CASE STUDIES

Our clients have enjoyed success with our boutique approach and these case studies display the spectrum of our offerings.

These descriptions are factual and do not guarantee similar results in the future.

Consent for these descriptions has been provided by our clients.

 A private institution sought to completely overhaul its founding charter and committee terms of reference. Through legal research, stakeholder consultations, and presentations to the board and executive committee, a modernization proposal was developed and adopted. This supported institutional governance and compliance objectives.

A parapublic body engaged support to establish its initial ERM framework. Deliverables comprised a strategic roadmap, leadership advisory sessions, and an ERM guideline for risk governance.

 Following a call for tender, a college mandated us with the design of its first ERM framework. The scope included risk identification, evaluation, appetite formulation, and reporting, with employee training planned in the next phase.

A client faced allegations over a decades-old contract. File review and inquiries identified issues in the claims, informing counsel on property interests and taxation matters.

A private institution required a privacy policy and step-by-step tools to align with Québec’s Bill 25 on access to information and personal data protection. Deliverables included tailored training for the team.

An SME sought guidance on using proprietary resources. A conflict assessment and review of employment/IP clauses led to recommendations, including a separation protocol and written partner consent.