Welcome to HAB Strategy!

Hey there! Welcome to HAB Strategy, where we're all about blending in-depth financial expertise with a genuine understanding of what it's like to scale a rapidly expanding organization.

Our founder, Dave Berney, named the firm after his eldest child, Hailey Anne, because we also believe in keeping your business goals aligned with your true north star. We started this journey because we noticed that too many businesses were not achieving their potential due to inadequate financial support and expertise, and we wanted to change that.

Meet Our Team

Dave Berney
The Architect (CFO)

Originally from Ireland, Dave’s a CPA who's worked his way up through the ranks with some of the world's biggest companies. He’s big on making sure your business can scale smoothly and thrive in the long run. Off the clock, you’ll find him either swimming, playing hockey, running, or even hurling — it’s an Irish thing, you should definitely look it up!

Anna Li
The Adventurous Planner (Financial Controller)

With degrees from Rotman and Smith School of Business and tackling her CFA, Anna is all about planning your financial future and setting up slick dashboards. Come winter, she's out snowboarding the slopes. Come summer, she’s looking for cute dogs to walk!

Sabrina Falcon
The World Traveller (Finance Business Partner)

Fluent in business strategies and continental getaways, Sabrina holds dual master's degrees and knows her way around a long term cash strategy. Her last big trip? A train adventure across Europe. Talk about work-life balance!

Kelly Sun
Tech-Savvy Analyst (Systems Integrations Manager)

A proud Brock University grad, Kelly loves mixing the power of technology with technique of finance to uncover awesome new insights. When she's not analyzing the numbers, she's probably at the movies or scouting out the newest restaurants in town.

Ron Roque
Numbers Guru (Senior Accountant)

Ron's the go-to guy for making sense of those pesky numbers. He’s a whiz with QuickBooks Online and loves working with people from all backgrounds. Outside the office, he's either shooting hoops, hitting the beach or spending time with his wife and daughter.

Katie Yigitoz
The Growth Navigator (CMO)

Katie is passionate about all things sales, marketing and strategy. She’s focused on engaging content, empowering staff and partners alike and ensuring aligned partnerships grow year over year. Outside of work, you’ll find her producing and filming content at her podcast studio or hanging with family.

Miguel Torres Gil
Growth Finance Lead (Head of Finance)

A certified CPA, Miguel attended IESE Business School and has worked with various organizations including Rhenus Logistics and more. He’s all about strategic financial modeling, guidance and driving results with partners but is equally invested in football, movies and spending time with his wife and kids.

Nate Tracey-Stone
The Financial Strategist (Director of Accounting)

Nate is a CPA with over 10 years of experience in public accounting, specializing in small-medium size businesses across numerous industries like manufacturing, construction, and retail. Nate is focused on ensuring seamless forecasts, analysis and the financial integrity of every partner he works with. Off hours, Nate is hanging with family and fishing.

What We Do!

We’re here to help a vision become a finanical plan become a reality - from ironing out everyday details to rethinking your big picture goals. Need someone to untangle the complexities of finance? Or maybe just a fresh perspective on where your performance is best? We’ve got your back!

Connect with us!

Optimize your financial future with expert CFO services tailored to your needs. Book a call today to streamline processes, boost profitability, and gain financial peace of mind.