Managing Partner

• Jan 2019 - Present

Vistance Capital Advisory is a full-service advisory firm that helps level the playing field for small businesses. As a CFA charterholder, having 10 years of experience in investment banking and 10 years working with small businesses in an executive capacity, this provides me with a unique vantage point to bridge the gap between small businesses and institutions offering capital, having been on both sides. As an entrepreneur, you are busy with sales, marketing, and managing operations. When you decide to raise capital, buy a business, complete an audit, go public, your day to day business interactions do not stop. Let us do the heavy lifting. At Vistance Capital, we provide the hands-on expertise to get you ready.

Financial Consultant

• Feb 2015 - Oct 2018

Northern Coast is an integrated group of companies focused on the creation of low-to-medium risk investment products that yield income to investors. In short, we structure funds for investors seeking to maximize their hard-earned savings, without ever taking on undue risk. Our flagship fund, the Northern Coast Strategic Fund, is offered to Canadian Investors, and is admissible to every type of registered and deferred plan (RRSP, TFSA, LIF, etc.). Investors own Secured Bonds that are registered with the CDS (Canadian Depository for Securities, a division of the TSX) and which are protected by a Bond Indenture that is overseen by the Computershare Trust Co. The Northern Coast Strategic Fund invests in alternative Canadian retail mortgages. The risk is spread throughout the fund, so no one investor is at risk if a mortgage falls into default. Furthermore, the bonds are secured by all the assets of the Fund. Therefore, investors benefit from fixed terms, fixed rates, and clear exits, and are never directly at risk if a mortgage falls into default. The Northern Coast Strategic Fund currently yields a fixed annual return of 8.0%, and is paid monthly. The term of the bonds is 10 years, yet investors can redeem all or part of their investment every year, starting on the second anniversary. The redemption right allows investors to stay invested for as long as they like, while still having the option to cash in if they need to. There are never any fees when acquiring Northern Coast Secured Bonds, nor are there fees when investors redeem. The Northern Coast Funds are offered under Offering Memorandum, and the Agent underwriting our offerings is Qwest Investment Fund Management Corp. (www.qwestfunds.com). Complete documentation, including the Offering Memorandum, is freely available on our website (www.northerncoast.ca).

Chief Financial Officer

• Oct 2016 - Jul 2018

Chief Financial Officer

• Sep 2015 - Feb 2016

Naturale Science International Inc. (NSII) had it's origins in 2003 when it created the foundation of the Modéle Laboratories. It's objective was to develop unique cosmetic products for the North American consumer who possessed an affordable fashion, beauty and glamour sensibility. NSII and the Modéle Laboratories believe that modern beauty is all about individuality and expressiveness. With this philosophy in mind a focussed line of products were formulated and manufactured in France with clever, sophisticated European cosmetic ingredients and production technologies...and so was born the Modéle Collagen Lip Plumper.NSII was the first to launch and market such a product, closely followed by the introduction of more specialized lip collagen formulas.A brief history of retail sales in mass market drug stores across North America morphed into an online business until the exciting creation in late 2012 of the innovative KerMax Clean, Treat and Style Hair Care formulas. www.kermax.comwww.naturalescience.com

Advisor

• Apr 2015 - Dec 2015

Managing Director

• Aug 2014 - Dec 2015

Through collective knowledge and experience, The Alta Group, founded in 1992, provides value for its clients in the global equipment leasing and finance industry – increasing revenues, controlling expenditures, and raising productivity and profitability. The Alta Group in Canada specializes in providing in preparing finance companies for securitization financing, sourcing funders, negotiating terms and executing transactions. We also provide management consulting, market entry, vendor and captive programs, and merger and acquisition advisory services for equipment and auto leasing and finance.

Director of Finance and Corporate Development

• Jan 2012 - Sep 2014

President, Ubequity Specialty Finance Corp.

• Jun 2011 - May 2012

Senior Vice President

• Jun 2009 - Dec 2011

VP Compliance

• Nov 2009 - Oct 2011

Clubb Finance provides floorplan loans to dealerships to fund their auto inventory. I am responsible for formulating our debt funding strategy and revamping the compliance procedures and guidelines. Clubb Finance provides floorplan loans to dealerships to fund their auto inventory. I am responsible for formulating our debt funding strategy and revamping the compliance procedures and guidelines.

President

• Jul 2003 - Aug 2008

Managing Partner

• Nov 2007 - Jul 2008

In response to the ABCP debacle and market disruption in August 2007, Clarity Financial Strategy was launched to provide insight into asset backed commercial paper. Clarity serviced numerous corporate clients as well as Canaccord's retail clients. In response to the ABCP debacle and market disruption in August 2007, Clarity Financial Strategy was launched to provide insight into asset backed commercial paper. Clarity serviced numerous corporate clients as well as Canaccord's retail clients.

Principal

• Jun 2005 - Sep 2007

Associate

• Jun 2001 - Jun 2005

Global Securitization Group Global Securitization Group