraduate finance courses.