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.

Has your business grown and requires more time and attention? Are you considering selling your business and wondering how to safely invest the proceeds? At Manulife Private Wealth, we offer highly personalized and specialized wealth management expertise to help meet the unique and complex financial needs of high-net-worth individuals.

Manulife Private 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

The success of any business is directly impacted by the engagement level of its employees. Employee Engagement Diagnostics are core to our service offering - we help clients identify changes needed to create a thriving workforce that will ultimately transform the company's performance.

Thrive State Inc.

Bespoke brand strategies & marketing initiatives to suit your company, products & consumers.

Taylor Made Marketing

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.


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

Regional Investment Counsellor

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 ®

Courtney is responsible for managing the little details in our systems and processes, to ensure that our clients receive exceptional care and top-notch customer service. Our goal is to make the buying and selling experience as comfortable and enjoyable as possible and to form long-lasting relationships with our clients.

Off the clock you can find her at a barre or yoga class, dreaming about her next travel destination, playing lawn games, searching for the best chocolate chip cookie in the city, or spending time with friends and family.

Courtney McFadden

Client Care Coordinator

All things marketing and advertising! Nicole is responsible for the creative that connects our community with the Parker Coulter Realty brand. If you see our faces online or around town, there is a good chance Nicole is behind it.

In her spare time, you can find her out for a long run, enjoying time with friends and family or finding the coziest place to dig into a new book.

Nicole Coulter

Director Of Marketing

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


Jackie Faulkner - With over 15 years of leadership experience in community and mental health care, I am passionate about investing in employee mental health as the ultimate strategy for businesses to flourish. I’ve been described as an insightful and diplomatic leader with expertise in developing organizational culture, performance management, facilitation and mediation.

I'm an active nature-lover, crafting enthusiast, and 'secret' math nerd so I'd love to chat about everything from mountain biking, snowboarding and surfing to knitting, baking and excel spreadsheets! I'm also a hobby beekeeper and like to ride my vintage motorcycle.

Jackie Faulkner

President & Co-Founder

Heather Price-Jones is a client relations specialist with Botree. She is a creative communicator, focusing on digital and internal communication strategies. Heather has a background in public relations, journalism and working with not-for-profit organizations. As the face behind Botree's digital presence, Heather educates and creates connections with our audience.

Heather is a self proclaimed flower child; caring for plants, spending time in nature, and focusing on sustainable living. She is a volunteer with Big Brothers Big Sisters and loves giving back to her community. Heather is also an exhibiting mixed media artist.

Heather Price-Jones

Client Relations Specialist

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

A seasoned marketing veteran, Sybil Taylor has led teams at several award-winning private & public companies, taking start-ups to market leadership by building successful, fully integrated, consumer-focused marketing plans that drive sales, build brand reputation and create lasting customer loyalty.

Outside of her time consulting to entrepreneurs and organizations, Sybil lends her time as a marketing consultant and advisor to the Georgian College Advancement Committee and the Redwood Women's Shelter. Sybil is an avid gardener and cook, loves interior design, but most of all treasures spending time with her family on Kempenfelt Bay.

Sybil Taylor


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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