Our people come from a broad range of backgrounds. We seek out those whose education and experiences balance the technical and the creative, the analytical and the intuitive.
How We Think
Who We Are
Thought Leadership Publications
available for download...
Amelia Young, CFA, MBA
Principal
Click to Download
Closing the Gap: Aligning Client and Advisor Needs to Grow the Wealth Management Firm
Many studies report on how advisors market their services. Even more ask clients what they look for in an advisor. Our research examined both sides to identify the gaps.
Amy's most significant formative experience was the 60-90 minutes
of piano practicing she did each and every day for most of her childhood years. In addition to developing a modest dose of creativity, this instilled an unwavering attention to detail and a commitment to excellence. This artistic background let to the pursuit of an undergraduate degree in English and History that satisfied a deep intellectual curiousity about why events unfold the way they do. This analytical core was unleashed in the unlikely arena of capital markets where completion of the CFA designation led to progressively more senior roles in equity trading and investment research.
After several years of making investment calls based on the success
of other people’s decisions, the next logical step was to apply the learnings from observing and valuing businesses to actually making them better. This led to four years leading strategic growth initiatives at Direct Energy and completion of an MBA at Rotman. The impetus to found Upside in 2006 came from Amy’s passion for making organizations more successful by helping their leaders make better decisions.
Amy lives in north Toronto with her husband and two teenage daughters and can often be found working out or drinking wine at the Cricket Club.
Click to Download
Finding New Opportunities from Win/Loss Analysis...
Apply this rigorous analytical approach to win/loss
analysis to extract insight and capture opportunities
from the key relationship assets of your business.
Click to Download
The 5 Things You Need to Know About Your Customers...
Use this simple, practical framework to look honestly and thoroughly at what your customers want so you can sell more, with less effort and at higher margins.
Click to Download
Using Strategic Planning to Unlock Value in a Recession...
While strategic planning is always important to maximizing the value of your business, it plays a particularly critical role when the economy slows down.
Click to Download
Aligning Around the Customer...
Many organizations fail to leverage important cusomer insights because they are trapped in the marketing department. Learn how aligning functional groups with customer needs can help you realize the upside in your business.
Click to Download
How to Win Against Larger Competitors
Strategies and examples to demonstrate how focus and discipline can put small businesses on a more equal footing and create unique opportunities for them to win against larger competitors.
Please contact Amelia Young at: ayoung@upsideconsulting.com or use the contact us form and we will respond to your inquiry promptly.
We're located at 100 King Street West, Suite 5700
click image for Google Map
Upside Consulting Group Inc. | 100 King Street West, Suite 5700 | Toronto | M5X 1C7 | (416) 628-3195 | info@upsideconsulting.com
Copyright 2011, Upside Consulting Group Inc. All rights reserved.
You are viewing the text version of this site.
To view the full version please install the Adobe Flash Player and ensure your web browser has JavaScript enabled.
Need help? check the requirements page.
