Headquarters:
727 Exeter Rd, London, ON N6E 1L3
Year founded:
2008
Number of employees:
100
Phone:
877 438 9763
Email:
sales@citationcanada.com
Website:
citationcanada.com
LinkedIn:
linkedin.com/company/citationcanada
Dave Lacey
Chief Executive Officer
Terra Aartsen
Chief Product and Services Officer
Mark Denham
Chief Financial Officer
Leadership
Dave Lacey is CEO of Citation Canada, leading the Canadian operations of a growing global group of companies on a mission to help businesses build safer, more compliant, and more productive workplaces. Under his leadership, the firm is expanding its national presence and investing in the people and partnerships that drive that mission forward. Lacey brings extensive executive experience – including a 17-year tenure within the Brookfield portfolio ecosystem and six years as CEO of WatServ – to an organization with significant momentum and ambition in the Canadian market. He also chairs the Ontario Regional Board of Directors for Make-A-Wish Canada.
Chief Executive Officer
Dave Lacey
Terra Aartsen is chief product and services officer at Citation Canada, where she oversees research, content, advisory, support, and consulting for more than 6,500 Canadian SMBs and 600,000 users. She brings 25 years of experience in HR and HR technology, including senior roles at McLean & Company and Info-Tech Research Group, where she worked with hundreds of organizations on leadership development, total rewards, employee engagement, and HR technology. She holds a graduate diploma in Learning and Technology from Royal Roads University and two Bachelor of Management and Organizational Studies degrees from Western University, with specializations in Organizational and Human Resources, and Finance and Administration.
Chief Product and Services Officer
Terra Aartsen
Mark Denham is CFO of Citation Canada, overseeing accounting, finance, and legal, with a focus on building teams that understand the business deeply and collaborate to drive growth. He brings more than 20 years of experience as a finance and operations leader, including an extensive tenure across Brookfield Business Partners portfolio companies, as well as earlier roles at Ernst & Young and Grant Thornton.
Denham has a proven track record in organic and acquisitive growth strategies, with hands-on experience across start-up, carve-out, and restructuring environments – expertise he now channels into Citation Canada’s continued expansion across the country. He is a CPA, CA, and holds a BBA from Wilfrid Laurier University.
Chief Financial Officer
Mark Denham
Stéphane Morin
Sales Director
Stéphane Morin leads Folks’ sales organization, driving new customer acquisition across Canada. He has helped scale the company’s customer base to more than 1,500 organizations by building a consultative sales approach focused on understanding each prospect’s HR challenges before recommending a solution. Morin is passionate about helping SMBs realize the full potential of technology-enabled HR transformation.
Sales Director
Stéphane Morin
Catherine Maheux-Rochette
Marketing Director
Catherine Maheux-Rochette leads marketing strategy at Folks, building the brand’s authority in the Canadian HR technology space. She oversees content, demand generation, and communications, with a particular focus on educational marketing that helps HR leaders navigate the evolving world of HCM technology. Maheux-Rochette plays a key role in positioning Folks as a trusted HR partner for Canadian SMBs.
Marketing Director
Catherine Maheux-Rochette
Jean-Simon Bolduc
Director, Major Accounts and Technical Excellence
Jimmy De Santis
Director, Customer Operations
Louis Nault
Project Director, ATS
Pam Chhabra
Manager – Residential Strata
Jean-Simon Bolduc is one of Folks’ founding team members, joining in 2015. Before joining Folks, he worked as an HR consultant, gaining firsthand insight into the operational challenges HR teams face every day. He leads major account relationships and technical excellence, ensuring that Folks’ most strategic customers receive a high level of support and partnership. Bolduc’s combination of HR consulting experience and deep institutional knowledge of the platform makes him a critical bridge between product development and real-world HR needs.
Director, Major Accounts and Technical Excellence
Jean-Simon Bolduc
Jimmy De Santis leads customer operations at Folks, overseeing the support, onboarding, and success teams that maintain the company’s 98 percent customer satisfaction rate. He is responsible for ensuring that every customer, from implementation through day-to-day use, experiences the full value of the Folks platform. De Santis’s team is central to Folks’ approach of delivering technology that organizations find practical and easy to use.
Director, Customer Operations
Jimmy De Santis
Louis Nault brings deep expertise in AI-powered recruitment technology to Folks, having been a key executive at Glow Talents prior to its acquisition in 2024. At Glow Talents – a Montreal-based ATS recognized for its innovative approach to candidate sourcing, screening, and selection – he played a central role in building what would become Folks ATS. Today, Nault leads ATS product direction at Folks, driving the integration of AI-driven recruiting capabilities into the Folks ecosystem and ensuring Canadian SMBs have access to a seamless recruitment experience.
Project Director, ATS
Louis Nault
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
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Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
“If we focus on our talent, then we know our clients will feel the RPS difference and choose us as their first call every time”
Adam Mazan,
Risk Placement Services
“Our associates are our number one audience for engagement and support”
Adam Mazan,
Risk Placement Services
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
Citation Canada’s origin story stems from a straightforward observation: Canadian small and medium-sized businesses were being asked to navigate increasingly complex employment and health and safety legislation without the resources to do it properly. Founded in London, Ontario, in 2008 as HRdownloads, the company set out to make practical, high-quality HR content accessible to businesses that could not afford a full HR department.
What began as a content library quickly evolved. Over time, HRdownloads became a full technology platform and then a suite of advisory and consulting services, reflecting the growing needs of Canadian employers. In 2023, the company joined the Citation Group, a global organization supporting 100,000 businesses across the UK, Australia, New Zealand, and Canada. In 2024, the business rebranded as Citation Canada, a name that reflects both its Canadian roots and its connection to a wider global network.
Today, Citation Canada provides HR and health and safety software through its Atlas Canada platform, supported by expert content, live advisory services, and hands-on consulting. The goal remains simple: help Canadian businesses manage their people and workplaces with confidence.
Built specifically for the Canadian landscape, the company accounts for provincial differences in how employers hire, manage, and part ways with employees. Recognizing how high the stakes are when organizations get compliance wrong, the team has spent nearly two decades building deep expertise and packaging it so smaller organizations can put it into practice.
Product overview
Atlas Canada is Citation Canada’s unified platform for HR, health and safety, and scheduling, purpose-built for Canadian employers. Accessible anytime, anywhere, Atlas Canada brings together the software, content, and expert support businesses need to manage their people and stay compliant, all in one place. Whether a business is looking to streamline day-to-day HR tasks, meet health and safety obligations, or simplify workforce scheduling, Atlas Canada delivers an integrated solution that saves time, reduces risk, and eliminates the complexity of juggling multiple systems or providers. Scheduling is available as an optional add-on to any HR or health and safety membership, making it easy for businesses to expand their capabilities as their needs grow.
Key features and capabilities
HR management
Atlas Canada gives businesses everything they need to manage the employee lifecycle from hire to retirement. Members get access to a comprehensive library of customizable HR policies, templates, and documents that are continually updated to reflect current Canadian legislation. E-learning modules make it easy to train staff on essential HR topics, while time tracking and attendance management tools keep workforce data accurate and accessible.
Health and safety
Citation Canada’s health and safety tools help employers build safer workplaces and meet their compliance obligations with confidence. Members can access hazard assessment tools, a full library of health and safety documents and training, and e-learning courses covering topics like WHMIS, workplace violence and harassment prevention, fire safety, and more. All content is tailored to Canadian standards and updated regularly to reflect legislative changes.
Scheduling
Available as an add-on, Atlas Canada’s scheduling module enables managers to build and share employee schedules, manage time-off requests, track clock-in and clock-out, and generate timesheets, all on a single platform. Automated notifications keep employees informed in real time, reducing miscommunication and last-minute scrambles.
Expert advisory and consulting
Members have direct, one-on-one access to certified HR and health and safety advisors who provide tailored guidance on real workplace situations. For businesses that need deeper support, Citation Canada’s consulting services provide hands-on assistance with more complex HR and safety challenges.
Integrations
Atlas Canada is designed to fit seamlessly into the way Canadian businesses already operate. A single login gives members unified access to HR, health and safety, and scheduling tools, eliminating the need to manage separate platforms or switch between systems.
For businesses using the scheduling add-on, Atlas Canada integrates with leading Canadian payroll providers to streamline timesheet exports and reduce manual data entry. Supported integrations include ADP Workforce Now, Ceridian Dayforce Powerpay, QuickBooks, Nethris, Payworks, Sage 50, Acomba, and more, making it straightforward to connect scheduling and time tracking data directly to payroll.
Getting started with Citation Canada is straightforward. As soon as a membership is purchased, members gain immediate access to the Atlas Canada platform, with no waiting period and no lengthy setup required.
From there, every new member is supported through a fully guided implementation process, included at no additional cost. Citation Canada’s onboarding team works with each business to configure the platform to its specific needs, ensuring they get meaningful value from their membership from day one.
Once up and running, members access their HR and health and safety tools, content library, and expert advisors through a single login. The platform is available on any device, so managers and employees can stay connected and compliant whether they’re in the office or in the field. As a business grows, the scheduling add-on and consulting services are available to expand capabilities without ever having to switch platforms.
How our product works
After-sales and customer services
Citation Canada is committed to supporting its members well beyond the point of purchase. Every member is assigned a dedicated account manager who serves as their primary point of contact, helping them get ongoing value from their membership and connecting them with the right resources as their needs evolve. Technical support is available to all members, ensuring platform issues are resolved quickly.
Members with the HR Expert package also benefit from the HR advice guarantee. When a member follows the recommendations provided by Citation Canada’s HR advisors, that advice is guaranteed for the duration of their agreement. If an employment standards claim arises 30 days or more after the agreement start date, the guarantee helps cover legal defence costs related to employment standards investigations and tribunals across all Canadian jurisdictions, up to $125,000 per matter and $500,000 annually. It is a meaningful demonstration of Citation Canada’s confidence in the quality of its guidance and its commitment to standing behind members when it matters most.
Underlying all of this is a dedicated team of Canadian compliance experts who continually monitor changes to federal and provincial legislation, ensuring that platform content, templates, and advisor guidance always reflect the current regulatory environment. Members stay current without having to track it themselves.
Contact us for a demo
sales@citationcanada.com
That focus has produced results. Launched in 2008 as HRdownloads, Citation Canada became one of the first companies to make bilingual, jurisdiction-specific HR content widely accessible to Canadian SMBs. Today, more than 6,500 member businesses and 600,000 platform users have chosen the platform, signalling the trust the market has placed in its model.
Joining the Citation Group in 2023 opened access to global resources and shared expertise while preserving a distinctly Canadian focus. Most recently, the rollout of the next generation of Atlas Canada as a unified platform brought HR, health and safety, and scheduling together under a single login for the first time.
Citation Canada’s primary customers are Canadian SMBs that want to do right by their employees but lack the internal capacity to keep pace with constant change. Canadian employment and health and safety legislation is complex, frequently updated, and varies by province, creating a real compliance burden, especially for organizations operating across multiple jurisdictions.
At the same time, these businesses are under pressure to do more with less. They need tools and support that save time and reduce risk without adding headcount or operational overhead. Citation Canada is designed to fill that gap.
Atlas Canada tackles the fragmentation many employers face. Instead of relying on separate tools for training, shared drives for policy documents, spreadsheets for tracking compliance, and ad hoc efforts to get expert advice, members can access everything in one place. Content is written, reviewed, and continually updated by in-house compliance experts, so when legislation changes, members don’t have to catch it and fix everything themselves.
Looking ahead, Citation Canada is deepening its capabilities in Canada, broadening access to its solutions, and continuing to invest in both product innovation and consulting expertise to better support Canadian employers.