BIRCHSTONE 1:1 COACHING

Transformational Coaching for Finance Executives

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We offer coaching programs designed for senior leaders and executives, addressing the complex challenges of high-stakes leadership.

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

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Executive Coaching Focus Areas

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

✔ Executive Communication – Delivering vision with clarity and impact.

✔ Senior Influence – Building strategic alliances at the highest levels.

✔ Industry Leadership – Strengthening reputation and positioning as a go-to expert.

✔ High-Stakes Decision-Making – Navigating complexity with confidence.

✔ Sustained Performance – Staying sharp in a high-pressure environment.

✔ Leadership Presence – Enhancing EQ, reading the room, and adjusting approach.

✔ Team Development – Managing change and equipping the next generation.

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

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

The Outcome:

We’ve worked alongside top industry leaders and bring deep expertise in leadership strategy. Our coaching provides a private, strategic space to remove barriers, refine leadership approaches, and optimize success at the highest levels.

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  • “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 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 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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