Wendy Potomski, CFA

Managing Director, Finance and Operations

Wendy Potomski is a Chartered Financial Analyst (CFA) charterholder and the founder of Brookstone Strategy Group, which works with senior management, executives and boards of organizations going through change stemming from regulatory issues, a shift in corporate strategic direction, structural changes within their industry or with organizations looking to improve both their financial and operational performance. 

Wendy brings over 25 years of senior consulting experience assisting clients identify and address current and future business and operational risks associated with increasingly complex sustainability issues, an evolving energy industry, emerging cleantech market, and a carbon constrained economy. She has successfully led cross-functional and multi-disciplinary project teams, managing occasionally competing objectives of the various stakeholders involved in a project and through targeted stakeholder engagement to build consensus. She has demonstrated her ability to manage large, complex projects and to consistently meet timelines and exceed client expectations.

Prior to establishing, Brookstone Strategy Group, Wendy worked at Reclay StewardEdge where she was responsible for developing short and long-range strategic business plans for the North American Consulting Practice that included defining specific products and services, articulating clear value propositions and identifying target markets and clients. 

As a Vice President in the PwC Climate Change and Sustainability practice, Wendy closely followed changes in the climate change, energy, and environmental sectors, in Canada and around the world since 2000. She uses this knowledge and her awareness of relevant local and international best practices to address emerging government and client issues, and to identify and address current and future business and operational risks. 

As a climate change consultant, Wendy assists multi-national organizations to compile and calculate greenhouse gas emissions inventories, from which to benchmark their operations, and to develop informed energy and carbon management strategies, including the identification of clean technologies to support environmental outcomes. Wendy understands regulatory requirements and has worked with companies to identify impacts and opportunities for their organizations. 

Wendy specializes in finance and operational effectiveness, investment analysis and capital raising, business plan and business case development and assessment, energy and carbon management program development, program development and program reviews, project and change management, and public-private partnerships.