About Us

Our mission is to create exceptional value for our customers, partners, and shareholders.

We do this by providing services that bring exceptional value to the market, while acting in a socially responsible manner with respect to our communities and the environment.

Our process is market-driven, confidential, and leverages international prospect databases and social signals to source and engage buyers and new markets.

Founded in 2005, we service clients in Canada and the northern US from our offices in Toronto, Niagara, and Edmonton.

We’ve driven hundreds of millions of dollars of opportunities for organizations in the financial services, insurance, member services, retail, manufacturing, healthcare, not-for-profit, and hospitality sectors.

We’ve driven strategic growth through engagements including direct-to-consumer marketing, business-to-business marketing, social media marketing, acquisitions, leadership of new product-market initiatives, development/focusing of social businesses, and financial services augmentations (including card marketing) we’ve driven recurring revenue, profitability, and donations.

We’ve worked with brands including Honda, Easton, Good Samaritan, Compassion Trust, Transamerica, Chase, Home Trust, Scotiabank, BCAA, CAA, 18 Asset Management, Giant Tiger, Manulife, Cashco Financial, Marriott, Best Western, Stratford Festival, CLS, University of Vermont Health Network, and many more.

We realize our mission by partnering with our clients and suppliers.

We value relentless focus on process innovation and value creation that benefits our customers and their customers. We manage our relationships with candour and confidentiality.

We are committed to nurturing high value partnerships and client relationships that endure.

We take ownership for our outcomes. We’ve recently acquired Sellboard – a firm dedicated to maximizing the fundraising potential of not-for-profits.


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[citem title=”James Simone” id=”citem_93f7-651f” open=”true”]

James is a Strategy Consultant and Marketing specialist with broad experience in the corporate and not-for-profit sectors.

A process-driven executive with a record of creating exceptional shareholder value for businesses searching for gains in very competitive markets, James has developed and executed strategies that created sustained revenue market share leadership for brands in competitive service-driven markets.

He has launched enterprises, and consulted on the acquisition and management of many others – all through the lens of creating sustainable growth for sponsoring partners, through excellent services.

His expertise has been applied in the financial service, healthcare, consulting, personal services, and hospitality sectors, including Home Trust, University of Vermont Health System, CLS, Marriott, and CBT.  As a Strategic Consultant, James has taken early-stage leadership roles with companies in the healthcare and publishing sectors.

A lifelong supporter of the not-for-profit sector, James lead the launch of CBT – the social enterprise arm of Good Samaritan Society, and consulted-with numerous organizations on the issues and opportunities surrounding social enterprises.

He was a driving force behind Simone Group’s development of their own social enterprise, Sellboard – a comprehensive digital fundraising platform, that’s available to Canadian not for profit organizations and fundraising consultants.

James is an active board member in the not-for-profit community in Edmonton, having served with Community Options, OSP, and Jasper Place Family Service Centre (in addition to numerous boards in the GTA).

He holds an MBA from the Edinburgh Business School.



[citem title=”Ron Simone” id=”citem_c5da-dbe9″ open=”true”]

Ron is Founder and President of Stratum Five Inc, a revenue-growth solutions agency. A business line leader with extensive practice in mass and direct-to-consumer marketing channels, Ron is regarded as one of the most experienced Revenue Enhancement professionals in North America. Clients have included JP Morgan Chase, TransAmerica Life, and CAA.

Prior to founding Stratum Five, Ron was a Corporate Officer, Vice President, and member of the executive team of Canadian Tire Financial Services (CTFS), one of the most innovative and successful financial services organizations in North America.

Under his leadership, earnings from cross-sell services quadrupled. His portfolio of insurance, extended warranty, membership services, and reinsurance was independently benchmarked to be five times more profitable than any like-scaled North American credit card issuer.

Ron is a graduate of the Ivey Business School at Western University.