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About Me
Peterson Frederick
Structured Finance Professional and Corporate Strategist+250
Projects
25+
Years
200+
Clients
Transforming Ideas into Reality
With over 25 years of experience steering $500M+ enterprises, Peterson doesn't just manage growth—he engineers it. As a bilingual structured finance professional and corporate strategist, he specializes in closing the "execution gap," transforming high-level goals into operational reality through rigorous financial and risk management.
Technical Proficiency
Résumé
How do you drive growth in a $500M+ company while navigating the complexities of modern social responsibility? You bridge the gap between strategy and execution. Peterson brings over a quarter-century of sophisticated expertise in corporate strategy and risk management to the table, helping organizations identify execution gaps that hinder performance. He also excels at executing and engineering high-value, complex debt capital markets transactions (specialising in bespoke, non-securitisation, ABS/private credit programs) — all while adhering to rigorous social responsibility and compliance mandates. Consequently, he is highly trusted by global ESG/SRI-focused institutional investors for implementing robust credit enhancements, uncompromising corporate governance frameworks and rigorous risk isolation mechanisms that safeguard capital while maximizing risk-adjusted yields.
Professional Journey
With a steadfast commitment to integrity and transparency, I partner with organisational teams to navigate complex challenges and drive sustainable growth.
Chairman & Interim Chief Executive Officer
Northern Providence Investments
June 2010 - PresentNorthern Providence Investments is an institutional field consultant engaged in the business
of acquiring, developing, and managing socially responsible investing ("SRI") assets for qualified
institutional investors. Northern Providence Investments engineers bespoke, non-securitisation structured investment
programs for global institutions—seamlessly synthesizing traditional quantitative financial analysis with proprietary,
institutional-grade ESG/SRI screening to unlock resilient, risk-adjusted yields.
SELECTED ENGAGEMENTS & TRACK RECORDS:
• SRI/ESG Strategy & Integration: Spearheaded transformation frameworks that successfully aligned complex
alternative debt solutions with rigorous corporate social responsibility and ESG compliance mandates, satisfying stringent
institutional investor requirements.
• Institutional Structuring Leadership: Formulated and executed bespoke private credit asset-backed transactions
structured intentionally as non-securitisation programs under UK/EU frameworks, delivering resilient, predictable yields tailored
for Tier-1 pension funds and insurance companies.
• Regulatory Engineering & Optimization Lead: Maintained definitive oversight for transaction parameters to
ensure exclusion from the UK Securitisation Regulation framework—systematically avoiding tranches and asymmetric risk transfer—to
eliminate costly compliance overhead while preserving top-tier asset security.
• Bespoke SPV Architecture & ABS Programmes: Architected and commercialized complex, bankruptcy-remote Special
Purpose Vehicle (SPV) frameworks utilizing limited-recourse structures, senior facility covenants, and synthetic risk isolation
strategies for high-value cash-flow assets.
President and Chief Executive Officer
Eupex Development & Acquisitions Group Inc.
February 2006 - PresentOrchestrate the overarching corporate strategy, organizational growth, and market positioning of
a premier boutique consulting firm dedicated to diagnosing complex execution gaps, accelerating enterprise value,
and engineering tailored solutions for large-cap corporate clients.
CORE EXECUTIVE MANDATE:
• C-Suite Advisory & Solution Architecture: Diagnose critical operational, structural, and financial bottlenecks for
corporate clients, formulating and delivering high-impact, boardroom-ready strategic solutions.
• Client Relationship & Engagement Governance: Command end-to-end consultant-client relationships throughout
high-stakes engagements, ensuring seamless cross-functional delivery and alignment with client board objectives.
• Business Development & Firm Growth: Spearhead the firm's business development engine and long-term organizational
strategy, successfully capturing new market share and scaling advisory capabilities.
• Corporate Governance & Stakeholder Alignment: Provide vision and leadership to institutionalize the firm’s philosophy
and mission, cultivating a high-caliber brand image that strengthens positioning among key institutional stakeholders.
• Capital Allocation & Financial Engineering: Direct financial assessments and build sophisticated valuation models
to evaluate real estate portfolios and corporate acquisition targets.
• Treasury & Operational Optimizatione: Devise and deploy strategic cash flow management objectives and operational
controls to optimize organizational liquidity and balance sheet efficiency.
• Service Delivery & Quality Assurance: Oversee the lifecycle design, marketing, and cross-border deployment of
advisory programs, maintaining an uncompromising standard of engagement quality.
• Human Capital & Intellectual Resource Management: Lead the acquisition, development, and retention of the firm’s
intellectual capital and talent pool, enforcing high-performance personnel frameworks.
SELECTED ENGAGEMENTS & TRACK RECORDS:
• C-Suite Trusted Advisor: Led high-stakes corporate strategy and capital restructuring engagements for $500M+ multinational
corporations, systematically identifying operational and financial execution gaps to unlock sustainable enterprise value.
• Practice Growth & Leadership: Championed high-performing, cross-functional consulting teams across multiple geographies,
growing regional corporate finance practice revenue through high-impact, board-level client assignments.
• Strategy Execution & Case Leadership: Managed the end-to-end delivery of complex corporate restructuring cases for
enterprise-level clients, diagnosing capital structural inefficiencies and defining multi-year performance improvement roadmaps.
President
The Black Coalition of Quebec / La Ligue des Noirs du Québec (in French)
January 2014 - March 2015Provide executive leadership and strategic direction to the oldest non-profit human
rights organization in Quebec, established in 1969 and dedicated to protecting individual liberties,
dismantling systemic racism, and advancing social justice frameworks province-wide.
CORE EXECUTIVE MANDATE:
• Systemic Advocacy & Rights Protection: Champion the institutional support framework
for members of the public navigating complex legal and social landscapes, overseeing the intake, verification,
and formal filing of discrimination claims.
• Community Engagement & Stakeholder Mobilization: Orchestrate and launch high-visibility
community initiatives, forums, and events designed to increase public awareness, drive civic engagement,
and strengthen coalitions with strategic partners.
• Corporate Governance & Board Leadership: Establish, convene, and preside over board of
directors meetings, fostering a culture of rigorous oversight, strategic alignment, and fiscal responsibility.
• Policy Architecture & Institutional Standards: Architect and implement comprehensive
organizational policies, compliance protocols, and operational strategies to ensure long-term structural
sustainability and amplify the organization's advocacy impact.
Chairman of the Board of Trustees
Eupex Real Estate Investment Trust
February 2008 - May 2009Directed corporate policy execution and institutional asset management strategy for a
private, unincorporated, open-ended retail real estate investment trust (REIT) structured to acquire, manage,
lease, and develop premium, income-producing commercial retail properties across the continental United States.
CORE EXECUTIVE MANDATE:
• Board Alignment & Policy Governance: Exercised definitive accountability for translating,
deploying, and enforcing companywide operational and financial policies mandated by the Board of Trustees
across all real estate investment trust division.
• Fiduciary & Capital Oversight: Governed internal compliance frameworks, risk management
strategies, and capital allocation protocols to safeguard institutional asset value and drive continuous
net operating income (NOI) growth.
• Portfolio Strategy & Operational Controls: Spearheaded cross-functional operational
controls to optimize asset management efficiency, leasing velocity, and development timelines across a
diversified portfolio of premium U.S. retail properties.
Branch Manager
Orkin Pest Control
April 2005 - January 2006Engineered and executed comprehensive operational turnaround strategies to restore sustainable profitability,
capture market share, and accelerate revenue growth across Quebec and Eastern Ontario for Canada's largest commercial
pest control enterprise.
CORE EXECUTIVE MANDATE:
• Turnaround Strategy & Revenue Restoration: Masterminded the comprehensive restructuring of regional business
operations, directly driving improvements across organic sales acquisition, route optimization, and service delivery metrics.
• Large-Scale Operational & Union Governance: Maintained full P&L and operational accountability for a high-volume
territory, leading and governing a workforce of over 150 unionized employees across multiple regional offices in Quebec and Eastern Ontario.
• Human Capital Revitalization: Served as the strategic catalyst for talent development; designed and deployed rigorous training,
performance incentive, and mentorship frameworks that revitalized the capabilities of account managers, service managers, and field technicians.
• Institutional Compliance & Quality Assurance: Spearheaded strict operational alignment with elite corporate standards,
successfully auditing and embedding Sarbanes-Oxley (SOX) controls and ISO compliance frameworks into daily branch workflows to mitigate
institutional risk.
Academic Background
My expeienced is backed by a strong eductional foundation from Canada's top tier universities.
Master of Business Administration, Corporate Finance Concentration
HEC Montreal
The
HEC Montreal MBA, Corporate Finance Concentration, equips future leaders with
advanced skills in complex capital structures, predictive financial modeling and strategic risk management. Students develop a sophisticated
toolkit for evaluating corporate asset allocations, engineering structured finance programs and optimizing balance sheet liquidity to drive
sustainable enterprise value.
Along with regularly being ranked an excellent,
world-class business school, HEC Montréal holds the prestigious "triple crown" of international accreditations (AACSB, AMBA, and EQUIS)—an
elite distinction shared by only 1% of business schools globally.
Specialised Graduate Diploma in Management (D.E.S.S.), Treasury-Finance Concentration
McGill University
The McGill University Graduate Diploma in Management (D.E.S.S.) with a Treasury-Finance Concentration equipped advanced professionals with the strategic frameworks required to optimize corporate liquidity and secure high-volume working capital. The curriculum delivered an elite operational toolkit focused on advanced corporate treasury operations, cash optimization models, proactive financial risk mitigation and the deployment of sophisticated cash controls to insulate enterprise cash flows.
Bachelor of Science, Major Mathematics & Statistics
Concordia University
The Concordia University Bachelor of Science (BSc.) with a Major in Mathematics & Statistics is an intense, highly demanding degree that pushes students to their analytical limits by blending abstract, upper-level mathematics with complex probability models, rigorous data analysis, and advanced computing. The curriculum forces students to master the task of uncovering hidden patterns, quantifying extreme uncertainty, and engineering precise, data-driven solutions under strict analytical pressure.
Bachelor of Science, Major Economics
Concordia University
The Concordia University Bachelor of Science (BSc.) with a Major in Economics* is a highly quantitative, math and data heavy degree. The program focuses on calculus, econometrics, statistical modeling, and data programming, preparing students for careers in finance, data analysis, and advanced economic consulting. (*Please note that Concordia University no longer offers a BSc. in Major Economics)
Undergraduate Certificate, Risk Management
McGill University
The McGill University Undergraduate Certificate in Risk Management equips students with the foundational skills to identify, assess, and mitigate corporate and financial risks. The program can be applied toward the globally recognized Canadian Risk Management (CRM) designation (which I have also obtained).
Undergraduate Certificate, Public Relations Management
McGill University
The McGill University Undergraduate Certificate in Public Relations Management equips students with essential skills in media relations, corporate communication, issues management and reputation management.
Professional Accreditations
My General Area of Study
Working Paper (Field and Inductive Study)
This upcoming paper investigates the phenomenon of “socialwashing” in the financial services sector, with a specific focus on the misrepresentation and overstatement of commitments to advancing the socioeconomic outcomes of underrepresented communities (including women, racialized groups, persons with disabilities, and LGBTQ2S+ communities). This study argues that insufficient verification mechanisms and incentive misalignment have enabled widespread symbolic compliance.
2027 (expected)Working Paper (Field and Inductive Study)
This upcoming paper postulates the decoupling of the internal employee-director relationship by UK ACSPs to true independent (conflict-free) contractor-director relationship who are entirely separate from the UK ACSP’s payroll. My research indicates that this is a critical evolution in corporate governance in the UK. Shifting the provision of corporate directorships away from a UK ACSP's internal payroll to true independent third-party directors is a powerful structural lever for enhancing corporate governance and eliminating discriminatory or exclusionary onboarding policies by UK ACSPs. In the corporate services sector, discriminatory tactics (which are widespread) are rarely explicit (see upcoming paper below). Instead, they are almost always cloaked in the deceptive (false) regulatory or other clandestine language such as “risk appetite”, “compliance de-risking” or “jurisdictional complexity”. My research indicates that when a UK ACSP bundles administrative services with internally appointed (effectively ‘nominee’) directorships, it creates a structure where discrimination can thrive.
2027 (expected)Working Paper (Field and Inductive Study)
This upcoming paper reconceptualizes discrimination and racism in the financial services sector by examining how they have evolved from overt exclusionary practices into subtle, systemically embedded mechanisms that operate under the guise of compliance, risk management, and ostensibly neutral institutional policies. While regulatory reforms and diversity, equity, and inclusion initiatives have ostensibly reduced explicit bias, this study argues that modern discrimination persists through opaque decision-making frameworks that are difficult to detect, measure, and challenge.
2027 (expected)Capabilities & Services
I provide organisations with tailored solutions to achieve extraordinary results, outperform the competition and redefine markets
Innovation Strategy, Management & Development
I help organisations by developing solutions that effectively and efficiently tackle any opportunity.
ExploreCorporate Finance & Strategy
I help organisations by designing corporate finance and strategic solutions that create exceptional value and improve performance.
ExploreRisk Management
I help organisations by designing tools to manage and mitigate financial and non-financial risks.
ExploreClient Experience
I help organisations bridge the gap between client expectation and operational reality, transforming legacy processes into agile, client-centric ecosystems that drive sustainable value.
ExploreSocial Impact & Responsibility
I help organisations by providing innovative operational strategies that advance social responsibility.
ExplorePeople, Organisation & Performance
I help organisations by developing structures, systems and workforces that sustain performance.
ExploreDiversity, Equity & Inclusion
I help organisations by implementing proven diversity and inclusion best practices that maximize performance and foster a culture of belonging and trust.
ExploreInternal Compliance
I help your organization align compliance standards with your core business objectives to drive operational efficiency. By proactively aligning your operations with industry mandates, I help you build a secure foundation for sustainable growth.
ExploreIndustries
My team and I support orgnaisations in the following sectors/industires with tailored solutions to drive growth
Primary Industries and Sectors
Education
My team and I help address the challenges faced by students, parents and educational institutions.
ExploreFinancial Services
My team and I provide clients with solutions to achieve profitability goals and higher returns for shareholders
ExploreHealthcare
My team and I help clients address the new layers of complexity within the healthcare industry.
ExploreReal Estate
My team and I help clients develop growth strategies and become more innovative.
ExploreMedia & Entertainment
My team and I help clients break through the noise and achieve a sustainable competitive edge.
ExploreTransform Your Vision Into Reality
Partner with me and my team to bring your ideas to life with innovative solutions tailored to your needs
Current and Former Clients
Driving growth and transformation for forward-thinking organizations. I am proud to have partnered with these industry leaders to solve complex challenges and deliver measurable results.
Contact
Ready to turn complex challenges into measurable growth? Let's start a conversation. I am committed to building lasting partnerships based on absolute transparency, ethical business practices, and tailored solutions that deliver measurable impact. Let us discuss how I can help your organisation navigate its next milestone.
Address
800 Rene Levesque West
Montreal, Quebec H3B 3J7
Call Me
+1 (514) 316-8493 (Canada)
+1 (702) 880-0023 (USA)