• Nov 2019 - Present

The Corporate Finance Branch provides analysis and advice to the on policies, projects, and initiatives that: May impact the financial or fiscal results of the Province; and May impact the direct or indirect liabilities of the Province (i.e. provincial loan guarantees) . The Corporate Finance Branch also provides financial modelling, analytical, and advisory services to ministries, Crown agencies, and other public sector bodies with respect to: Financial projects; Loan Guarantees; Borrowing; and structuring and executing financial transactions. Show less

• Oct 2016 - Nov 2019

The Ontario Financing Authority administers the Aboriginal Loan Guarantee Program on behalf of the Province of Ontario. The Aboriginal Loan Guarantee Program was designed to support Aboriginal participation in renewable green energy infrastructure in Ontario including transmission projects and wind, solar and hydroelectric generation projects.

Assistant Vice President and Chief Compliance Officer - Securitization

• Jan 2016 - Sep 2016

Responsible for Funding and Origination partnerships which supported a portfolio of approximately of $200 million. Funding relationships consisted of institutional market participants while origination relationships consisted of automotive and equipment lease finance companies; Responsible for relationship management, deal sourcing, expansion of funding base, negotiating funding terms, meeting reporting requirements, recommending approval of originator exceptions to policies, and in the case of funding instruments, ensuring compliance with securities laws in line with exempt market dealer status. Show less

Associate

• Jun 2004 - Jan 2016

One of two principals of an $80 million private equity infrastructure fund investing in small privately owned Canadian infrastructure projects. Target investment sectors were power generation and residential long term care homes. One of two principals of an $80 million private equity infrastructure fund investing in small privately owned Canadian infrastructure projects. Target investment sectors were power generation and residential long term care homes.

Manager, Credit & Operations

• Mar 2001 - Jun 2004

Evaluated opportunities and determined appropriate financing structures for privately owned and operated mid market infrastructure projects for consideration by institutional funding partners (made up of primarily Canadian life insurance companies). Evaluated opportunities and determined appropriate financing structures for privately owned and operated mid market infrastructure projects for consideration by institutional funding partners (made up of primarily Canadian life insurance companies).

Senior Business Advisor (Small Business)

• Jan 2000 - Dec 2000

Provided credit and investment solutions to small business owners. Provided credit and investment solutions to small business owners.

• 1999 - 1999

Provided investment advice, mortgages, and other credit products to consumers.

• 1998 - 1999

Verified security documention, and advanced corporate credit facilities.