Industry Portfolios

Industry Portfolios

Changing the game one industry at a time

Starting out as a general practice agency in 1993, over 25 years you get to learn a lot about different industries.  Through countless research and consulting engagements with some of North America’s most reputable organizations, we have moved past familiarity and have become experts in multiple sectors.

Financial Services

The financial services industry is a focal area of our consultancy. We have established an intimate understanding of today’s investor and financial advisor and understand the psychology of how financial products are internalized by the market. Simply put, we connect the dots between the value of advice, retirement, product, and technology across every wealth and demographic segment of the market.


Although wealth and insurance are typically connected at a distribution level, they are very different in how they are viewed by consumers and marketed by advisors. Through extensive product testing initiatives, we have gained an in-depth understanding of life and health insurance products and how they are viewed and connected to the financial planning process.


In 1993, we started in healthcare. We have logged hundreds of hours in hospital operating rooms examining the impact of various workplace health risks. Today, we are supporting regional hospitals in community engagement research and are also studying the impact of diseases and chronic health issues such as diabetes, obesity, migraine, cancer, arthritis, and asthma in the workplace.


Pharma represents one of our fastest growing areas of study. Over the past 5 years we have supported this industry in relating to patients and users of a wide range of prescription medications. This has helped our clients gain strategic insights into how employers manage their drug plans, think about formulary design, and plan for new classes of medications.

Industrial Research

One of our differentiating capabilities is our experience in manufacturing, distribution, and technology. From water systems to audiology to food processing to communication technology to POP software and beyond, our team of engineering and industry specialists can connect you with your customers and market.

Public Sector

We are very proud of our work and commitment in this area. For two decades we have supported municipal and regional governments in examining community engagement in environmental programming, waste management, transit, water and energy conservation, community outreach, and technology services.


The fabric of community is built on a foundation of common values and beliefs. Without the support of so many wonderful community organizations, we wouldn’t be who we are today. We donate countless hours of consulting time and have established a costing model that helps our non-profit partners advance their goals and strategies.

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