BIRCHSTONE 1:1 COACHING

Transformational Coaching for Leaders in Finance

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We partner with Directors, Managing Directors, and Executives navigating the complex realities of high-stakes leadership.

Success at the top requires more than technical excellence - it demands strategic influence and the ability to lead across teams, geographies, and functions. Our coaching helps leaders navigate these challenges, drive impact, and fully realize their leadership potential. 

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Executive Coaching Program

While every engagement is tailored, a typical program includes:

✔ 6 month Engagement – Recommended to embed new behaviors for lasting change.

✔ Bi-weekly Sessions – With flexibility to adjust based on priorities and intensity of work cycles.

✔ Goal-Focused Development Plan – Clear, measurable goals, refined throughout the engagement.

✔ Inter-Session Support – Access for real-time guidance between sessions.

✔ 360 Process – Confidential interviews with key stakeholders (optional).

✔ Leadership Assessment – We are certified in the top psychometric assessments.

✔ Curated Resources – Targeted frameworks, exercises and tools to accelerate development.

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The Focus Areas:

Based on our experience with finance executives, focus areas tend to include:

✔ Executive Communication – Delivering vision with clarity and impact.

✔ Senior Influence – Navigating power dynamics and building strategic relationships.

✔ Industry Leadership – Enhancing visibility and strengthening your reputation.

✔ High-Stakes Decision-Making – Operating decisively in ambiguity and pressure.

✔ Sustained Performance – Managing intensity without sacrificing clarity or resilience.

✔ Leadership Presence – Reading the room, elevating EQ, and adapting style.

✔ Team Development – Leading change and empowering high-performing teams.

✔ Sponsorship & Opportunity – Strengthening networks to elevate future potential.

✔ Leading innovation – Developing and integrating market-leading ideas.

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The Outcome:

We’ve worked alongside senior leaders across the finance industry and bring deep expertise in leadership strategy, organizational dynamics, and executive performance. Our coaching creates a private, strategic space to sharpen your leadership, remove barriers, and accelerate success at the highest levels.

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  • “Kristy provides exceptional guidance and support, tailored to the unique challenges of the banking industry. Her expertise and personalized approach has helped me evolve in a number of ways and I’m unquestionably better positioned in my career having worked with her.”

    —William J. O'Flaherty, MD, Investment Banking, Matrix Capital Markets Group, Inc.

  • “Kristy is a natural coach who leads with her relationship management abilities. Her judgement, interpersonal skills and understanding of the business allow her to build trust quickly and make a positive impact on culture and the development of teams.”

    — Sara Stowe, MD and COO, Corporate and Investment Banking, Scotiabank

  • Kristy’s expertise in banking culture and leadership is invaluable, however, what sets her apart is her ability to quickly develop trusted relationships with our bankers and her boundless commitment to making our firm the best place to work.”

    — Spencer Cavalier, President, Matrix Capital Markets Group, Inc.

  • “Kristy has been our coach and partner in leading our VP and Director coaching program since 2022. This has been a strategic investment in the learning, productivity, engagement, retention, and growth of our Corporate and Investment Banking teams. I would recommend Kristy’s expertise and partnership to any of my peers.“

     — David J. Skurka, Executive Vice President, Co-Head of Global Corporate & Investment Banking, National Bank

  • “Kristy is currently coaching my investment banking team at National Bank. The feedback from the participants has been overwhelmingly positive and I have already seen the positive impacts from her coaching. I would be happy to speak to anyone considering her services. Thank you, Kristy!”

    — Sean McIntyre, MD and Head of Diversified Industries, Investment Banking, National Bank Financial

  • “Kristy’s passion for ensuring that everyone in the industry has the opportunity to reach their full potential is at the core of her values. Her inspirational leadership and mentorship are the key to her coaching success. Working with Kristy is not only a joy, but transformational.”

    — Jennifer Ocampo-King, MD and Head of Securities Lending, TD Securities

HAD SOMETHING ELSE IN MIND? 

We will always tailor programs to your needs. Common requests include:

Micro-Coaching

For time-sensitive challenges. 

Ideal for professionals facing high-stakes decisions, conflict management, or other immediate leadership hurdles. 

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New Role Integration 

For leaders in transition. 

Designed for professionals 3 to 9 months into a new role who need to accelerate their effectiveness and impact.

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Promotion Preparation 

For strategic career advancement. 

Best for professionals 6 to 12 months ahead of a promotion cycle who want to position themselves for success.

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CHANGES AT THE MARGINS CAN MAKE ALL THE DIFFERENCE:

Investing in 1:1 development for your high-performing, hard-to-replace leaders isn’t just a perk—it’s a business strategy.

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Our clients’ privacy matters to us. 

Discretion is a cornerstone of our professional coaching practice. We adhere to the ICF (International Coaching Federation) Code of Ethics, ensuring that confidentiality is clearly defined and upheld in every engagement. This allows your professionals to engage openly, knowing their privacy and trust are safeguarded.

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