Experience

Northland Wealth Management

• Canada
• Investment Advice
• 1 - 100 Employee

• Co-Chief Investment Officer

  • Jan 2021 - Present

  Toronto, Ontario, Canada • Due diligence and select alternative investment funds for our clients.



Northvest Capital

• Canada
• Venture Capital and Private Equity Principals

• Chief Investment Officer

  • May 2018 - Present

  Montreal • Built highly sophisticated, tax-efficient cross-border wealth management platform including real estate, PE/VC and alternative investment funds for $300M+ Montreal family office. • Evaluated and recommended complex, unique and highly attractive private investment opportunities and alternative funds for several of Montreal’s most prominent ultra-high net worth individuals and families. • Led financial analysis and coordinated accounting and financial due diligence and deal execution… Show more • Built highly sophisticated, tax-efficient cross-border wealth management platform including real estate, PE/VC and alternative investment funds for $300M+ Montreal family office. • Evaluated and recommended complex, unique and highly attractive private investment opportunities and alternative funds for several of Montreal’s most prominent ultra-high net worth individuals and families. • Led financial analysis and coordinated accounting and financial due diligence and deal execution teams. Show less



Techstars AI

• Mentor

  • Aug 2018 - Present

  Montreal, Canada Area Techstars AI



BCA Research

• Canada
• Financial Services
• 100 - 200 Employee

• Strategist, Managing Editor, Senior Editor, Associate Editor

  • 2005 - 2016

  Montreal, Canada Area • World's leading macro strategy firm. • Responsibilities included: creating proprietary models and indicators, producing regular weekly publications and in-depth special reports, as well as delivering actionable recommendations on all asset classes in all industries and geographies. Coverage included all aspects of global financial markets and the global economy. • Co-launched GAA, which provides in-depth, high touch, interactive service to select top global clients. GAA was BCA’s… Show more • World's leading macro strategy firm. • Responsibilities included: creating proprietary models and indicators, producing regular weekly publications and in-depth special reports, as well as delivering actionable recommendations on all asset classes in all industries and geographies. Coverage included all aspects of global financial markets and the global economy. • Co-launched GAA, which provides in-depth, high touch, interactive service to select top global clients. GAA was BCA’s biggest revenue contributor during my tenure. • Co-managed a team of four both in my USIS Chief Strategist and GAA Managing Editor roles. • Built risk-adjusted investment framework for top 10 UK wealth manager, including a quarterly in-depth review of 15+ assets in terms of long-term and short-term outlook for returns, volatility and correlation. • Provided in-depth annual on-site outlook of 10+ assets and all major regions for top 50 Swiss pension plan including 3-4 hour debate with their pension consultant. • Created one-of-a-kind sector/country matrix using proprietary indicators to make investment recommendations on the 12 most important equity sectors within 7 major regions (Canada, US, EM, EMU, UK, Australia and Japan • Top BCA client wrote: “Reports like these are the reason why I subscribe to BCA!” in reference to my in-depth special report, “The Secular Decline in Return on Capital.” • Presented global growth and currency views to Special Parliamentary committee. Show less



First Associates Investments

• Special Situations Analyst

  • 2003 - 2005

  Toronto, Canada Area • First Associates Investments (now part of CI Financial) was a rapidly expanding independent brokerage specializing in emerging growth companies. Responsibilities included: building detailed models, writing in-depth reports and providing timely updates on companies in multiple industries with a particular emphasis on turnaround situations. • Earnings estimates consistently on the correct side of consensus. • Launched coverage on four companies, achieving the second-highest trading market… Show more • First Associates Investments (now part of CI Financial) was a rapidly expanding independent brokerage specializing in emerging growth companies. Responsibilities included: building detailed models, writing in-depth reports and providing timely updates on companies in multiple industries with a particular emphasis on turnaround situations. • Earnings estimates consistently on the correct side of consensus. • Launched coverage on four companies, achieving the second-highest trading market share on two of the four. Show less



Senvest International Hedge Fund

• Research Analyst

  • 2000 - 2003

  New York, New York • Senvest International is an absolute return, long-short hedge fund specializing in small cap value stocks within growth industries in Canada, the United States and select emerging markets. Operated in both public and private equity (VC) markets. Responsibilities included conducting and evaluating equity research, performing stock screens and combining top-down, macro analysis with bottom-up, catalyst-driven fundamental research. • Developed extensive network of industry contacts… Show more • Senvest International is an absolute return, long-short hedge fund specializing in small cap value stocks within growth industries in Canada, the United States and select emerging markets. Operated in both public and private equity (VC) markets. Responsibilities included conducting and evaluating equity research, performing stock screens and combining top-down, macro analysis with bottom-up, catalyst-driven fundamental research. • Developed extensive network of industry contacts, providing a competitive edge in making buy/sell recommendations. • Extensive industry coverage including technology, telecom equipment, telecoms and non-tech cyclical sectors, such as industrials, transportation, auto parts, furniture makers and basic materials. • Portfolio Manager stated in my performance review that my stock recommendations consistently outperformed their benchmarks. Show less



TD Trust

• Associate Portfolio Manager

  • 1996 - 2000

  Toronto, Canada Area • Managed discretionary investments for high net worth individuals and institutions. Responsibilities included conducting and evaluating equity research, directing cash management activities and acting as a conduit between TD Trust and Morgan Stanley in managing the Emerging Markets Fund. • Directly managed over $30M in assets and assisted in the management of more than $100M in assets. • Quickly promoted from Assistant Portfolio Manager. • Client retention in our division’s top… Show more • Managed discretionary investments for high net worth individuals and institutions. Responsibilities included conducting and evaluating equity research, directing cash management activities and acting as a conduit between TD Trust and Morgan Stanley in managing the Emerging Markets Fund. • Directly managed over $30M in assets and assisted in the management of more than $100M in assets. • Quickly promoted from Assistant Portfolio Manager. • Client retention in our division’s top quintile. • Portfolio returns consistently exceeded their respective benchmarks. Show less