chinookisww Strategy client experiences
Client Experiences

What Our Clients Have to Say

These are real accounts from Alberta business owners and leadership teams who have worked through an engagement with chinookisww Strategy.

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4.9/5

Average Engagement Rating

180+

Engagements Completed

94%

Return Client Rate

13+

Years in Practice

Client Reviews

Direct Feedback from Our Clients

"We had tried to start the succession conversation internally a few times and it always stalled. Having chinookisww Strategy facilitate the process gave it the structure and the confidentiality that we needed to actually get somewhere. The transition guide they produced is still the document we refer back to when decisions come up."

GH

Gordon Harwick

Owner, Harwick & Sons Construction · Calgary

January 2026

"The competitive positioning review gave us something we didn't have before — a clear, evidence-based picture of where we actually stand in our market, rather than our assumptions about it. Some of it confirmed what we suspected; some of it was genuinely surprising. The debrief was very direct, which I appreciated."

RL

Rachel Leduc

Managing Director, Leduc Advisory Group · Edmonton

February 2026

"We used chinookisww Strategy for our annual leadership retreat this past fall. Sandra was well-prepared — she had clearly thought carefully about our team's dynamics before she arrived. The two days were focused and productive in a way that our previous retreats hadn't quite managed. We came out with a short list of decisions, not just a list of topics."

TM

Theresa Moskaluk

Executive Director, Moskaluk Health Partners · Red Deer

December 2025

"What I found most useful was that Margaret didn't try to simplify the complexity in our situation — she worked through it properly. Our transition involved three family members with different roles in the business and some real differences in expectation. The process she used gave everyone a structured way to be heard, and the timeline we came out with reflected all of that."

PO

Patrick Okafor

President, Okafor Family Holdings · Calgary

January 2026

"The pricing is straightforward and there are no surprises. I've worked with consultants who bill by the hour and the engagement always ends up costing more than expected. Knowing what we were paying upfront made the whole thing easier to approve internally. And the report we received was genuinely useful — not padded out."

AK

Annika Kjeldsen

COO, Kjeldsen Industrial Services · Lethbridge

January 2026

"Daniel's competitive review was thorough without being overwhelming. He presented the findings in a way that made it easy to discuss with our board — clear, visual, and organized around questions we could actually act on. We've since made two material changes to how we position ourselves, both directly informed by his work."

NF

Natalie Fontaine

CEO, Fontaine Accounting Group · Calgary

December 2025

Case Studies

A Closer Look at Three Engagements

The following case studies describe actual engagement patterns. Names and identifying details have been changed to protect client confidentiality.

Succession Planning

Family Engineering Firm, Calgary

Challenge

A founder-owner approaching retirement had two adult children with roles in the business but no clear succession plan. The absence of a structure was creating anxiety across the leadership team and the broader workforce.

Approach

chinookisww Strategy conducted separate stakeholder interviews with all three family members, the CFO, and two department heads. The process surfaced divergent expectations about timing and governance that had not previously been articulated directly.

Outcome

A phased 36-month transition timeline, a governance structure for the ownership transfer, and a written guide covering cultural continuity measures. The founder completed the transition on schedule 14 months after the engagement closed.

5-week engagement · Completed January 2025
Competitive Positioning

Professional Services Firm, Edmonton

Challenge

A mid-sized accounting and advisory firm had been losing client acquisition momentum over two years. Leadership suspected pricing was the issue but lacked data to confirm it, or to identify alternatives.

Approach

The competitive positioning review profiled six peer firms, examined public-facing service positioning, and analyzed client perception signals available through online channels. Pricing was found to be only one factor — service breadth and client communication patterns were also relevant.

Outcome

A clear positioning report with three distinct differentiation opportunities. The firm restructured two service packages and revised its client onboarding process. New client acquisition improved measurably over the following two quarters.

4-week engagement · Completed October 2025
Strategy Retreat

Healthcare Practice Group, Red Deer

Challenge

A 14-person leadership team at a regional health and wellness organization had not held a structured strategic planning session in three years. The team had grown through acquisition and the cultural integration had not been fully addressed.

Approach

The two-day retreat agenda was co-developed with the Executive Director and dedicated specific sessions to both strategic priorities and team alignment work. Pre-retreat individual interviews informed the facilitation approach for the group sessions.

Outcome

A written 18-month strategic priority framework and an action plan with named accountabilities. A follow-up call 60 days after the retreat confirmed that seven of the ten priority actions were progressing on schedule.

2-day retreat · Completed November 2025

Phone

+1 (403) 264-8317

Mon–Fri, 8:30 AM – 5:00 PM MT

Email

[email protected]

Response within one business day

Office

707 5th Street SW, Suite 1450

Calgary, AB T2P 0Y3

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