Member Board Of Directors

• Nov 2021 - Present

STEM Fellowship is a Canadian registered charity that uses mentorship and experiential learning to equip the next generation of change-makers with indispensable skills in data science and scholarly writing. The organization began activity in February 2015 and expanded to high schools/universities across Canada. Currently, there are 25 university branches in over 8 provinces and we’re still growingThey have a new philosophy for student-driven experiential learning in STEM and provide our fellows with tools that will help them in current STEM research and education ecosystem. It is a virtual meeting place for advanced STEM learning. A place where students can collaborate to develop their ideas and discuss them with world-class experts. An opportunity for peer-review and scholarly publications of high school and university research. https://stemfellowship.org/

Board Member

• Nov 2021 - Present

STEM Fellowship is a Canadian registered charity that uses mentorship and experiential learning to equip the next generation of change-makers with indispensable skills in data science and scholarly writing. The organization began activity in February 2015 and expanded to high schools/universities across Canada. Currently, there are 25 university branches in over 8 provinces and we’re still growingThey have a new philosophy for student-driven experiential learning in STEM and provide our fellows with tools that will help them in current STEM research and education ecosystem. It is a virtual meeting place for advanced STEM learning. A place where students can collaborate to develop their ideas and discuss them with world-class experts. An opportunity for peer-review and scholarly publications of high school and university research. https://stemfellowship.org/

Chairman Investment Advisory Committee

• 2014 - Present

I sat on the main Trustee board, the Investment board and the Pension committee. I am continuing as the chair of the IAC (Investment Advisory Committee). The Committee and the Trustee Board oversees all capital and property for the Presbyterian Church in Canada (PCC). The PCC has over 840 churches national and capital assets that exceed over $1 billion. I sat on the main Trustee board, the Investment board and the Pension committee. I am continuing as the chair of the IAC (Investment Advisory Committee). The Committee and the Trustee Board oversees all capital and property for the Presbyterian Church in Canada (PCC). The PCC has over 840 churches national and capital assets that exceed over $1 billion.

Chair

• Jun 2019 - Jul 2020

In my role as Chair of Peer Advisory Boards of CEOs for The Executive Committee (TEC-Canada), I develop my group into a collaborative, "got-your-back" team of advisors and leaders who help each other grow their businesses. I provide one-to-one coaching to guide members to better decision-making through issue processing. through performance improvement initiatives and coaching leadership teams to my role as a T.E.C. (The Executive Committee) Canada Chair.TEC Canada is the oldest and most successful Executive Peer Advisory Board organization. We accelerate the growth and development of Canadian business leaders through membership in private, agenda free, peer advisory boards comprised of 12 - 16 members from non-competing industries. Work on your most difficult business challenges leveraging the knowledge of your group to help you make better decisions, to support you and to hold you accountable for accomplishing your goals.

Executive Board Member

• May 2012 - Jan 2020

In my role as Board member for the Institute of Corporate Directors, I organized a series of events at for 100-200 people (http://goo.gl/RH7QVA). As part of the ICD mission, we set up a series of educational sessions with topics that board directors find helpful in becoming better stewards. We also provide a network to help bring boards together who are looking for experienced directors. In my role as Board member for the Institute of Corporate Directors, I organized a series of events at for 100-200 people (http://goo.gl/RH7QVA). As part of the ICD mission, we set up a series of educational sessions with topics that board directors find helpful in becoming better stewards. We also provide a network to help bring boards together who are looking for experienced directors.

Member of Board of Directors

• May 2017 - Jan 2019

As a board member for ILAG US I am involved in the development and support of Investorland Equity Crowdfunding platform. Investorland is one platform to learn, research, explore, and invest in startups on early stages of development. Investorland is represented in multiple countries across Europe, Americas and Asia. As a board member for ILAG US I am involved in the development and support of Investorland Equity Crowdfunding platform. Investorland is one platform to learn, research, explore, and invest in startups on early stages of development. Investorland is represented in multiple countries across Europe, Americas and Asia.

Vice President - Sales

• Apr 2014 - Feb 2016

I headed up the sales group for the province of Ontario. With my background in the charitable sector, I will be assisted clients and dealers in positioning the product for clients who are interested in tax effective giving to charities.Terra Fund Management Ltd. offers a family of tax-advantaged funds, which invest in publicly traded companies. Terra's funds also incorporate innovative structures and offer top-tier portfolio management. Our 2014 Flow-Through LPs are dual class funds and have been developed to meet the needs of individual and corporate investors who seek high quality growth and tax-advantaged investments.Terra Flow-Through LP & Mutual Fund OfferingsTerra currently offers six funds sold by offering memorandum: Terra 2014 Short-Term Flow-Through LP, Terra 2014 Charitable Flow-Through LP, TerraTundra Dividend Growth Fund, TerraTundra Money Market Fund, and Terra Small Cap Growth Fund. Terra's mutual funds are corporate class and are focused on the North American and Global sectors and seek higher long-term returns.

Management Consultant

• Mar 2011 - Mar 2014

Boardroom Metrics provided professional advisors, senior interim management, assessment tools and processes to help build personal business value. Boardroom Metrics provided professional advisors, senior interim management, assessment tools and processes to help build personal business value.

President and Chairman of the Board

• Sep 2008 - Jun 2013

After 8 years as a Board member, I took on the role of President and Chair of the Board. During this time, we incorporated the charity, received a new CRA charitable number and revamped the Board. I was involved in a major strategic plan to hire a new President to significantly grow the charity from $4.0 million in revenue to $10 million in revenue by 2017. After 8 years as a Board member, I took on the role of President and Chair of the Board. During this time, we incorporated the charity, received a new CRA charitable number and revamped the Board. I was involved in a major strategic plan to hire a new President to significantly grow the charity from $4.0 million in revenue to $10 million in revenue by 2017.

Vice President Sales

• 2006 - 2007

The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a consolidated view of their client across multiple businesses and product lines.My role was to position the solution with the financial service organizations we were servicing and prospect for new clients. My background and understanding of both the solution that Ticoon provided and how the tool could provide enhanced productivity led to a number of door opening opportunities.

District and Regional Sales Management

• 1995 - 2005

Senior Investment Advisor

• Nov 1982 - Dec 1995

Ran a successful business of clients and managed a large asset base on behalf of over 150 families. Ran a successful business of clients and managed a large asset base on behalf of over 150 families.