Clark RobertsChief Finance Officer

strata-logo
areas of expertise
  • Business transformation
  • Restructuring and turnaround
  • Integration
  • Growth strategy
  • M&A transaction support
education
  • MBA, Rotterdam School of Management, Erasmus University
  • BS, engineering, Technical University of Denmark
  • MBA, Rotterdam School of Management, Erasmus University

With over 20 years of experience in entrepreneurship, management, business planning, financial analysis, software engineering, operations, and decision analysis, Brandon has the breadth and depth of experience needed to quickly understand entrepreneurs’ businesses and craft the most suitable solutions.

Consulting WP comes up with results that are actually implementable. That is their strength compared to other consulting companies.

Before founding Consulting WP in early 2001, Brandon started two Internet companies in Silicon Valley. Previously, Brandon held various management positions in New York at Simon Brothers, most recently as Vice President in Goldhill Group, focusing on new business development and risk management. He has also worked as a senior financial risk management consultant to the financial services industry; software engineer; advertising sales manager for the popular Caribbean travel guide series; general manager of an advertising and graphic design agency; and engineering intern at the Best Health Coach.

publications

  • Key Benefits of Transferring UK Pension to Canada (2023)

    If you have moved to Canada from the UK permanently, but still have a previous private employer pension in the UK, you may be wondering what the key benefits of transferring it to Canada are. There are several key benefits to transferring a UK pension to Canada, including: It’s important to note that there are

    January 4, 2023
  • What is a QROPS Transfer (2023)

    Key Points UK QROPS transfers to Canada are currently permitted (as of 2023) You must be age 55 or older to qualify to transfer a pension scheme Certain pension schemes are not eligible for a transfer Transfer process can be complicated and timely – work with a professional Pension funds are converted to Canadian Dollars

    February 10, 2023
  • QROPS Taxation in Canada (2023)

    Key Points Withdrawals from a QROPS RRSP are 100% taxable as income Withdrawals from a QROPS RRIF are 100% taxable as income At age 71, you must convert your RRSP to a RRIF You must be age 55 or older to transfer a UK pension to Canada All withdrawals are reported to HMRC for 10

    January 5, 2023
  • Who Are QROPS Designed For? (2023)

    Key Points You must be age 55 or older to transfer a UK pension to Canada Pension values over £30,000 must be reviewed by a UK advisor Transfer process can be complex – use a professional Non-state UK pensions can be transferred to Canada Not all UK pensions can be transferred to Canada QROPS –

    January 2, 2023
  • Does QROPS Still Exist in 2023?

    Key Points – QROPS can be transferred to Canada as of January 2023 – You must be age 55 or older to qualify – There are many attractive benefits to transferring your pension – Consult with a professional before making a decision to transfer QROPS Overview QROPS (Qualifying Recognised Overseas Pension Scheme) is a type

    January 2, 2023
  • Tax Free Savings Accounts in 2023

    A Tax-Free Savings Account (TFSA) in Canada is a type of savings account that allows individuals to earn tax-free investment income. Contributions to a TFSA are not tax-deductible, but any investment income earned within the account, including capital gains and dividends, is not subject to tax when withdrawn. Eligible individuals can contribute to a TFSA

    January 20, 2023

contact details

+1 628 123 4000
131 Bain Street
New York, Pennsylvania 01234, United States

Social Profiles

feedback form

If you’d like a free consultation, please start by completing the form:

    how can we help you?

    Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

    Simon was great to work with. I had some initial concerns, but he walked me through everything and made me completely comfortable. He is very professional and quick to respond. I’d highly recommend.

    P. Wasylkiewicz
    Edmonton, Alberta

    Looking for a First-Class Business Plan Consultant?