Senior Investment Counsellor & Portfolio Manager

• Mar 2017 - Present

Portfolio Manager & Global Strategist

• May 2014 - Feb 2017

Developing portfolio strategy, portfolio construction, strategy implementation and new business development. Execute portfolio strategies using ETFs (Exchange Traded Funds) in order to enhance performance, minimize risk and reduce fees. Provide a full suite of financial planning and asset management services to private clients, corporate retirement plans, endowments and charitable foundations. Developing portfolio strategy, portfolio construction, strategy implementation and new business development. Execute portfolio strategies using ETFs (Exchange Traded Funds) in order to enhance performance, minimize risk and reduce fees. Provide a full suite of financial planning and asset management services to private clients, corporate retirement plans, endowments and charitable foundations.

President & Owner

• Feb 2005 - Dec 2016

Established a successful kitchenware retail company that grew to 3 store locations as well as an online store. Responsible for all aspects of the operation including marketing/branding, new store build development, buying/merchandising, hiring, training, and motivating a team of customer focused employees. Growing sales through: loyalty based email marketing; social media, sourcing unique products and services; and ongoing use of point of sale analytics to manage sales and costs. Established a successful kitchenware retail company that grew to 3 store locations as well as an online store. Responsible for all aspects of the operation including marketing/branding, new store build development, buying/merchandising, hiring, training, and motivating a team of customer focused employees. Growing sales through: loyalty based email marketing; social media, sourcing unique products and services; and ongoing use of point of sale analytics to manage sales and costs.

Private Counsel & Commercial Markets

• Mar 2002 - Feb 2005

Held positions in RBC Private Counsel and RBC Commercial Markets, both focused on providing value added client focused solutions to customers. Held positions in RBC Private Counsel and RBC Commercial Markets, both focused on providing value added client focused solutions to customers.

Financial Projects and Special Situations

• Mar 2001 - Mar 2002

Consulted various technology and telecom clients in key corporate development decisions. Assisted clients in evaluation of acquisitions, developing financial models/forecasts, and creation of business plans. Consulted various technology and telecom clients in key corporate development decisions. Assisted clients in evaluation of acquisitions, developing financial models/forecasts, and creation of business plans.

Manager Corporate Development

• Jul 1999 - Mar 2001

Worked directly with executive team to develop strategic and financial plan to offer services in 12 new markets and to evaluate multiple M&A opportunities. Developed forecast financials for successfully arranging $125 million credit agreement with Nortel Networks. Responsible for planning and marketing stages of potential private and public equity placements. Worked directly with executive team to develop strategic and financial plan to offer services in 12 new markets and to evaluate multiple M&A opportunities. Developed forecast financials for successfully arranging $125 million credit agreement with Nortel Networks. Responsible for planning and marketing stages of potential private and public equity placements.

Senior Associate, Mergers & Acquisitions – Information & Communications Group

• Mar 1997 - Jun 1999

Acted as financial advisor in divestiture and financing mandates for various companies in a broad range of industries. Notable transactions include the divestiture of 2 major Canadian Long Distance Providers: AT&T Canada and London Telecom. These transactions were successfully completed for $57 million and $76 million respectively. Acted as financial advisor in divestiture and financing mandates for various companies in a broad range of industries. Notable transactions include the divestiture of 2 major Canadian Long Distance Providers: AT&T Canada and London Telecom. These transactions were successfully completed for $57 million and $76 million respectively.