How to build a sustainable business and brand

Clients across sectors and regions

Blu Advisory’s Principal, Rick Petersen, has helped clients in numerous sectors around the world to become sustainable businesses and brands:

• Cleantech (TMX Group, Mogile Technologies, Inno-3B, Aeponyx);

• Energy/Resources (Royal Dutch Shell, Enbridge, Kruger, Rio Tinto Alcan, Cliffs Natural Resources);

• Finance (National Bank of Canada, CIBC Mellon, Standard Life, ING, Power Corporation of Canada, CPA Order of Quebec);

• Healthcare (AstraZeneca, Novartis);

• Retail (Wal-Mart, The Gap);

• Food (McDonald’s, Saputo, Europe’s Best);

• Manufacturing (Gildan, Louisville Bedding);

• Lotteries (Loto-Quebec, WLA, OLG, ALC);

• Cannabis (TGOD, GCP);

• Space (Space Hero);

• Crown corporations (Via Rail);

• Charities (Fondation Dr Julien, Montreal General Hospital Foundation); and

• Many others.

Unlike specialized accounting/managment consulting services that focus on the “inside” (and are challenged by brand positioning) and marketing/advertising firms that do the opposite (and are equally challenged by GHG inventories, certifications, disclosure and good governance), we are known for bridging that crucial gap. At Blu Advisory, our goal is to create a virtuous circle based on rigorous action and credible communications.

In fact, we believe that one of the key reasons that inadequate progress has been made on such issues as climate change and diversity/equity/inclusion is just that: most advisors are walled off in service silos.

To make matters worse, it is very challenging for Corporate Directors, senior management and their advisors to keep up with the rapidly evolving ESG landscape including such examples as:

• Expansion of Fiduciary Duty;

• Shifts in Materiality due to new business drivers, stakeholder expectations, and regulations;

• Convergence of operating and disclosure standards, change from voluntary to mandatory;

• Rise of supply chain demands;

• Identification of new risks (and opportunities);

• Consequences of policies without rigorous governance; and (among others)

• Uneven public disclosure impinging on trust.

Our service offerings are tailored to your needs, from time- or subject-sensitive projects to longer-term strategic development and positioning (often using our Virtual VP package).

For Corporate Directors, senior management and their advisors, inquire about our ESG/Duty & Diligence seminars and ESG Due Diligence services for internal purposes and M&A opportunities.

While most of our strategic work is “behind the scenes” (and we have numerous case studies to share), in many cases we also “talk the walk” with innovative public communications campaigns.

A few examples follow.