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David Bolton 

Advisory
David Bolton
Partner, Advisory Services                                                             Financial Services Sector 

416-777-3877 

 
 
Location: Toronto 
Service: Advisory
Industry: Financial Services, Banking & Finance, Insurance, Investment Dealers, Asset Management, Credit Unions, Private Equity (PE), Pension Plans and Investment Boards
Education & Qualifications:
  • BSc, University of Waterloo
  • MBA, McMaster University
  • CMA, Society of Management Accountants
  • FCMC, Canadian Association of Management Consultants

 

Skills:
  • Major Projects Advisory
  • Business Integration
  • Customer Management
  • Operational Optimization
  • Enterprise Architecture
  • People and Change
  • Organization Design and Development
  • Behavioral Change Management
  • Finance Function Strategy
  • Finance Process Optimization
  • Business Performance and Improvement
  • Finance Function Integration
  • IT Advisory
  • IT Cost Optimization
  • IT Due Diligence and Integration/Separation
  • IT Project Advisory
  • IT Sourcing
  • IT Strategy
  • IT Value

 

Community Involvement:
  • Chair, Canadian Association of Management Consultants, 2004 - 2006
  • Board of Directors, Crescent School, 2003 – 2009