With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world she has had the good fortune to learn from some of the most renowned names in her field.
Having previously worked in accounting and finance with corporate giants Coopers and Lybrand (now PwC) and Rogers Cablesystems, Monica’s initial foray into business began with her family’s manufacturing company – Balthes Farm Equipment. Growing up in a family business, Monica learned the importance of family values, vision, passion and commitment. This early imprinting ultimately led to her lifetime quest to understand best practices in business and communication skills and how to live a happy life.
Many years later, she went through the business transition process with her own parents’ company Kooljet Refrigeration Systems. This experience gave her first-hand knowledge about the complexities of family business systems and how challenging that transition can be.
With this vast toolkit to support families in business, she joined forces with BDO Business Transition Services in July 2018. Realizing she can better serve clients on her own, she soon returned to private practice, continuing her relationship with BDO as an independent consultant.
Monica’s dedication to helping individuals and businesses reach their potential inspires her to work with companies ready to transform their corporate culture. Her experience, coupled with her holistic view of relationship management, supports her clients’ commitment to clarify their objectives and create a profitable, harmonious and sustainable future.
Monica received most of her formal education in Canada, completing her undergraduate degree in Economics at the University of Western Ontario. She is a Certified Professional Co-Active Coach, a Certified Management Accountant in Ontario, Canada, and holds a Masters of Business Administration degree from the Schulich School of Business at York University. In addition, Ms. Clare holds a diploma in International Studies from the Diplomatic Academy of Vienna, Austria and studied Modern World Systems and Comparative Political Economy with California Polytechnic State University in Thailand. She is currently working to obtain her FEA (Family Enterprise Advisor) certification with the FEX (Family Enterprise Exchange). While living in Europe for 20 years, Monica also accepted invitations to instruct college and university courses.
choose your legacy...
Move beyond your script… Based on your vision for your family and business, I will design a coaching and mentoring process that will align with the goals of your organization. I will work with your key stakeholders (family and non-family members) in your pursuit to achieve a profitable, harmonious and sustainable future.