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Credentials

  • CMC FMA CFP
    -

Experience

    • Wizard
      • Jun 1964 - Present
      • Ontario, Canada
    • Principal
      • Aug 1992 - Feb 2020

      Business Strategy Development for technology startups in Kitchener and Waterloo technology industry. I'm trying to retire but continue to be offered interesting challenges.

    • Principal Strategy Consulting
      • Jun 1991 - Aug 1992
      • Toronto

      Key assignments included process and strategy reviews for Credit Union Centrals in Ontario and Saskatchewan. The Forensic review of failed BCCI, in the Cayman Islands, was the largest bank fraud up to that point.

    • Director Communications Finance
      • Apr 1989 - Aug 1990
      • New york NY

      Director Communications Finance to structure, arrange, lead and manage syndicated loans to the Cable Brodcasting Industry.market conditions required the reduction of loan syndication activity.

  • Royal Bank Of Canada
    • Montreal Toronto San Francisco
    • Vice President Corporate Banking
      • 1980 - 1989
      • Montreal Toronto San Francisco

      Initially hired to implement Corporate Relationship Management Worldwide based on McKinsey Corporate Relationship Process. Vice President Corporate Relationship Management for large corporate banking relationships in Ontario and Western USA.

    • VIce President Corporate Banking
      • 1970 - 1980
      • Toronto, Montreal, Kitchener

      Citibank Canadian subsidiary, The Mercantile Bank of Canada. During ten years totally focussed on corporate banking including corporate branch banking, Vice President Corporate Training, Vice President Corporate Banking, Vice President International Banking.

    • Market Analyst
      • 1966 - 1970
      • Toronto

      Hired as market analyst and subsequently moved to Corporate Treasury function controlling daily money market investments and funding capital projects such as refinery construction and forward foreign currency major equipment purchases.During this period I benefitted greatly studying Finance at Yo...

  • Canadian Westinghouse
    • Hamilton Switchgear Plant
    • Production Planner
      • 1964 - 1966
      • Hamilton Switchgear Plant

      Learned how to load a shop and deal with Union staff. i.e. If you overload a process, production stops and people go home and the company loses money. Learned the importance of planning your work and working your plan. Learned the importance of maintaining supply lines. During the 60s copper supp...

Education

  • 1967 - 1969
    York University - Schulich School of Business
  • 1960 - 1964
    Richard Ivey School of Business

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