Our team.

  • Mark Sam

    Founder & Managing Director

    Mark is an Open Banking & Embedded Finance expert with 16+ years of experience at the intersection of Fintech and established FIs.

    Previously as Head of Canada at Plaid, Mark owned and scaled the Canadian P&L. Prior to Plaid, he served in senior roles at BCG/Accenture and began his career at TD.

    Father of 8 year-old daughter, 6 year-old son, combat sports enthusiast and recent owner of 2 Guinea Pigs.

  • Andreas Klotz

    Managing Director, Strategy & Operations

    10+ years of Management Consulting experience and 5+ years of Financial Services experience.

    Previously VP of Enterprise Strategy at RBC and VP Strategy & Operations for Commercial Banking at Equitable Bank.

    Former BCG Principal and Accenture Consultant.

    Father of 8 months-old and highly opinionated 3year old, whose nickname at daycare is ”Lady Boss”

  • Nadia Kadri

    Associate

    8+ years of private and public sector experience providing strategic advice on law and public policy.

    Held senior policy roles within the federal government, including at Finance Canada, Employment and Social Development Canada, Justice Canada, and Innovation, Science and Economic Development Canada.

    Has lived in Montreal, Toronto, and Ottawa and travels regularly between them, with strong (and evolving) opinions about each city.

  • Kateryna Topol

    Advisor, Research & UX Design

    Design Director and Researcher with experience working in large global organisations and brand-new startups across North America and Germany.

    Kateryna specialises in building products from scratch or improving existing tools based on informed, well-researched decisions. Notable clients and projects include RBC, Manulife, TD, AGO, UNICEF, Bell Canada, and Ikea.

    As an avid traveller, Kateryna loves to go on adventures, big or small, with her family. This May, for example, they visited five European countries.

  • Jason Gao

    Advisor, Product & Technology

    Jason is a seasoned engineering and product leader with nearly 20 years of experience across startups and enterprises.

    He led major transformation projects at TD, RBC, and National Bank during his time at IBM and Accenture, and in recent years served as CTO and CPO at SaaS startups and scale-ups ranging from $1M to $50M ARR. Jason also advises early-stage startups on product-market fit and technology strategy.

    Outside of work, he enjoys spending time with his two young kids (ages 6 and 3), introducing them to board games and Mario Kart.

  • Summer Luu

    Advisor, Social Media & Communications

    Summer is a communications and social media advisor who honed her craft as a senior leader at several B2C/B2B startups.

    She has helped organizations strengthen their brand voice, and engage audiences across digital platforms. She combines creative content development with data-driven strategy to deliver measurable results, from boosting reach and engagement to building thought leadership.

    A mother of two young children, Summer enjoys traveling the world with her family, immersing herself in local cultures and cuisines.