Experience

Bonsai Growth Solutions

• Canada
• Financial Services
• 1 - 100 Employee

• Managing Partner & Co-Founder

  • Jan 2022 - Present

  Bonsai Growth was established with the specific goal and focus to assist Canadian companies with their financing and strategic needs. Our team has over 20 years of experience in this field, honing our craft in assisting companies with creative solutions to reach their business objectives. We offer non-dilutive financing solutions by leveraging tax credits, government initiatives and receivables that allow access to the funds faster. We can also provide and facilitate matching funds to help unlock government programs that require cash contributions.



OKR Financial CA

• Canada
• Financial Services
• 1 - 100 Employee

• Venture Partner, Director Corporate Finance

  • Jun 2017 - 2021

  OKR provides non dilutive capital to Canadian companies primarily through bridge financing against their government receivables (SR&ED, IRAP, etc.). The OKR family of funds also includes equity financing through our venture fund along with more traditional asset backed bridge financing with non government receivable related security. We love working with both entrepreneurs and angel/VC investors to help bridge the capital gap for startups and early stage companies in Canada. OKR provides non dilutive capital to Canadian companies primarily through bridge financing against their government receivables (SR&ED, IRAP, etc.). The OKR family of funds also includes equity financing through our venture fund along with more traditional asset backed bridge financing with non government receivable related security. We love working with both entrepreneurs and angel/VC investors to help bridge the capital gap for startups and early stage companies in Canada.



Pinnacle Wealth Brokers EMD

• Canada
• Financial Services
• 1 - 100 Employee

• Sr Research Analyst

  • Sep 2014 - Jul 2017

  -Liaise with issuers and legal counsel through the approval process from initial contact/proposal and executive approval to sale of their private equity offering on the Pinnacle platform including consultation on the structure, placement strategy and creation of offering documents.-Managed the due diligence process for both retail and corporate finance offerings including documents requests, DD question sets, corporate and litigation searches, financial modeling, site visits, report creation and data room management.-Assist in the management of proprietary products including a diversified Private Equity Income fund.-Completed ongoing financial reviews of offerings previously sold on the Pinnacle Platform.-Hosted conference calls for both ongoing offerings as well as new product launches for the Pinnacle representative network that raised $200mm for private equity offerings annually.



Vancity

• Canada
• Financial Services
• 700 & Above Employee

• Investment Specialist

  • Mar 2008 - Aug 2013

  - Managed assets of over $20.2 million in a range of products and investments.- Grew assets under management by $2.1 million in 2012.-Hosted seminars for both branch staff and clients on current market conditions, news, and various investment products such as ETFs and Mutual Funds.-Actively analyzed financial statements for prospective and current portfolio investments. - Managed assets of over $20.2 million in a range of products and investments.- Grew assets under management by $2.1 million in 2012.-Hosted seminars for both branch staff and clients on current market conditions, news, and various investment products such as ETFs and Mutual Funds.-Actively analyzed financial statements for prospective and current portfolio investments.



Pemberton Energy

• Investor Relations

  • Sep 2005 - Feb 2007

  -Was responsible for writing and designing sections of the company website including project developments and future project updates.-Worked directly with the board of directors to help communicate their messages with shareholders via releases and email for the TSX Venture Exchange. -Was responsible for writing and designing sections of the company website including project developments and future project updates.-Worked directly with the board of directors to help communicate their messages with shareholders via releases and email for the TSX Venture Exchange.