About Us | ClearPath Advisory Group

ClearPath Advisory Group team of consultants

Our Story

ClearPath Advisory Group was founded in Calgary with a simple but powerful mission: to give businesses of all sizes access to the kind of strategic guidance that was once reserved for large corporations.

Over the past decade, we have grown from a small team of two consultants into a full-service advisory firm serving clients across Alberta and Western Canada. Our growth has been driven by one thing above all else: the success of our clients.

Today, our team of MBA-qualified professionals brings together expertise in strategy, finance, operations, and market intelligence to deliver comprehensive consulting solutions that create lasting value.

Founded in 2015 in Calgary, Alberta
Over 250 successful client engagements
Team of 12 senior consultants
Serving businesses across Western Canada

Our Core Values

These principles guide every engagement, every recommendation, and every relationship we build.

Integrity

We provide honest, unbiased advice that serves our clients' best interests, even when the truth is difficult to hear.

Excellence

We hold ourselves to the highest standards of analysis, communication, and delivery in everything we do.

Partnership

We see ourselves as an extension of your team, working alongside you to achieve shared goals and lasting success.

Results

We are driven by outcomes, not billable hours. Our success is measured by the tangible results our clients achieve.

Meet Our Leadership Team

Our senior consultants bring decades of combined experience across strategy, finance, operations, and business development.

RH

Robert Hayward

Managing Partner

MBA from the University of Calgary. Over 15 years of experience in strategic consulting for energy, technology, and professional services firms across Western Canada.

AC

Amanda Chen

Director of Financial Advisory

CPA, CFA with an MBA from Queen's University. Specialises in financial restructuring, capital planning, and growth-stage financial strategy for mid-market companies.

DM

David Mitchell

Head of Strategy

MBA from the Ivey Business School. Former McKinsey consultant with deep expertise in corporate strategy, market entry, and competitive positioning for Canadian enterprises.

KP

Karen Patel

Director of Operations

MBA from the University of Alberta. Expert in lean operations, process improvement, and supply chain optimisation with over 12 years of hands-on experience.

NW

Nathan Whitfield

Market Intelligence Lead

MBA from Rotman School of Management. Brings 10 years of experience in market research, competitive analysis, and data-driven strategy for diverse industries.

LB

Lisa Bergeron

Client Relations Director

MBA from HEC Montréal. Leads client engagement and ensures every project delivers exceptional value. Bilingual in English and French with 11 years of advisory experience.

Why Choose ClearPath Advisory Group

In a crowded consulting market, we stand apart through our commitment to practical, results-oriented advice that is tailored to the unique realities of Canadian businesses.

Deep understanding of the Alberta and Western Canadian business landscape
All senior consultants hold MBA qualifications from top Canadian institutions
Proven methodology refined over 10+ years and 250+ engagements
Transparent pricing with no hidden fees or surprise invoices
Dedicated project manager for every engagement
Post-engagement support to ensure recommendations are implemented successfully

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About ClearPath Advisory Group