A collective “net-giving” experience

Capture the spotlight as part of our network of advisors. Exclusive to SBX Members, The Advisory Network is a unique compilation of our member community who are motivated by collaboration and driven by opportunity for growth. Be found and seen by offering support, advice, and being open to collaboration within the business community while connecting with others willing to do the same. That’s not all! Boost the online presence and visibility of yourself and your business to become a recognized known resource. The Advisory Network is just another way for you to connect to the community at your fingertips.

Helping service-based enterprises grow their business and brand through value. When our clients first meet us, they are breaking even or even hitting profit, but they're often struggling with, Anxiety of running a business while expanding, Overwhelm with the creation and maintenance of a marketing strategy, Stress of servicing current clients and nurturing potential clients, Frustrated with positioning themselves as thought leaders in their industry. We make it easy by taking the most involved parts of growth off their hands and giving lost time back. Available services include: Performance Management (Instagram, Facebook Ads, LinkedIn), Operations Consulting, Content Consultation, CRM Development. If you're a business owner ready to take your brand and sales to the next level, direct message me and we'll see if we're the right fit to collaborate.

Enigma Mrktng

Pawty Animals is an e-commerce brand selling eco friendly dog toys. Our products are one of a kind, made from recycled material, and are a pun on everything relating to Canada. We pride ourselves on being a wholeheartedly green brand who also gives back to their community, and local rescues. We want to disrupt the pet space by proving you can have fun toys that also won't add to the landfill problem.

Pawty Animals

We help senior leaders leverage the power of creativity to drive and sustain greater innovation. Our work goes beyond traditional training to focus on sustainable change with a focus on shifting mindsets towards creativity, developing skills and processes to enhance creative thinking and building organizational cultures that foster innovation.

Pink Pigs Fly

For decades, Upchuckle Entertainment has contributed to creating award-winning animation. Now, we present Upchuckle Education, sharing that expertise through personalized 1-on-1 training and fun events like Cartoon Camp and workshops. Embrace creative growth, regardless of your age or experience level. Join us online from anywhere or in-person, around Barrie, Ontario.

Upchuckle Entertainment

Royal Victoria Regional Health Centre (RVH) is the largest hospital in the Simcoe Muskoka region, serving a population of almost half a million residents. RVH’s team of 430 physicians, 2,500 employees, and 750 volunteers provide exceptional care for various specialties, including regional cancer care, surgical services, advanced cardiac care, dialysis, intensive care, adult and child and youth mental health, and interventional radiology, among others. The RVH Research Institute is an entity embedded within RVH that strives to promote a culture of inquiry and innovation by helping local investigators and community partners ask questions and advance knowledge.

Royal Victoria Hospital

The Sarjeant Company Limited fosters an ongoing, positive and mutually rewarding relationship with all its customers. We do this using honest business practices, outstanding customer service, customer communication and information, fair employment practices and community leadership. – Scott Elliott, CEO

The Sarjeant Company Limited

From personal to commercial to farm–no matter what type of insurance you need, we know a lot about it so you don’t have to. Looking for coverage for your home? Car? Boat? Business? Whatever it is, we’ve got you. At Insurance Store, our goal is to make your insurance purchase as easy and painless as possible.

Insurance Store

VIAVI is a global provider of network test, monitoring and assurance solutions for communications service providers, hyperscalers, equipment manufacturers, enterprises, government and avionics. VIAVI is also a leader in light management technologies for 3D sensing, anti-counterfeiting, consumer electronics, industrial, automotive, government and aerospace applications. Together with our customers and partners we are United in Possibility, finding innovative ways to solve real-world problems.

VIAVI Solutions

CollegeTrackr Canada provides FREE and not-for-profit resources for high schools students and athletes in Canada interested in pursuing a U.S. college and university undergraduate education.

CollegeTrackr Inc.

Yoga with Jess' classes are infused with her unique blend of Vinyasa flow, restorative yoga, and meditation techniques, allowing her students to find balance, strength, and inner peace regardless of their level of experience with yoga. Going to an in-home studio is a unique experience in itself. She has chosen to open her home in hopes to build beautiful connections through all things yoga! Jess wants you to feel at home when you walk into her space. Upon entering her home, she hopes you immediately feel relaxed. Picture walking into a beautiful bright space with warm lighting, clean fresh scents, and a feeling of comfort. That feeling of coming home.

Yoga with Jess

Happy Hounds is a dog walking, hiking and sitting company. We like to make all our furry friends we take care of feel as though they are part of the family and treat them as our own. We strive to give all dogs the same chance at being a dog, regardless of temperament. We want everyone to feel like family.

Happy Hounds

Kelly Letourneau Media is a boutique digital marketing agency dedicated to helping businesses thrive online. With a team of experts in SEO, PPC, social media, and content marketing, we deliver tailored strategies to boost your brand's visibility, engage your target audience, and drive conversions. Take your digital presence to new heights with us.

Kelly Letourneau Media

William Street Partners provides tailored services to help businesses overcome their human capital challenges. By assembling industry leading executive teams, we position our client companies to be able to capitalize on market opportunities and maximize their enterprise value.

William Street Partners

Based in Barrie, Canplas Industries Inc. manufactures (injection molding) products for the plumbing and roofing industries. Our products are sold across North America and in some export markets. We are innovative company and are focused on the needs of our customers.

Canplas Industries Inc.

Cheelcare is determined to radically improve quality-of-life and independence for people with physical disabilities by creating innovative assistive devices that defy ordinary and prove their value every day.


Fresh Food Weekly is a food charity registered with the Canada Revenue Agency and provides a free monthly meal box delivery program to low-income families residing in the City of Barrie and the Town of Innisfil. We seek to improve food security by creating a reliable avenue to get fresh food into the homes of people who really need it. Our meal box program was launched in June 2022 and is the result of two successful runs at Christmas (December 2021) and Easter (April 2022). Each month, we put together meal boxes that include locally sourced, fresh food that has been donated or purchased at a reduced price.

Fresh Food Weekly

Busch Systems is an innovative, passion-driven group of people who design, recommend, and customize recycling and waste solutions for collection programs across industry lines. Our mission is to support everyone who cares about waste diversion with leading-edge products and advice that maximize the quality and quantity of your recycling program.

Busch Systems

Mom SUITE LIFE is the sweet, smart and sassy community for Canadian moms. We are here to help mothers grow and flourish with support, knowledge and best of all LOTS of cash prizes. We strive to empower amazing women while also giving back through our support to leading Canadian charitable organizations.


Glowing Hearts Charity is a volunteer-run, charitable organization working to disrupt the cycle of poverty by empowering children and youth to realize their full potential. Our ongoing initiatives include Funding for Psychoeducational Assessments & Follow-Up Supports, Mental Health Counselling, Instrumental Music Programs, Simcoe Youth Choir, Food That Fuels, Backpacks for Youth, and Hygiene Kits.

Glowing Hearts Charity

owedo is a new project I started that empowers small and medium-sized businesses by making marketing more accessible for them. Our mission is to eliminate the financial burden that businesses often experience when implementing new marketing strategies. At owedo, we partner with business centers, government programs, and educational institutions to provide actionable resources through our app. Our platform offers weekly marketing advice, guided marketing workflows, and private huddles to help businesses thrive in today's competitive landscape. If you would like access to owedo, feel free to reach out by email!


CFO Sense is a fractional CFO services firm providing strategic, forward looking support for entrepreneurs to supercharge growth, boost profits, and accelerate positive cashflows. You get an experienced highly-trained CFO who has "been there and done it" at a fraction of the cost of a full-time CFO.

CFO Sense

Originating in Barrie, Ontario, in 2010, Madison Taylor began as a small interior design studio focusing on hospitality and residential design. After just a few short years, the company embraced the philosophy of integrated design and quickly grew into an award-winning multi-discipline design firm offering services worldwide. With architectural technologists, interior designers, interior decorators, landscape architects, and a full construction team under one roof, Madison Taylor Design provides ease and comfort to the residential home planning process. Utilizing their integrated approach, they provide exclusive home designs that are supported by detailed and transparent planning.

Madison Taylor

We offer a variety of top-performing investment and savings solutions, retirement income, life insurance, and mortgages, including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) TFSAs (tax-free savings accounts) and Corporate Investment Accounts. We also work with a range of specialists that focus on a wide range of financial planning solutions.

Walton Financial Group

The Staffing Connection works to strategically grow organizations by acquiring the best talent to fit the needs and culture of the organization so that they are viable. With over 20 years of experience, we’ve been a reliable connection to talented, local employees for business leaders across Central Ontario.

The Staffing Connection

The Barrie Baycats, which are currently a not-for-profit organization are 7x Intercounty Baseball League Champions, with 6 in a row from 2014-2019. The Baycats have been apart of the IBL, a 104-year old league since 2001 which is the top level of baseball in Canada!

Barrie Baycats

Providing financial security to Canadians for 15 years. We help business owners, individuals and Families focus on what matters most using personalized holistic financial planning and business planning strategies. Building relationships is our foundation, achieving your goals is our priority.

Co-operators Financial Investment Services Inc.

Sourcery is revolutionizing the commercial construction industry. Sourcery is a new content-sharing platform that looks to eliminate the pain points or stressors that your organization can experience during the entire procurement process. We do this through collaboration, automation, smart project management tools, and exceptional service!


I help women overcome depression and step into a life of passion and purpose without years of therapy, medication or self help seminars in 90 days through PSI Recalibration.

The Breakthru Guru

Community Builders is the leading Not-for-Profit Construction based Social Enterprise in Simcoe County and Greater Sudbury. We provide training, employment, and affordable housing to meet the growing needs of our community’s most vulnerable and at risk populations. We are building with purpose.

Community Builders

EMG helps build safer communities. Whether your community is a province, municipality, education, healthcare, corporation, large event, or other organization, we assist in protecting your people, operations, facilities, infrastructure, and reputation. We build and deliver plans for emergency management, business continuity, pandemic, safe community, security, fire departments, and paramedic service.

Emergency Management & Training Inc.

Body Works Fitness + Wellness is a completely inclusive Studio - for anyBODY and everyBODY! From our EMS fitness equipment, infratherapy detox treatments, to our natural and organic beauty services and products, we are committed to helping you all feel HEALTHY, STRONG, and CONFIDENT!

Body Works Fitness + Wellness

We assist employers in managing all aspects of HR within their workplace. What sets us apart from other consulting companies is that we don’t just advise; we also assist you with doing the work – we are truly your partner.  We take a holistic approach to provide you with personalized services and customized solutions that reflect your industry and your culture.

HR Performance & Results Inc.

The Electric Motor Coil Company (EMCC) is an leading supplier of Motor CoilsGenerator Coils, Commutators and Slip Rings. We sell to OEM’s and aftermarket customers worldwide. EMCC has automotive industry-type strengths; such as low-cost manufacturing,  labor efficiency models, and automated processes. We have a highly skilled and experienced workforce.

Electric Motor Coil Company

SuiteWorks is Central Ontario’s premier Business Centre, offering 23,000 sq. ft. of professional meeting rooms, workstations and office spaces. SuiteWorks brings together like-minded professionals that want all the amenities, facilities, and technology of a modern vibrant office space, with the added benefit of networking and the flexibility of customizable packages.


We are a company focused on the manufacturing industry. We import Tea, Coffee, Spices, essential oils from Sri Lanka under the brand name of “CEYLON PRANA” and specialized wines from the Czech Republic. We soon will export wood and lumber products, fertilizer, polyethylene products from Canada. We are willing to share the experiences gained in the fields of businesses that we’re in and would open up the opportunities to local companies in Simcoe County to expand their businesses where our presence is strong.

Medzcann Inc.

IG Wealth Management is part of the Power Corporation Group of Companies, one of Canada’s largest and most respected corporations. Since 1926, we have been providing Canadians with holistic financial planning services that instil financial confidence and allow our clients to embrace all of life’s possibilities. Our success depends on our greatest resource—our people.

IG Wealth Management

New Territory is a Customer Strategy Consultancy dedicated to the growth of Canada's midmarket. We believe more midmarket prosperity means more people prosperity. That's why we offer Canadian enterprises a practical path to profitable growth: Customer Relationship Mastery.

New Territory

We help entrepreneurs get everything they want from their business while creating healthy engaging workplaces for their teams! We do this using EOS®; a complete proven system with simple, practical tools to help your team clarify what matters most and then focus and mobilize them to quickly and efficiently make that happen. We call that Vision, Traction, Healthy!

Tribridge Solutions

We assist innovative organizations to retain their key staff and reduce turnover. Using our unique blend of a traditional classroom (in person or virtual) and experiential learning, staff teams develop the soft skills necessary to increase effectiveness and efficiency and build resilience. By focusing on psychological safety, reducing workplace stress, building a positive work culture and supporting leadership at all levels, CHC Consulting can support your team to gain ground over the competition.

Community Healthcare Consulting

Data Gives Back is a unique social enterprise that helps companies drive financial and employee success through training and consulting services in support of grieving children and families. 25% of revenue is donated back to Seasons Centre for Grieving Children.

Data Gives Back

Whoosh Logistics Inc is a third-party logistics (3PL) warehouse and fulfillment center focused on entrepreneurs who need the right amount of space for their inventory.  We can handle every aspect of your product needs, from importing/receiving to warehouse & fulfillment to shipping, we are your one stop shop.

Whoosh Logistics Inc.

As small business owners, we all feel passionate about bringing our ideas to life. But as time goes on, the paperwork starts piling up, and the financials start making less sense. Enter Orion CPA, we are on a mission to be a true financial partner for everything accounting and bookkeeping.

Orion CPA

Black Controls Company Inc. specializes in designing, wiring, and programming industrial controls systems. We work with our customer to create unique and efficient solutions to their industrial automation challenges. From design to project installation, Black Controls can support even the most complex industrial automation projects because of our skilled team.

Black Controls Company Inc.

Since the founding of our company, we have been dedicated to providing a wide range of marketing services that meet all your needs. We create custom strategies for you based on what is best suited in terms or style as well as content targeted at different audiences just like yourself!

Next Door Marketing

At Trainers Choice, our superior knowledge and patient experience has helped design and develop innovative Brace and Support solutions. Our mission is to help you perform your best while getting back to life, work, and sport. 

Trainers Choice

Anchors Away Photography works with business owners to create high quality images of their products and/or services and the people behind the brand. From telling the “Why” of your business, to showing how your business can make their life better, everyone needs Branding Photography.

Anchors Away Photography

For organizations eager to create an equitable and inclusive workplace culture and to communicate with an equity-based approach, Michèle Newton provides expertise and focus. Her unique lens as a biracial educator, tenured communicator and passionate keynote speaker adds an impactful element to equity, diversity, inclusion and belonging strategies in need of inspiration and lasting results.

Michèle Newton

Our mission is to establish & maintain the gold standard for natural Venetian plasters in Ontario. We work with design & architecture professionals and enthusiasts to help them confidently incorporate natural limestone plasters into their designs.

DeStyle Handcrafted Finishes

At Zenetec, we are auto body experts focused on Collision, Auto Glass and Car Washing.


We help people self-publish their own books. With both a full-service publishing model and many do-it-yourself style courses and tools, LeadHer Publishing aims to help people share their message to elevate impact (and income!) on Amazon and beyond.

LeadHer Publishing

Based in Barrie Ontario, Gerrits Engineering is a Civil, Structural, Mechanical, and Electrical Engineering & Consulting firm that specializes in integrated building and site servicing design. Since 2006, Gerrits has experienced notable annual growth in both size and sales, while delivering projects to more than 1700 unique clients.

Gerrits Engineering

From high-volume businesses to Fortune 500s, we power the world’s fastest-growing brands.

Shopify Plus

Aspen & Ivy is a luxury retail home furnishings and interior design studio based in Barrie,  Ontario. Our mission is to serve our valued and respected clientele through a multi-step project  management strategy. We rely on experience, expertise, and impeccable integrity to complete projects  on time and on budget.

Aspen & Ivy

At Plan A, our vision is to care for our fellow Canadians by bringing the most compassionate, forward-thinking and strategic staffing model to long term care homes across the nation.

Plan A Long Term Care Staffing & Recruitment

​Cosmopolitan Academy is a school in the beauty industry offering certification courses from lashes to permanent makeup. We are a platform for students to start their own business successfully and improve their lives.

Cosmopolitan Academy

Business is personal. Finding the right strategies to reflect the success of your business to mirror your personal success in wealth building takes experience, and the right people on your side to make it happen. We will work together to ensure practical and effective strategy executions to meet your business and personal goals.

PB Total Wealth

At Seven Elements, it’s about crafting a richer life together. We bring a values-based approach to wealth planning. We help families and entrepreneurs build and preserve wealth beyond just the financials, using the Seven Elements of life to guide the process.

Seven Elements Wealth Planning Inc.

Our goal is simple: to provide quality service at an affordable price. As a full-service brokerage, we deliver the tools and exceptional service necessary to sell your home while keeping overhead costs down, allowing us to pass along significant savings to our clients.

Parker Coulter Real Estate

At Scotiabank Small Business, we understand that business is personal. We are dedicated to empowering business owners by offering customized advice and solutions to help them succeed along with our promise to make banking simple, fast, and rewarding


When planning for your future, you want to work with someone you can trust. Whether it is your long-term goals or your short-term needs, we work with families, professionals, and businesses to prepare them for the unexpected. We build holistic financial plans that create a lifetime of financial security.

Sun Life Financial – O’Donnell Group

Full service Customs Brokerage business providing clients with Best in Class, Customs Brokerage, Supply Chain,Trade Consulting Solutions and Customer Service. Questions about International Trade? We provide solutions!

Near North Customs

In unique and highly interactive sessions, I help business people overcome their fear of speaking in front of others and step into their leadership presence.   If your goal is to motivate, educate or activate an audience, Ovation training gives you the confidence and leadership presence to do it.  Every time.

Ovation Speaker Training

At Export Development Canada (EDC), we help Canadians grow their business through international trade by equipping them with the financial solutions and export knowledge they need to conquer global opportunities. We’ve helped thousands of companies expand internationally.

Export Development Canada

The Look Company offers a full range of visual engagement solutions to transform retail, and sport environments into engaging and memorable brand experiences. We are a complete solution provider with end-to-end in-house design, hardware manufacturing, printing, kitting, project management, and installation.

The Look Company

The best reason to choose BDO comes down to the relationships we build with our clients and communities. Because at the end of the day, ours is a business of people working with, for, and in the service of others. And when you think about it that way, client service becomes more than just client service; it becomes a firm-wide dedication to helping the people we serve succeed – whatever they need, wherever they are, however we can.

BDO Canada

The CFO Centre Group launched in the UK in 2001. The idea of high calibre expert CFOs working on a part-time basis in a team-based portfolio model is the brainchild of Founder and Chairman Colin Mills. Colin is a former Finance Director of large multinationals and Plc companies in the UK.

The CFO Centre Group

Ask for Directions and Grow Vantage programs train early stage entrepreneurs to become profitable sooner and avoid costly mistakes that delay success. Practical training and advice delivered by expert entrepreneurs, just-in-time strategic coaching and a supportive community are our three business building pillars that guide entrepreneurs from start-up through growth.

Ask for Directions Training

Bringing over 25 years’ experience in the charitable sector, we will be your partners, aka your “OtherHalf”, to help build your non-profit's strategic pillars of operational excellence and sustainability – Board Development & Governance, Strategic Planning, Resource Development and Fundraising and Communication.

The Other Half Consultants Inc.

White Tuque’s mission is to give companies a trusted partner and a framework of best practices for cyber defence. White Tuque gives businesses of all sizes access to a battle-tested and crisis-proven team of Canada’s leading cyber-security experts

White Tuque

Offering mobile veterinary nursing services independently or as an extension to your regular veterinarian in the comfort of your own home, reduces yours and your pet's anxiety plus fears all while increasing the convenience of veterinary services. Join the Trooper Pet pack and be a part of the change!

Trooper Pet Veterinary Nursing

Delta-T Designs provides HVAC and Plumbing designs for a variety of building types and occupancies.

Delta-T Designs

We provide customized and competitive employee benefits and retirement solutions that support your business and valued employees. When it comes to group benefits, we elevate your offering and help you increase employee engagement, morale, loyalty and retention. Our passion is helping you create a healthy workplace with an environment that supports, challenges and recognizes efforts while optimizing your plan and mitigating risk.

Marquee Benefits

Botree is a business advisory and training group that engages organizations to reach their inherent potential and achieve sustainable growth. We specialize in supporting your people, optimizing your processes and creating customized solutions that support the evolution of your organization through communication, education and efficiency.

Botree Inc.

There’s not much value in a website if customers can’t find it in their moment of need. Boost your online visibility and generate high-quality business leads with NetGain. Our proven digital marketing strategies connect you with new clients. Call or click today.


For almost two decades Alexandra Kubrak challenged herself in a wide array of industries to grow her knowledge and experience in how to apply it. Alexandra's previous roles in Marketing and Business Operations taught her the challenge solving skills and results-oriented mindset that it takes to innovate and reach desired ROI metrics. During these initiatives, Alexandra developed strategies to build social media presence and generate leads for the sales team through brand unity from the top down. With her team, we developed campaigns across social media platforms (Instagram and LinkedIn), Facebook advertising, YouTube, TikTok, and HubSpot (email marketing). Seasoned professionals can see how people use a platform just by observing. The psychology to their routines are all captured in the trails of content they leave as they like, share, and buy into what matters most. The customer journey is never dictated, and as a futurist Alexandra challenges companies to look further into the content they produce and what it means for overall business model and revenue.

I'm not really interesting. Dogs, food, motorcycles.

Alexandra Kubrak

Owner / Strategist

I am an extremely organized, resourceful individual and although my experience being an entrepreneur is limited at this time, I also love helping people build great websites and are looking for help on any organizational tips for their business.

I am a new entrepreneur, but with my digital project management background and my passion for technology and animals, I am trying to change the way the pet industry runs by introducing a product that is both unique, and eco friendly.

Kara Wardinger

CEO & Founder

Karin helps individuals and organizations learn how to make pigs fly! Her area of genius is around helping to dispel common myths about creativity and supporting the development of creative thinking mindset, skills and practices.

In addition to practicing creativity, Karin loves cottages on the lake in the summer, reading and playing with her dog Scooby.

Karin Davis

CEO & Chief Creativity Strategist

Founded by Brad Ferguson, Upchuckle Entertainment has been instrumental in entertaining audiences and creating award-winning animated television for over two decades. Now, Brad's sole focus, Upchuckle Education, emerges as a dynamic new department, igniting creativity and providing personalized guidance and mentorship to artists and animators of all levels, worldwide.

As a diversely experienced animation professional with 180+ directed TV episodes (and a few awards & nominations along the way!), I'm fueled by creativity, supporting & inspiring others and education. My latest adventure is empowering creatives of all ages and experience levels to express themselves, gain confidence and grow. Outside of work I love hiking, making/eating good food, movies and music & making memories with friends and family.

Brad Ferguson

Owner and Director

As the Director of Research at RVH, Jesse regularly works with healthcare providers and industry partners who are at the forefront of medical innovation. Having obtained a Ph.D. in Laboratory Medicine and Pathology and fellowship training at Harvard Medical School, Jesse is uniquely positioned to not only pursue his own scientific interests, including the application of new medical technologies and processes, mental health and wellness, and health policy, but to support others in developing their own research passions, including grant writing, study design, data collection, statistics, and analysis.

I strive for a fulfilling work-life blend that often allows my hobbies to overlap with my professional interests and development. I enjoy challenges that force me out my comfort zone in regular, positive ways, so that I can learn new skills. For example, I’ve recently taken up AutoCAD design and 3D printing as both a hobby and opportunity for healthcare innovation. Among my more long-standing pastimes, traveling with my children, playing hockey and violin, gardening, and reading science fiction novels are my favorite.

Jesse McLean

Director of Research

I am an Operations Supervisor for a ready mix company. I have a background in Human Resources, Health and Safety and Operations. I work with a large group of skilled trades and truck drivers in all aspects of the employer/employee relationship. I can help with operational, personnel and safety issues.

I was born in the UK and immigrated to Canada when I was a child. I grew up in Brampton and moved to Barrie in 2003. I went to Georgian College for Human Resources and Seneca College for a certificate program in Occupational Health and Safety. My partner and I enjoy travelling and spending time at the cottage with our children and their partners.

Samantha Hunt

Operations Supervisor

Heather is a Farm and Commercial Insurance Specialist with Insurance Store. By getting to know all of her clients and their businesses, through on site meetings or over the phone, she never fails to ensure that all of her clients receive the proper insurance at the best value in the market. Heather has a BA in Business Administration, is a Fellow Chartered Insurance Professional, a Certified Risk Manager and Registered Insurance Broker. Heather is also a proud member of the Rotary Club of Barrie Huronia, BNI Business Matters and the Sandbox Centre for Shared Entrepreneurship and Innovation and loves getting involved in the community.

One of my passions is learning about why people do what they do and how they got started in their businesses. I love to hear the stories and provide whatever support I can either from my own experience or that of my network. I have lived in Barrie since 2016 and love the area, the business community and the people! When I am not working I am eating at the great restaurants, walking the waterfront, meditating and enjoying my family and friends.

Heather Hill

Senior Account Exective

My name is Sujee Kulendran - CEO and Founder of CollegeTrackr Inc. If you are interested in connecting with me on opportunities to support Canadian students and athletes interested in undergraduate studies or playing NCAA sports in the United States, please reach out!

I grew up in Toronto and spent most of my life here. I started my company 6 years ago and being an entrepreneur is the best job in the world! I had actually graduated from the University of Toronto studying Neuroscience/Psychology and always been fascinated by how the mind/body works. Currently, I'm working on a self-help book that focuses on the "4 Weekly Habits to Success and Happiness" and once it is completed, I look forward to sharing it with everyone! Lastly, one of my biggest goals is to visit as many places around the world before I retire with my last stop - SPACE!

Sujee Kulendran


Jessica Boken is a passionate yoga teacher, a proud mom to the sweetest toddler and the owner of a cozy in-home yoga studio located at Minets Point in Barrie. With a passion for creating intimate and welcoming experiences, Jess has created a sanctuary within her own home where students can escape the hustle and bustle of everyday life and find solace on their yoga mats.

Beyond her in-home studio, Jess's love for nature and community-building has led her to organize yoga classes in outdoor settings. Whether at the beach, in a park or on the patio at the Sandbox, Jessica provides her students with opportunities to playfully challenge themselves and connect with like-minded individuals through mindful movement. With her warm spirit and commitment to creating fun loving experiences, Jess invites her students to embark on a journey of self-discovery, self-love, and empowerment.

Jess Boken


My name is Jillian Whitfield and I am always interested in meeting business owners of any kind. I love the sense of community that being a small business owner brings. I am constantly looking to grow and learn and hope that maybe there are people out there that could maybe learn something from me as well!

I am a self proclaimed absolute dog nerd. If I had the time, money and space, I would have one of every breed =) I have traveled the world and worked with many different breeds and species of animals. I am also a extroverted introvert! I can be quiet, but once I get comfortable yoy cant get me to shut up!

Jillian Whitfield


I have a passion for making a difference. With a solid background in non-profit work, a Sociology Degree from York University and a Business Marketing (H) diploma from Centennial College, I have dedicated my career to creating positive social impact. Combining my expertise with a keen interest in digital marketing trends, I excel at driving impactful campaigns that resonate with audiences in the ever-evolving digital landscape.

Hi! I’m an avid paddle boarder, voracious reader, dedicated runner, and passionate meditator. With a thirst for adventure, a love for knowledge, a drive for fitness, and a commitment to inner peace, I find joy in balancing the physical and mental realms.

Kelly Letourneau


Founding partner of a consulting business that partners with private equity firms to address the human capital needs within their portfolio companies. Through a consultative partnership we provide executive search services to companies throughout the US and Canada. Our focus is on C-suite and VP level positions.

Husband, father to two young boys and Joon the Mountain-Mastiff. Stays active with running, hockey and volleyball. Terrible golfer. Aspiring guitar player. Lover of good music, good food…and hot dogs. Unconditional Leafs fan.

Dave Squires

Founding Partner

I am currently leading the Canplas organization with budgeting, forecasting, commercial excellence, sales and innovation responsibilities. My background is in sales but my passion and most of my career has been in the innovation space.

I ask why (and why not) and not to accept the status quo - it's what I do. I appreciate everything about nature and the outdoors but I favor spring, summer and fall - not very Canadian of me. 🙂 I like working on projects but at my pace - which varies day to day.

Rich Schlieker


I'm redefining what accessible means for people with physical disabilities. Cheelcare is a Canadian innovative powerhouse that engineers and manufactures products that increase independence and mobility. Our signature product, Companion, is a front-mount power-assist device that clicks onto a manual wheelchair in seconds, allowing users to turn their wheelchair into a freedom machine!

My past marketing career allowed me to help North Simcoe assets create campaigns and experiences that tell compelling stories and elevate their brand. I've created municipal festivals and events with audiences from 500 to 50k attendees, managed the operations of a tourist attraction welcoming over 120,000 people annually, and served on various tourism and economic development boards.

Allex Laurin

Director of Marketing

My name is Leah Dyck and I started this community outreach program because there's an imminent need for it. I’ve been an avid volunteer in my community ever since I attended Georgian College back in 2009. Since then, I’ve completed a diploma in Advertising, and a post-graduate certificate in both Social Media (Algonquin College) and Fundraising Resource & Development (Georgian College), in which I also received honors.

In February and March of 2020, I had the amazing opportunity of volunteering for the TKO FIS Snowboard World Cup at Blue Mountain, Ontario, as a media member. This event featured more than 100 world-class snowboarders from 17 different countries, and I was able to interview many of team Canada right on the hill in the days before the big race, as well as at the race itself. This was very exciting for me as it was the first time I worked with current Olympic athletes. I’ve now done more than 100 athlete interviews, and I’ve personally interviewed more than half of team Canada and team USA preceding the 2019 World Juniors – as well as Canada Snowboard’s team preceding The World Cup.

Leah Dyck


Marissa Caldwell is a digital marketing maven with over a decade of experience in social media marketing, email marketing, and persuasive & effective marketing copywriting. Her expertise lies in PR planning, communication strategies, and integrally contributing to delightful (high-retention) work environments.

Marissa practices a 'do as I say not as I do' approach to Work-Life Balance, and on her evenings and weekends assists theatrical & Arts collective non-profits with their digital marketing and online advertising. When she is not in front of a screen, you can catch her teaching at a local Barrie 18+ dance studio centered around promoting body positivity, building community, and fostering feminine empowerment.

Marissa Caldwell

PR & Communications Coordinator

I have been a successful entrepreneur for the past 43 years (owned my first business when I was 6!). I broker and manage the largest young family databases in Canada. We reach approximately 97% of the expectant mothers each year and our total active database is just over 3.7 million families. If I can help you reach a broader market, launch a new product/idea or do some consumer research please reach out – would be happy to help!

I am married, live and have my office in Kearney, half hour north of Huntsville. I enjoy entertaining, travel, learning and collaborating; all of the good things this wonderful world has to offer.

Sandra Parker


Sarah Fleming has a passion for working with children and youth and has a wealth of experience having spent the past 22+ years in the field of education as a classroom teacher and vision resource teacher, working with students who are visually impaired. Her experience extends well beyond the classroom though at Glowing Hearts Charity from program development/implementation to governance, communications to social media, fund development to everything else that goes on behind the scenes. Her attention to detail and incredible ability to organize and get things done is what has made her an asset to the three charitable boards she has served on.

When I’m not throwing myself into my volunteer work, you might find me covered in dirt in my garden, driving my son to work, sports, or his countless musical endeavours…or you might find me attempting to teach myself how to play the cello, violin, and woodcarving! I have no shortage of hobbies (mostly on the more creative side), but one of my favourite pastimes is sitting on the dock at our cottage looking out at the water and boats passing by.

Sarah Fleming

Managing Director

As a seasoned digital marketing professional with 15 years of experience, I specialize in creative marketing strategies that help businesses build brand equity. Having spent the past 7 years as the CPO for the tech company AgentFire, I excel in UX/UI design and leveraging innovative technologies to achieve marketing goals.

In my free time, I enjoy having drinks by the fire and watching movies!

Luke Belcourt


Mark DesLauriers leads the fractional CFO practice at CFO Sense. A strategic-minded, results-oriented, collaborative leader with over 30 years of diverse financial and operational experience, who can roll up his sleeves to help entrepreneurs drive the businesses forward and execute the plan, while streamlining key processes using lean thinking.

I am passionate about leading an active, healthy lifestyle and enjoy coaching and mentoring others to reach their full potential. I was past President and Head Coach of the Barrie Baydogs Triathlon Club, completed two Ironman triathlons, and a Boston Marathon finisher. You will find me on weekends skiing or hiking the Bruce Trail with my family.

Mark DesLauriers

CEO & Fractional CFO

Beginning with the design of hotels, restaurants, and resorts, Madison immersed herself in commercial design. She then used the knowledge and experience gained in the commercial industry to set a higher standard for residential design using an integrated approach. Since then, her firm has quickly become an emerging player in both high-end residential and commercial design worldwide. Madison’s love for the outdoors is evident in each project the studio delivers. Drawing inspiration from nature, she uses her understanding of the natural environment to translate a vision into beautiful form and efficient function. Known for providing designs that are timeless, imaginative, and seamlessly unexpected, Madison Taylor has a track record of surpassing expectations and achieving extraordinary results.

Madison has always been driven by exploring new ways of improving processes to provide the best customer experience for our suppliers, trades, and clients. When she is not busy collaborating and brainstorming new ideas with the team at the studio, Madison enjoys spending time outdoors hiking, running, or climbing with her family and 2 dogs.

Madison Taylor


Jeff and the Walton Financial Group collaborate with clients to create customized financial plans, valuing strong personal relationships. With expertise in investment strategies, insurance, tax, and estate planning, he offers high-quality advice and service. Jeff consistently assists high-net-worth individuals and business owners in wealth accumulation, preservation, and transfer.

Alongside my wonderful fiancée Nicole and our dog Hank, I embrace life's many experiences. My interests include traveling, golf, hockey, and spending time in the outdoors. Passionate about community engagement, I cherish building connections and contributing positively to the world around me.

Jeffery Cook

Senior Financial Planner

With 7 years of experience in manufacturing as well as customer service, Josh has naturally developed skills in both Sales and Account Management. By developing relationships with local employers and employees he successfully facilitates positive opportunities for both parties while innovating on traditional staffing business models.

Josh moved to Barrie in 2002 and has called it home ever since. When he’s not in the office Josh is probably riding his motorcycle or working on his latest project in his shop. Josh loves a good laugh so don’t hold back when it comes to a great joke!

Josh Daynes

Account Manager

Hired in January 2020 as the Baycats' general manager and field manager, the Innisfil, Ontario native is no stranger to the organization, having played for the team from 2005-2009. Josh is now the team's current President.

As the current President, GM and Head Coach of the Baycats, Josh doesn't have much free time. But when he does he's spending it with his beautiful wife and 2 kids! As a former player and being apart of the Baycats first IBL championship in 2005, things have come full circle for this baseball junkie.

Josh Matlow


Hi I’m Alessandro, Insurance Agent & Financial Advisor at the Co-operators in Barrie. I help business owners, individuals and families focus on what matters most using personalized holistic financial planning and business planning strategies.

During my personal time, I enjoy spending it outdoors hiking, cycling, and playing tennis. Me and my wife Izzah travel together during the winter months to either Florida or Singapore. Our two favourite destinations.

Alessandro Borgia, RRC

Financial Advisor & Mutual Fund Investment Specialist

Paul has an extensive background in lighting design, with many of his projects being recognized at the award level in both the local and international markets. Most recently,  Paul has shifted his focus to founding Sourcery which pairs well with his passion to share his knowledge and unique perspective.

In his spare time, Paul likes to be outdoors or spend time with his son, Benjamin.

Paul Boken

Co-Founder & CEO

I am a life coach specializing in Mental Reprogramming and Spiritual Oneness. I am also a 2x International Best Selling Author and Public Speaker.

Above all, I take pride in raising a powerful young daughter to be a trailblazer.

Sasha Parrell

Founder and Mental Health & Mindset Coach

Brandon has worked in the construction industry for over 20 years starting at his family business, Day Group of Companies in Sudbury, before moving to Barrie to start his own construction company and then to form Community Builders. Brandon is passionate about bringing the construction & nonprofit sectors together for good!

Brandon is a grateful Husband and Father and whenever he can loves fishing, diving, surfing and travel. He is a Global Village Leader for Habitat for Humanity and has built homes for families in Zambia, Kenya, Jordan, Bolivia and El Salvador.

Brandon Day

Co-Founder & CEO

As the Principal of Emergency Management & Training Inc. (EMT), Darryl and his team provide emergency preparedness consulting, training, disaster exercise development and implementation etc. to hundreds of clients including government agencies, public and private corporations, health care facilities, colleges / universities and others across North America.

Darryl Culley loves to travel, whether it is a vacation or serving clients across the country and around the world. 2022 saw travel to 11 countries in addition to multiple trips across Canada and the USA. Lets swap some travel adventure stories.

Darryl Culley


Owner of BODY WORKS in Barrie, Ontario, Steph offers EMS fitness, organic spray tanning, teeth whitening, and more, so anyBODY and everyBODY can feel healthy, strong, beautiful and confident! From spray tanning and teeth whitening, to EMS body sculpting, to coaching and workshops, Stephanie’s pursuit of local health and beauty is inspiring. Finding fulfillment in lasting relationships with her students and her clients, Stephanie builds deep friendships and confidence that extends far beyond her classroom or her studio, making her business, BODY WORKS, truly embody her vision for the people of Simcoe County: healthy, strong, and confident.

Stephanie has established her own not-for-profit, HBC Girls, where she invests in the confidence, knowledge, and inner beauty of the young and blossoming woman of Simcoe County; Stephanie’s determination to leave a positive impact on the women and youth of today is unparalleled.

Stephanie Gareau

Cheryl brings over 25 years of skills and expertise in Executive Administration and Human Resources management. Cheryl provides a full complement of services and support to clients at the senior level.

In her spare time, she loves to hang out with her family at their trailer, occasionally play golf, and jam out to her favourite 70’s & 80’s tunes!

Cheryl Claringbold, CHRL

HR Partner

Janice is a consummate business and Human Resources professional with over 30 years of experience in the human resources profession. Janice continues to educate business owners about the importance of HR and speaks at various conferences and events across North America.

When Janice is not working, she spends time with her 3 daughters, husband, two dogs and camping in the wilderness (not in the winter!).

Janice Leroux, CHRL

HR Partner

With a 20+ year track record of delivering innovative QA, Procurement, and operation solutions, I specialize in improving output for manufacturing and renewable energy industries. A problem solver at heart, I love exploring new ideas and technologies.

A fan of the Spartan race, I can’t wait to get out for a round of golf.

Gerald Klein

Operations Manager

I have been with SuiteWorks for 17 years and have seen it grow from almost the inception. I have a business background and am heavily involved in creating items such as Operational projects, budgeting, meeting space facilitation and of course Customer Service.  Prior to coming to SuiteWorks – I worked alongside the VP of Golf Operations at Clublink.

Kerri Diggle


With an International exposure as professional entrepreneur, he has built the confidence, trust of all his associates who would depend on him with no hesitation. With exposure to a network of connections worldwide and proven credentials, he poses prestigious titles such as Hon. Consul General of the Czech Republic in Sri Lanka who has been recognized as one among ten best honorary consuls out of 225 honorary consuls serving the Czech Government and rewarded at a grand ceremony held in Prague.

My passion as an entrepreneur, I like to build businesses from scratch exploring new innovations and implementing the concepts to its reality and sharing the profits with everyone. Believer in human wellbeing I like to do things for people where they can improve their lives. Therefore, most of my work relates to health and human wellbeing. I like to learn about new things and like to play golf at leisure.

Dr. Lohitha Samarawickrema


I am privileged to have the opportunity to support a dynamic team of financial professionals. My role is to partner with our financial advisory teams facilitating, coaching, and supporting their practices. As a CFP, I take pride in providing ongoing support and encouragement to help them achieve their professional goals while supporting their clients.

Michael lives in Shanty Bay with his wife, three young children and two dogs. He enjoys hockey, golf, baseball, skiing, cooking, board games and video games.

Michael Richardson

Regional Vice President

Hi, I'm Steph or SRG. I have been consulting Canadian enterprises on customer-centric growth strategies since leaving technology sales to pursue an MBA in 2017. But I have actively explored the idea of strengthening Canada's private sector since 2013. My combined formal education and practical work experience give me a uniquely valuable perspective on business strategy and social innovation.  Let's exchange ideas!

Hi, I'm Steph or SRG. I have been consulting Canadian enterprises on customer-centric growth strategies since 2017. I bring my full self to my work which includes my long-standing love of dance, cracking jokes and conjuring up creative ideas. Seeking someone to get weird with? Look no further.

Stephanie Ruth Grimbly

Founder & Executive Director

As an experienced business coach, entrepreneur and Professional EOS implementer, Jon works with leadership teams in Central Ontario fulfilling his two passions: helping leaders become their best while creating great places to work. By helping teams implement the EOS model,  Jon is offering coaching for small businesses that can truly move the needle and bring transformative growth in the workplace.

When I’m not teaching and coaching leadership teams you’ll find me golfing, cycling, fishing or camping with my wife and four teenage kids - unless it’s winter - then I’m likely reading a book!

Jon Weening

Certified EOS Implementer

Sue founded CHC Consulting where she works with organizations to build resiliency to workplace stress to reduce absenteeism, and turnover. The additional benefits include increasing productivity, improving organizational culture, increasing leadership skill, team creativity and effectiveness. With over 30 years in healthcare in senior leadership, Sue brings a wealth of knowledge of psychological safety, leadership, team dynamics, resiliency, and moral distress to her sessions.

Sue, and her husband Trent, have been residents of Barrie since 1989. They are parents to 3 cats – Cian, Caila, & Maggie. When not working with clients or spending time at the Sandbox, Sue can likely be found at the barn with her horse, Pip. She and Trent are wine and food lovers and they work off those calories practicing Tai Chi & Kung Fu.

Sue Carr


Carly is the proud wife of Joe and co-owner of Data Gives Back Inc.  Carly’s exceptional interpersonal skills and compassion for helping others, paired with experience working with different levels of government and local media makes her a great fit for her role as VP of Public Relations.

If you see Carly, be sure to ask about her 2 girls and dog Poppy who keep her very busy.  In her spare time, Carly volunteers politically and is very active on her local boards.

Carly Lyons-Rising

Partner and VP of Public Relations

Joe helps business professionals become passionate and confident leaders while leaving their frustrations and anxieties behind. A business leader and former Insights Director with 17+ years of specialized Consumer Packaged Goods & Food Service expertise, he is also a volunteer Executive Grief Ambassador for Seasons Centre for Grieving Children.

When Joe isn’t working on “Doing good with data”, you can find him working on his music as a DJ and producer.  Joe is also a mental health advocate and an author, with his book coming out in 2023. All proceeds will be donated to Seasons Centre.

Joe Lyons-Rising

Founder & Chief Empathy Officer

Hi, my name is Chris Isnor and I know how tough it can be for small businesses to succeed. Whoosh Logistics Inc. was formed with one goal in mind: help small businesses focus on their core competencies and leave the warehousing, shipping, and logistics to us.

I am born and raised here in Barrie and don’t plan on going anywhere else.  I have 2 kids and love spending my time with them either skiing, hiking or on a boat. On my own time I love golf, yoga and camping!

Chris Isnor


Jenny Makula shares the entrepreneurial mindset that sets business owners apart from the rest. Having started her career prior to public accounting with eight years of investment banking experience in Equity capital markets on Bay Street, Jenny has a keen eye for complex financial statements and knows how to go the extra mile for her clients.

One of my hobbies is compound bow archery (But I’m not intimidating at all!). I enjoy having a steady hand under pressure, and being able to focus on one shot at a time when target practicing. I also enjoy paddle boarding, Jeep overlanding, and supporting the Art community in the Headwaters Region.

Jenny Makula

Founder and CPA

Rick Black is an experienced programmer and an inspiring leader for his team. His skills include Manufacturing, Programmable Logic Controllers (PLCs), Automation, Machine Vision, and Robotics. Rick has been in the industrial automation industry for 15+yrs and holds an Advanced Diploma in Electrical Engineering Technologies from Georgian College.

Rick has a passion for motorsports; he spends his free time tinkering with and competitively racing his BMW race car. Racing allows him to travel across Ontario and the United States to different tracks. He also enjoys golfing, skiing, dogs, BBQing and spending time with close friends.

Rick Black

Owner/ Programmer

Next Door Marketing is a full-service marketing agency that provides creative and custom marketing strategies for businesses of all sizes. We believe in giving our clients only the services they need. We continually improve our strategies to meet the needs of our clients that help our clients grow their businesses.

I'm Brett. I am the owner of Next Door Marketing, a full-service digital marketing company that focuses on helping businesses grow. I'm passionate about helping businesses grow and am constantly looking for new ways to improve our services. My goal is to help as many businesses as possible achieve success.

Brett Leahy


As the Project Manager for Compression Stockings, I am responsible for the development and implementation of a new product line within Trainers Choice, along with enhancing the brand's marketing and communication plans. I am an aspiring business professional focused on expanding my knowledge base and relationships with like-minded individuals on a professional and personal level.

Personally, I enjoy fitness, sports and being outdoors. As well as spending time with family and friends. In the summers, you’ll catch me wake surfing and paddle boarding on Lake Couchiching, and in the winters, playing and watching hockey!

Taylor Schaly

Project Manager

Emily started Anchors Away after successfully creating content online for large brands as an influencer. Now Anchors Away Photography creates storytelling images for Small Businesses to use on their websites, social media pages & advertisements, as well as offering social media planning to clients & hosts the biannual Build your Brand Small Business Conference.

Emily is an adventurer, if she’s not taking photos or editing you best bet Emily is off on the next adventure. From discovering local businesses in nearby towns, hiking a new trail or finding the best donuts in the province.

Emily Blocksdorf


Michèle Newton is a renowned communicator turned speaker, advocate and educational consultant, driving inclusion and belonging. Building inclusion from a bi-racial perspective, Michèle’s bold, forward-thinking approach provides clients and audiences with a new lens on inclusion and diversity. Her business focuses on keynote speaking, inclusive communications workshops and public relations with a social conscience.

Guided by her “better together” philosophy – growing relationships, nurturing collaborations, and facilitating partnerships – Michèle became an activist and social changemaker, working to strengthen her community. She’s spearheading the “Fit Out” movement, celebrating and validating her intersectionality and Black lived experiences through sharing her personal journey. Are you on a learning journey to inclusion? Let’s connect!

Michèle Newton

Speaker | Expert | Advocate

I have run a successful painting company since 2014, and have been working with natural lime venetian plasters for over 5 years. I am meticulous in my attention to detail, and do not accept less than my best.

I enjoy spending time outdoors with my wife and two daughters, primarily in the form of backcountry canoe tripping. I enjoy a variety of creative endeavours such as; drawing, painting, photography, writing poetry, and playing guitar. I am a lifelong student of the world and enjoy learning new skills, meeting new people, and always broadening my horizons.

Darren Murphy


My name is William Monteith, owner and second generation at Zenetec. We are certified by 17 different car manufactures from Toyota, Honda, GM, Ford  to brand like Tesla, BMW and soon Mercedes-Benz and everything in between, ensuring you fleet or families car is repaired as per the manufacture both in collision and auto glass. On the Car Wash side we have our unlimited monthly wash club starting at $34.99 which also gives you discounts to our express interior cleaning services.

I am a proud father of three, twin boys and my daughter. I like the outdoors, making maple syrup, shooting, golfing, boating/cottaging and gardening but with our young kids playing in the sand box, playgrounds and Lego are a big part of my life again. Oh and great food.

William Monteith


As Publishing Director and CEO of LeadHer Publishing, Courtney is on a mission to help people use their voices to share powerful messages that will create impact on a global scale.

Courtney's interests include reading, writing, boating, snowmobiling, spending time with her partner, their 6 year-old daughter Presley and German Shepherd Luna, and obsessively collecting essential oils, crystals, tarot card decks and aesthetically pleasing agendas that she doesn't even use.

Courtney St Croix

Publishing Director and CEO

My name is Cameron Christie, Operations Director at Gerrits Engineering. Gerrits specializes in integrated building and site servicing design, but we love working on unique projects too, so ask me any engineering questions. My passions are people, culture, business, and making new friends; I want to hear your story!

My much better half and I are parents of four children, so spare time is limited! When I get a moment, I am an avid guitar player/collector and love to tinker in my shop - building/repairing things for the kids or working on our home in the South End.

Cameron Christie

Operations Director

Shopify is Merchant Obsessed, and so is Josh Lindsay. As a Key Account Technical Expert at Shopify, Josh spends his days finding solutions for difficult problems that high earning merchants face every day. He's happy to deep dive into your shop, make suggestions and find solutions based on current industry standard trends.

I'm a bit of a nerd at heart - if you see me and want to break the ice, you can't go wrong with anything sci-fi.  Or, if you're cooler than me, try food, bikes, camping, travel, beer, wine, bbq or any other Canadiana style conversation starter. I'm game and not shy! I love it when people swing by wherever I'm working.

Josh Lindsay

Key Account Technical Expert

I have been in the HR industry for over a year now. During this time I set up the entire recruitment operation for a startup company based in the US. I built skills in understanding various roles, screening resumes, recruitment coordination, interviewing candidates, resume touch-ups and cover letter touch-ups.

My hobbies are video games, basketball and listening to music. In my free time I mostly listen to music (deep house and tropical vibes for most part), play basketball, go to the gym and watch shows with friends. I am interested in growth: spiritually, mentally and physically.

Jaaiz Stephen

HR and Business Support Specialist

Aspen & Ivy is first and foremost a collective of designers, decorators, and industry  professionals with diverse backgrounds and styles. With Catherine Staples at the helm, the team serves clients in Toronto, Aurora, Barrie, Collingwood, Muskoka, and beyond. What we share is a singular goal:  enhancing the daily lives of our clients through quality furnishings and enduring design.

Bringing over 20 years of inspired design to the well-dressed table, Catherine is the heart  and soul of Aspen & Ivy. Her award-winning spaces have been featured in print and web publications  across North America. Catherine’s core philosophy of simple elegance is evident in all her versatile  designs. Her downtime is spent relaxing with her daughter and racing with her husband, David, and two  protégée sons on their cycles and skis.

Catherine Staples

Founding Designer

My name’s Rachael Hargan, my career started in 2016 when I opened the second Plan A franchise, it’s been a wild ride. If you’re looking to build your network and bounce ideas, I’m interested in sharing the knowledge I’ve gained so far in my career and hearing what you’ve learned!

I love to travel, spend time with family + friends and get active. My favourite country so far has to be India, and my favourite way to get active is either running or doing yoga. Fun fact - I taught Yoga when I first opened Plan A for extra cash!

Rachael Hargan

Managing Owner

Alana Howard is a noteworthy leader in the beauty industry. You may know her from founding company Cosmopolitan Academy where she has created a platform for her students to achieve entrepreneurial success in the beauty industry. Alana is a serial entrepreneur, mentor and philanthropist.

Alana enjoys her family time with Husband David and 3 kids. If she isn't home with the family you will find her dirt biking / wakeboarding in the summer or snowmobiling / snowboarding in the winter. Travel is a must anytime of year as it feeds her spontaneous spirit and need to explore new territory and experience new adventure!

Alana Howard

Founder / SHE-E-O

Penny manages portfolios on a discretionary basis, provided access to both public and private markets. By leveraging her extensive knowledge and experience in wealth management, comprehensive wealth strategies are created with a focus on wealth creation, preservation and succession for business owners, their families, professionals, and other private clients.

Penny grew up as an avid volleyball and basketball player, with a general love for sports.  In her spare time, Penny loves to create content centered around wealth management, spends time with her fur baby and as a co-caregiver to her aging parent, appreciates family time dearly.

Penny Stayropoulos

President and Founder

Karine and the Seven Elements team craft personalized wealth management strategies for families who see money as a tool to build a richer life. Karine’s primary role is working with their clients to execute on that plan and make sure that the clients receive the attention and care they deserve throughout their financial journey with Seven Elements.

Karine left a 15-year career as a Registered Nurse to build Seven Elements Wealth Planning along with her husband Richard. Nursing is, and will always remain, close to her heart. Fitness is another passion of hers. When she’s not working, she can be found taking a local yoga class or enjoying the outdoors either hiking or skiing with Richard and their three kids.

Karine Tremblay

CEO & Co-Founder

Richard and his team specialize in crafting customized wealth plans for their clients that align with their values and priorities to help them make informed financial decisions for today and tomorrow.

Richard appreciates craftsmanship. He is a woodworker and loves restoration projects as his 130 year old home will attest. It requires patience and an attention to detail that translates into my wealth planning approach. Hobbies of his includes golfing, biking, hiking, spending time with his family and enjoying dinner out with friends.

Richard Tremblay, R.R.C.

Co-Founder & Registered Retirement Consultant ®

Our fearless leader and founder. Passionate about investing, Parker recognized the high cost of trading real estate as a substantial pain point. Out of a desire to save on commission, our List for 1% business model was born. If you're looking to buy, sell or chat real estate, Parker is your guy!

Love your work and you'll never work another day in your life! On the rare occasion you don't find me working, I enjoy days up north on the water with family and friends or an afternoon spent golfing finished off with a great meal!

Parker Coulter

Broker of Record

My name is Scott Brandon and I am Small Business Advisor with Scotiabank based out of the Collier Street location. I am very passionate about assisting small business owners with their current and future goals. Together we create a financial plan to keep aligned with your personal and business needs.

In the summer I enjoy playing golf as well as getting out on Georgian Bay for the day or weekend. In the winter I curl and try to get out on the snowmobile as much as possible.

Scott Brandon

Small Business Advisor

My name is Rory Quinn, I am part of a growing Business Banking team and have the opportunity to lead our Small Business Advisor’s in Barrie & Area. Our TEAM is dedicated to providing you with the highest quality, personalized planning to help you build, manage, and transition your business.

I love to be outdoors and have FUN in the Winter and Summer months. In the Winter you can find me on the ski hill, In the Summer you can find me at the Cottage.

Rory Quinn

Small Business Development Manager

As a CERTIFIED FINANCIAL PLANNER® (CFP®), I can help with more complex financial planning issues. I educated young families and professionals on financial products that are available on the market and how they would best suit their specific needs.

My hobbies include playing hockey, running, biking and anything outdoors. I recently got my “Open Water” diving certificate and hope to get more involved with scuba diving in the future. In my free time, you might catch me pushing a stroller around town with my newborn son - Theodore.

Mark O’Donnell

Certified Financial Planner® (CFP®)

I have 20 plus years of experience in the exporting business. I enjoy chatting about International Supply chain, Free Trade Agreements, Customs Brokerage and Customer Service. I would be happy to have a conversation about how Near North Customs Brokers can solve your problems!

Lover of Sports like the Raptors, NFL, soccer (especially Hull City). I am a runner and you can ask me about Running the Boston Marathon! I am a golfer and proud Grandfather to 5 (and counting).

Dave Jupp

Vice President Sales

With a 25-year career in broadcasting, acting, and adult education, Jan is a dynamic speaker and facilitator and genuinely believes public speaking can be fun.  She delights in creating custom, entertaining sessions that meet clients where they’re at, and is always impressed when people embrace the power of speaking and level up their communications skills to expand personal and professional horizons.

I’d love to hear about a great trail you hiked, a fabulous book you read or an amazing movie you saw.  Not your thing?  Let’s talk about fascinating travel destinations, tasty restaurants or a quaint coffee shop perfect for low key weekends.  Odds are good if you find something interesting, I will too – I’m curious about most things and always love to learn.

Jan Bailey

Speaker Trainer

Jessica Russell is a Senior Account Manager in the business development team at Export Development Canada (EDC) covering Simcoe County and Muskoka.  She manages a diverse portfolio of clients of all sizes.  Jessica's mission is to help Canadian companies become more competitive on the international stage by providing risk mitigation, financing or knowledge services.

I am a mom of two busy young boys and I work hard to keep up with all their activities.  In my spare time I like to run, bike and swim and am currently training for my first marathon.

Jessica Russell

Senior Account Manager

As the Director of Marketing for The Look Company, I am responsible for the development and implementation of the company’s brand and marketing strategy to support North American business growth. My experience includes; brand development, leading and developing digital marketing teams, social media strategies, SEO and content marketing, lead generation and conversion,  project management, and market research.

If you see me at SBX, be sure to say hello. I enjoy good conversations over a cup of coffee, especially if it's a Starbucks Macchiato.

Valerie Munro

Director of Marketing

As the Director of LookSports, I manage the full project scope from concept to delivery of complex branding projects for stadiums and international sporting events. I am solution oriented and have the ability to adapt throughout the life cycle of a project to ensure the best end results.

Heather Davis

Director of LookSports

I have 35 years of C level leadership experience with high growth businesses. At The Look Company, I manage and coach others across multiple core competencies to think outside of the box and achieve beyond expectations. I have worked in the Middle East, through-out North America and have taken assignments in Taiwan, China and Qatar.

I enjoy playing golf in the summer and winter forest walks in the winter. If you see me at the Sandbox, ask me about my favourite country I've travelled to!

Gerry Price

CEO & President

Partner of BDO Canada in Barrie specializing in accounting, assurance and tax for individuals and companies.

Spending quality time with my family and friends, golf, skiing, hockey, long suffering Leafs fan, spending time at the cottage.

Pat Jackson


A seasoned and creative leader with a unique combination of senior finance and operations experience, Jeff’s brings a strategic, forward-looking perspective to mid-market enterprises. His energy and passion are channeled through a collaborative, yet persuasive management style.

Jeff is distinguished by an exceptional work ethic, high integrity and good humor, as well as executing with a sense of purpose and rhythm of urgency. He is known for inspiring employees, building trust, developing/implementing growth and improvement strategies, creating stakeholder value and delivering exceptional results.

Jeff Bond

Regional Director and Fractional CFO

Patricia brings over 35 years of corporate and entrepreneurial experience to business mentorship. She understands your drive to shape a future with meaningful work that creates an impact on the world and fulfills dreams. She takes a strategic and solutions-based mentoring approach to counter new entrepreneurs’ inexperience or stalled growth.

When not coaching or being a master strategist, she is a defender of small children and smaller animals, particularly chipmunks or squirrels (now that her dogs and cat have passed on). When not volunteering (especially for businesses, cancer awareness or our community), she is addicted to puzzles (and possibly Netflix)…

Patricia Dent

CEO & Founder

With more than 25 years as a professional in the charitable sector, Jeanette’s unique skill set empowers organizations to reach beyond their current situation to further their impact! As a coach committed to developing teams, setting the plans that will change the landscape of your charity, she will partner with you to build your success.

Spending time sailing with Tom on SunDance II, finding the perfect sunset on a beach, or digging and planting gardens and creating peaceful places, are the hobbies that help Jeanette unwind!

Jeanette Heywood


Highly skilled and experienced incident and crisis management leader, specializing in critical outages, investigations and service restoration with rapid and targeted communications to Executive, Business and Technical Stakeholders. Passionate about the power of intelligence driven incident response and mitigations.

Love to travel and explore cultures and people. Vinyl and Concert poster collector. Amateur Photographer and Professional Problem Solver.

Rob Stewart

CEO & Founder

Becky Bartley is a registered veterinary technician and certified canine massage therapist. Her love for animals and their well-being guided her to creating Trooper Pet Veterinary Nursing. She loves advocating for the overall well-being of pets using a multimodal approach to veterinary medicine and she is pushing for change in the Veterinary industry.

When she isn't performing nursing or entrepreneurial duties you will find Becky with her spunky Border Collie, "Cooper" and with friends and family socializing. She is currently training for a fitness competition so you will find her at the gym regularly. Her guilty pleasures are sushi and bad reality TV.

Becky Bartley


Having been in the benefits industry since 2007, Geneviève has built a career out of a passion for identifying risk and developing strategies for improving her clients’ organizations. Geneviève’s goal is to create a strong foundation for each client that helps ensure the sustainability and evolution of their benefit offerings over time.

Originally from Quebec, I moved to the Barrie area, at a young age with her family, to pursue her figure skating career. I hold a Bachelor of Arts degree in Psychology from Wilfrid Laurier University. I'm a busy soccer mom, happily married with 2 sons and enjoys golfing with family and friends.

Geneviève Lagace-Gore

VP Consulting

Niss Feiner, C.Tech, CHD is an ASHRAE Certified HVAC Designer, and HVAC Technology Professor who can provide innovative designs and explain the benefits of the proposed solution in a easy to digest way.

My hobbies include flying, camping, scuba diving, and collecting old engineering references.

Niss Feiner


As Botree’s director of instructional design, Jordann Bone, OCT turns concepts into action. A passionate cross-pollinator of ideas, Jordann thrives in spaces that disrupt conventional thought processes in pursuit of evolution. Jordann holds a master's degree and post graduate diploma in adult education, leadership and technology and has designed custom programs across a multitude of industries and business sectors.

Jordann is an avid learner and can often be found with a good book from her "to read" list. As the mother of two boys, she has plenty of opportunities to show off her organizational skills. Jordann volunteers with WeUnite as Communication Support.

Jordann Bone

Director Instructional Design

Following an award-winning career spanning various industries, Teena Sauve founded Botree to support organizations in reaching their inherent potential. Drawing from a rich and varied background in healthcare, product development, client relations, management, sales and marketing, Teena’s extensive experience lends a holistic approach to the expertise she provides in strategy, training and business development.

Teena is a dedicated wife, mother, and friend. She is the President of WeUnite, a charity that supports communities in times of tragedy, crisis, illness and loss. Teena shows her passion for new ideas and helping others through all aspects of her life.

Teena Sauve

Co-Founder & Sr. Advisor

Hi, I'm Daryl Woytowicz. I help local businesses get found online. Ask me about a free website audit for Sandbox Members. You’ll discover hidden reasons that could be holding you back in Google searches.

Here’s my mixed bag of hobbies: craft beer enthusiast, sourdough bread maker, intermediate guitar player, reluctant jogger, avid snowboarder, green-thumb gardener, aspiring chef, video gamer. (Am I over-sharing?)

Daryl Woytowicz

Sales Manager

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