Clients

“Upside managed a major, cross-functional project for BMO in 2010. They quickly understood the strategic issues and were able to keep us on track despite aggressive timelines. Their objectivity and directness kept us focused and helped drive lasting consensus.” - Hugh McKee, Co-President BMO Mutual Funds “Upside has helped numerous parts of our organization develop a deeper understanding of key issues and opportunities facing our business, and successfully translated these insights into practical strategic plans.” - Maura Clark, President C&I Energy Retail Direct Energy “As an industry association, understanding member needs is the most important thing we do. Upside worked collaboratively with our volunteer committees and integrated data points from a number of sources to give us new insight into member needs that will support more effective programming and outreach efforts. They exceeded my expectations.” - Peter S. Jarvis, CFA, Executive Director and Board Member Toronto CFA Society "We retained Upside to help our team get up to speed on a new market. They used creative tactics and industry relationships to provide a review of key trends and competitors that has saved time and positioned us to make better decisions. As investors, we got particular value from the capital markets perspective they injected into the work product." - Dave Samuel, Partner Birch Hill Private Equity