OpticIntel is the senior sounding board for leaders facing their most consequential decisions: technology investments, transformation, growth, and the strategic moves that define what comes next. We cut through the complexity and bring the clarity, momentum, and confidence to move forward.
OpticIntel provides senior, experienced consulting to the financial services market. The brand stands for one thing: trust and surety in our promise to add value and deliver. Every advisor has operated at the top of their field, and every engagement is built to move you forward with clarity and confidence.
Every OpticIntel advisor has run the business, not just advised on it. You work with people who have carried the decisions you're facing and delivered on them.
Founder & Principal
Thirty years leading digital transformation across Canadian insurance, data, and financial services.
Senior Consultant
Real estate, mortgaging, and municipal government specialist.
Full bio →Senior Consultant
Insurance underwriting, segmentation, insurtech, and broker enablement.
Full bio coming soonSenior Consultant
Financial services IT, modern tech stacks, and AI.
Full bio coming soonOpticIntel works with a specific kind of leader — the one who's been handed the hardest decision in the room and needs an experienced voice beside them. You may recognize yourself in one of these.
Core systems, underwriting platforms, data strategy, analytics, AI. You need someone who's actually built these systems in this industry — not a deck-wielding generalist — to pressure-test the decision before you commit.
Product direction needs sharpening, go-to-market is fuzzy, and your investors want a story they can believe. You need a strategic advisor who's lived the operator side and can help you get the narrative, the roadmap, and the readiness in order.
The thesis is there on paper. Now you need someone inside the business who understands PE pressures, can translate strategy into execution, and won't need six months to get up to speed. OpticIntel has lived inside PE-backed organizations for most of a career.
Some decisions are too big for your internal team and too nuanced for a traditional consulting engagement. You want a trusted, confidential advisor who's run the business, sold the business, and will give you the honest read.
We keep things simple. Senior people. Straight talk. Plain-language strategy you can actually act on.
Most consulting engagements fail for one of three reasons: the advisor doesn't know the industry, the advice doesn't survive contact with reality, or nobody senior enough actually shows up. OpticIntel solves all three.
You work directly with senior advisors who have run businesses in your industry, scaled them, and navigated the exact decisions you're facing. No layers, no rotating junior teams, no recycled playbooks. Just the clarity and the recommendation you actually need.
Every engagement is led by an advisor who has operated at the top of the field. You get decades of judgment in the room, not a slide deck prepared by someone else.
Deep experience across insurance, financial services, and technology. If we're advising on the space, we've operated in it.
Real understanding of the pressures, timelines, and value-creation mechanics inside PE-backed organizations. Earned, not read about.
No jargon. No shelfware. The deliverable is a decision you trust and a path you can take on Monday morning.
Every engagement is tailored. These are the areas where OpticIntel adds the most — backed by three decades of first-hand experience.
Clarity on what to invest in, what to retire, and how to sequence the work. We help you modernize without the noise — pressure-testing roadmaps, evaluating vendors, and making sure the work actually lands.
Deep expertise for insurers, brokers, MGAs, and insurtechs. From underwriting and analytics to product design, partnerships, and the operating model changes that separate leaders from laggards.
Practical strategic advice for technology companies ready to scale. Refining product direction, sharpening go-to-market, building investor-ready narratives, and preparing for the next funding stage.
Operational advisory for PE-backed portfolio companies and deal teams. Focused on the strategic levers that move enterprise value — and, when the time comes, position the business for its next chapter.
Ongoing counsel for CEOs and leadership teams navigating complexity. A confidential, experienced voice in the room — not a report on your desk — available when the decisions that matter land on your agenda.
When you need senior leadership capacity in the business itself — on an interim, fractional, or part-time basis — to lead a critical initiative, steady a transition, or bridge to a permanent hire.
An informal 30-minute call. You describe the situation; we give you an honest read on whether OpticIntel is the right fit — and if we're not, we'll often point you to someone who is. No deck, no proposal, no obligation.
Canadian insurers, brokers, MGAs, and insurtechs; PE-backed companies in financial services and technology; growth-stage tech companies preparing for their next funding round; and CEOs or boards who want a senior advisor on call. Most engagements are with organizations in North America.
Project work is scoped up front with a fixed fee or a clearly-defined range. Advisory retainers are priced monthly based on the time block you need. Fractional roles are structured as part-time engagements on typical consulting day rates. We'll walk through the options in the first call.
Every engagement is led by a senior OpticIntel advisor. When specialists are genuinely useful, we bring in the right person from our bench or trusted network. You'll always know who's doing the work.
Not for every need. Large firms are right when you need deep benches and implementation muscle. OpticIntel is right when you need senior judgment, industry fluency, and a trusted advisor for the decisions that define the next chapter. The two often work alongside each other well.
Always. Confidentiality is foundational to this kind of work. Happy to sign yours, or provide ours, before the first substantive conversation.
Every engagement starts with a conversation. Tell us about the opportunity — we'll tell you honestly whether OpticIntel is the right fit.
Greg@opticintel.com →