Advisory Team

Expert guidance gives your business the tools to expand.

David Rattray

Business Advisor

Over a 35-year career, David has been clearly focused on the development and implementation of technology and process to create tangible value for clients and sustainable competitive advantage for enterprise. FineLine Solutions redesigned traditional service delivery models using technology. FineLine identified new market segments and created opportunities to deliver best-in-class services to some of the best-known brands in the world. After FineLine was sold, David began to apply the same discipline to a range of investment and consulting opportunities. David is currently engaged at the board level with a number of charitable and non-profit groups.

  • Sourcing / evaluation and deployment of technology
  • Sales planning / management and execution
  • Customer life-cycle planning / management / profitability
  • Development / execution of marketing strategy and tactics
  • C - suite negotiation / contract management

Professional History

Present

2015 - Present

Consulting to a family ownership interest to assure business continuity, management and ownership transition of a large distribution enterprise. Seed funding and consulting to a web based, data driven B to C startup that has grown to operate in more than 25 markets across Canada and the US Seed funding and consulting to a data driven startup targeting the legal, accounting and financial planning markets across Canada

FineLine Solutions

1991 - 2015

Purchased and grew FineLine Solutions from a regional provider into a best-in-class provider of data, payment and constituent management services to enterprise-class commercial and non-profit clients across North America and the UK. Exited in 2015 to a publicly traded US company.

Colliers

1987 - 1991

Major clients included Bentall Developments and Canada Life (formerly GWL Realty Advisors). Developed and implemented data-driven strategies to fully tenant large scale office developments in the Winnipeg market including 201 Portage Ave. (500,000 sq ft) and a number of GWL owned properties.

Credentials

1983:                University of Manitoba - Bachelor of Arts – Economics

1998:                President of CAM-X (call management Assoc. of Canada)