Testimonials…

Jonathan HaldanePresident, Zoom and Go

Laura helped us with hiring and preliminary training of an operations assistant, hiring a CFO, and providing overall operational recommendations and critical planning assistance. She was a pleasure to work with and provided an insight and strategic advice that exceeded our expectations. We continue to work with the staff she sourced for us and we implemented the changes she recommended to great success. We would hire her again without hesitation.

Michael PhilbrickPresident, Invest Resolve

We found Laura's experience, professional network, and knowledge of the investment industry indispensable in determining the best companies to partner with while launching our business.

Bill TebbuttPrincipal, Chief Financial Officer, The Murray Wealth Group

Laura helped us during the start up phase in our business, including hiring and preliminary training of an operations manager, creating an improved compliance management process, co-ordinating custodial training, outsourcing of our IT requirements, updating our website and providing overall operational advice and critical planning assistance.

Peter McCarthyPrincipal, Vice President Business Development

Laura helped us during a critical time in our business. We had just lost the backbone to our Operations and Compliance on short notice. Laura quarterbacked the hiring and preliminary training of an operations manager. Through her hard work we created an improved compliance management process, we outsourced all of our IT requirements, we outsourced our accounting function, updated our website and there was a step change to our overall operational platform. She was invaluable to the Roundtable Capital Partners team.