Head of Corporate Development and Investor Relations

• Oct 2021 - Present

Director, Equity Research Analyst - Financial Services

• Apr 2020 - Oct 2021

Vice President, Equity Research Analyst - Financial Services

• Sep 2018 - Apr 2020

• Lead Equity Research coverage of the Canadian Financial Services sector for the firm including consumer lending, mortgages, asset management, specialty finance, and P&C insurance. • Where appropriate, liaise with Investment Banking to assist in the execution of corporate financing activity and M&A transactions within my coverage universe. • Advise institutional investors on investment strategy within the sector. • Maintain relationships with company management teams to keep current on business initiatives and corporate strategy. Show less

Equity Research Associate - Special Situations

• Feb 2015 - Sep 2018

• Covered 15 equities under the Special Situations sector classification with multi-sector exposure.• Build, maintain, and update financial models for stocks under coverage. • Build valuation models using DCF, earnings, and yield based methods. • Attend Analyst meetings with company management teams and provide summaries for the trading desk. • Write regular company research notes for the trading desk and external clients. • Communicate and discuss company research ideas with the trading desk and external clients. Show less

Senior Analyst, Global Portfolio Services

• Nov 2010 - Feb 2015

• Created research reports on stock recommendations for Portfolio Management team resulting in purchase orders for inclusion in Trimark fund portfolios. Covered industries include global grocery retail, energy, marine transport, and auto parts. • Liaising with Portfolio Managers, Traders, and Compliance Officers around the world to ensure all trades are executed in a timely and efficient manner. • Analyzing financial statements and regulatory filings for private placements and emerging market securities. • Developing, planning, and executing projects with global stakeholders to enhance security & trading data quality. • Strong comfort level with using research services such as Bloomberg and portfolio management & trading software. Show less

Assistant Controller

• Sep 2008 - Sep 2010

- Secured $2 million in financing for investment opportunities. Performed due diligence on capital investments to ensure compliance with company & regulatory policies. Assessed investment performance relative to company benchmarks. - Worked with local managers to develop models to predict favourable pricing conditions. Developed models to minimize energy & raw materials costs. Models resulted in cost savings of up to 5% for the business unit as well as improved internal efficiency. -Prepared performance reports and monthly operating & financial results presentations for local and executive management. Show less