About Us

COMPANY HISTORY

David Petrie Associates began operation in 1979. Our focus has been providing strategic, business and financial planning for owner-managed business and new ventures. Clients have ranged in size form $50,000 annual sales, part time, to $70 million in annual revenues.

We also provide training, both publicly and privately. We have worked to assist clients develop skills in leadership, planning, financial management and the art of entrepreneurship.

Our clients know their business; we know the business of business. Together, we have worked for our clients' success.

REPRESENTATIVE PROJECTS

STRATEGIC PLANNING

• 3-store auto dealership
• 1-store auto dealership
• Wedding supply store
• Mini-computer dealer
• 6 industry associations
• Telemarketing/answering service

BUSINESS PLANNING

• Log home builder
• Industrial pattern maker
• Public golf course
• Structural steel erector
• Farm equipment dealer
• Computer store

FINANCIAL MANAGEMENT

• Marketing/communications firm
• Structural steel erector

NEW VENTURE

• Holistic health practitioner
• 5-store donut chain

DAVID PETRIE

David Petrie is founder of David Petrie Associates. He has led studies and projects in strategic and business planning, financial management and marketing. He has also worked as a team member in litigation support and feasibility studies in recreation and tourism.

As a volunteer, he has been Chairman of two industrial training committees (purchasing up to $3 million on workplace training annually), and has served on Branch and National Boards of the Canadian Institute of Management and the Small Business Committee of the Canadian Chamber of Commerce.

He has held CIM, P.Mgr. and F.CIM designations from CIM and is a Certified Master Practitioner of NLP.