About Us

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Experience you can count on...

At Ingenuity Advisory we are a dedicated and experienced practice of Business Advisers focused on delivering high-value solutions to our client’s most complex business challenges. Our singular focus is servicing our client’s needs by developing deep and meaningful relationships with them while understanding and caring for their business, as if it is our own. We are agents of positive change in the business we work with. We will challenge conventional wisdom and the status quo to keep you ahead of the curve.


We strive to be the firm that will:


  • Listen to you and not just tell you what you should do.
  • Provide you with objective perspectives < and insights.
  • Be your trusted business partner.
  • See your business as you do and work to transition it closer to your desired vision.
  • Align our work to your vision and strategy.
  • Be the breath of fresh air you are looking for as you take your business to new heights.

We look forward to working with you!


Jeff Fraser

Managing Principal & Founder

Engagements we've supported

  • BMO Capital Markets Global Trade Floors and Corporate Offices Workplace Transformation Program (Current)
  • TD Bank, Corporate Finance, Strategic Sourcing Group - Strategic Sourcing Program's Change Journey (2017)
  • BMO Financial Group, Department of Labour Conflict of Interest (Fiduciary Rule) Regulatory project (2017)
  • BMO Financial Group, BMO InvestorLine's Client Relationship Model (CRM2) Regulatory Project (2017)
  • BMO Wealth Management - BMO SmartFolio - Product launch of first Canadian Online Portfolio Management/ robo-advisory system (2016)
  • Suncor Energy - Online Presence Program (and associated projects) (2015)
  • Suncor Energy - Project POSeidon - POS & Loyalty Replacement Project (2015)
  • Suncor Energy - Documentum/ McLaren Upgrade Program (2014)
  • Suncor Energy - Microsoft Upgrade Project (2014)
  • National Basketball League of Canada - League's Strategic Plan (2013)
  • Suncor Energy - Data Centre Migration project (2013)
  • Suncor Energy - Citrix Assessment & Remediation project (2013)
  • Karry Bros. Ltd. - Business Operational Assessment & Report (2012)
  • Cruickshank Construction Group - Job Costing and the "Cruickshank Advantage" Program (2012)
  • Robertson Taylor Insurance - M&A Assessment, Merger Plan and Executive Report (2012)
  • Glencore (formerly Xstrata) - Strategic Planning for Asset Entitlement and Human Resources Leaders (2011)

Our Partnerships

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Privacy Policy

  

What information do we collect?

We collect information from you when you subscribe to our email updates or fill out a form. When subscribing to our email updates or filling out a form on our site, as appropriate, you will be asked to enter your name and e-mail address. You may, however, visit our site anonymously.


What do we use your information for?

Any of the information we collect from you may be used in one of the following ways:

  • To improve our website (We continually strive to improve our website offerings based on the information and feedback we receive from you.)
  • To improve customer service (Your information helps us to more effectively respond to your customer service requests and support needs.)
  • To send periodic emails (The email address you provide for email updates will be used to send you emails when news and events are posted to the website. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.)

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information. We use cookies to compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.


Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.


Third party links

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.


Online Privacy Policy Only

This online privacy policy applies only to information collected through our website and not to information collected offline.


Terms of Use

Please also visit our Terms of Use section establishing the use, disclaimers, and limitations of liability governing the use of our website at https://www.ingenuityadvisory.com.


Your Consent

By using our site, you consent to our privacy policy.


Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.


Contacting Us

If there are any questions regarding this privacy policy you may contact us using the information below:

Ingenuity Advisory Inc.
478 Carlton Drive
Oakville, ON, L6J 5X4
(416) 886-8450

Terms of Use

  

Terms of Use

Ingenuity Advisory reserves the right to modify these Terms of Use at any time without notice to you. Your continued use of the Site after any such changes constitutes your agreement to follow and be bound by these Terms of Use as modified.


Customer Service

Ingenuity Advisory Inc.
478 Carlton Drive
Oakville, ON, L6J 5X4
(416) 886-8450
admin@ingenuityadvisory.com


Currency

Products available for sale on this site shall be charged in Canadian currency and are subject to applicable provincial taxes.


Limitations on Liability

You agree that Ingenuity Advisory Inc. shall not be liable under any circumstances or under and theory of law for any direct, indirect, special, consequential, or incidental damages, including without limitation, damages for lost profits, failure or loss, arising out of your use of the site, the content or user content, whether or not Ingenuity Advisory Inc. has been advised of the possibility of such damages. You further agree that Ingenuity Advisory Inc. shall not be liable for any damages incurred by you arising as a result of reliance upon the content, user content or the site or any claim attributable too errors, omissions or other inaccuracies in the content or the site or interpretations thereof. In jurisdictions that do not allow the exclusion or limitation of incidental or consequential damages, Ingenuity Advisory Inc. liability in such jurisdictions shall be limited to the extent permitted by law, and the terms limiting Ingenuity Advisory Inc’s liability in this section shall in any case be interpreted to limited Ingenuity Advisory Inc.’s liability to the greatest extent permitted by law.


Limitations on Liability

You understand and agree that you are responsible for your use of the Site. You acknowledge that the operations and management of your business(es) is (are) the sole and ultimate responsibility of you, the owners and/or executive. You agree to indemnify and save harmless Ingenuity Advisory Inc., its subsidiaries, affiliated companies, joint venturers, business partners, licensors, employees, agents, and any third party information providers from and against any and all claims, causes of action, demands and liability whatsoever claimed or suffered by any person, including third parties, including any claims for bodily injury or damage to or loss of property arising out of or relating to the use of the Site and its information by you howsoever occurring and whatever the cause.


Governing Law

These Terms of Use, and their validity, construction and effect, shall be governed by and enforced in accordance with the laws of the Province of Ontario without reference to the conflicts of laws provisions therein. You specifically and irrevocably consent for any claims or disputes arising out of your use of the Site or these Terms of Use to the jurisdiction of, and venue in, the federal or provincial courts sitting in Ontario.

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