Amelia Young, CFA, MBA

Principal

Amy Hallway

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 led 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 evaluating 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. She also applies these skills in the philanthropic realm as the volunteer Executive Director of Daytrippers Children's Charity, a grassroots organization that raises money to send ~25,000 underprivileged kids on educational field trips each year.

Amy lives in Toronto with her husband and two teenage daughters and can often be found jogging or connecting interesting people over good wine and poor attempts at culinary arts.

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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.

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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.

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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.

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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 unlock the upside in your business.

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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.

Upside Consulting Group Inc. | 10 Selwood Avenue | Toronto | M4E 1B2 | (416) 628-3195 | info@upsideconsulting.com

Copyright 2011, Upside Consulting Group Inc. All rights reserved.

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