President

• Jan 2020 - Present

VP Operations

• Feb 2017 - Jan 2020

Manage technical operations to support a team of scientists and engineers for SR&ED tax credit submissions; focus on internal/external contract, invoice, and workflow management. Manage technical operations to support a team of scientists and engineers for SR&ED tax credit submissions; focus on internal/external contract, invoice, and workflow management.

Principal

• Nov 2007 - Jan 2020

Provide consulting services for small and midsized Canadian companies; primary focus includes project management and compliance activities related to product commercialization for technology-oriented businesses, SR&ED application development, and assisting small/mid-sized businesses successfully identify and apply for government funding programs that maximize ROI. Key past engagements included work with InteraXon and Ryan LLC. Currently engaged by MNP LLP, Techcentive Services Inc., HiTech Research Consultants Ltd., and Kingsway Consulting.

Board Member and member of Audit Committee and Special Committee

• Feb 2015 - Jan 2018

Collaborate with peers to steward over $3B of assets in a public bullion holding company; role includes making fiduciary decisions regarding oversight of the effectiveness of external auditors, financial statements, the financial reporting process, and the company's internal controls. Collaborate with peers to steward over $3B of assets in a public bullion holding company; role includes making fiduciary decisions regarding oversight of the effectiveness of external auditors, financial statements, the financial reporting process, and the company's internal controls.

Lead Trustee, Chair of Corporate Governance and Nominating Committee, member of Audit Committee

• Aug 2012 - Feb 2016

As Lead Trustee, responsible for overseeing Board operation/effectiveness and leading in-camera discussions. Special Committee role included evaluating options related to hostile takeover bid with support from financial and legal advisors. As Lead Trustee, responsible for overseeing Board operation/effectiveness and leading in-camera discussions. Special Committee role included evaluating options related to hostile takeover bid with support from financial and legal advisors.

Manager, Government Grants

• Feb 2015 - Jan 2016

Responsible for developing strategy to launch and grow Ryan’s Canadian government grants practice Responsible for developing strategy to launch and grow Ryan’s Canadian government grants practice

Trustee and member of Corporate Governance Committee

• Feb 2014 - Dec 2015

Corporate Governance role involved collaborative decisions regarding Board composition and compensation, Trustee effectiveness, reviewing policies related to Unitholder and regulator communications, and assessing the effectiveness of the Board's practices in light of emerging and changing regulatory requirements. Corporate Governance role involved collaborative decisions regarding Board composition and compensation, Trustee effectiveness, reviewing policies related to Unitholder and regulator communications, and assessing the effectiveness of the Board's practices in light of emerging and changing regulatory requirements.

Vice President

• Nov 2007 - Feb 2012

- Responsible for operations, business development, and sales strategy for a consultancy focused on Scientific Research & Experimental Development (SR&ED) tax credits and government grant program applications.- Developed and presented seminars to business executives and various professional associations (including Professional Engineers Ontario) on methods to optimize SR&ED and fund corporate growth initiatives.- Drove revenue growth by nearly 300% over 3 years via a consultative sales approach.- Oversaw execution of sales, technical writing, and account management activities; responsible for the coaching and training of a technical team of 13 scientists and Professional Engineers with a focus on best practices.- Accountable for corporate strategy development, and jointly responsible for the formulation and execution of operating budgets and effective cash flow management. Aggressively improved net margins by 10% over 4 years.- Identified, configured, and optimized key virtual systems to enable corporate scalability (eg: Salesforce CRM and cloud-based document management solutions).

Sr. Manager, Operations

• Mar 2007 - Nov 2007

Responsibilities included streamlining operations and identifying and driving execution of cost savings in the Mexico geography during a 9 month assignment. Key accomplishments included: - contributing to the development and execution of a plan for ongoing cost savings and immediate $1.6M worth of cost reductions in facility consolidation, inventory reduction, scrap and equipment reduction, and resource downsizing.- streamlining lead time to manufacturing using Value Stream Mapping and Lean principles- co-developing and implementing strategy for a high performance packaging supply chain which reduced packaging total cost of ownership by more than 15%

Manager, Corporate Strategy

• Nov 2003 - Mar 2007

Responsibilities included developing strategic recommendations for the senior executive team utilizing proprietary market research, competitive analysis, and customer feedback.Key accomplishments included:- conducting a strategic analysis on potential business sectors for the company’s vertical market expansion; work resulted in a major corporate investment in consumer electronics and securing a partnership with a top-tier consumer electronics vendor.- enhancing the company’s ability to obtain critical and accurate business information on existing and potential markets, allowing the senior executive team to make more effective decisions. Utilized securities filings, analyst reports, executive market intelligence, and market research data to profile competitors, potential customers, and market environment. Developed proprietary market modeling and analysis tools used to support strategic analysis which included COGS mapping, financial ratios, market segmentation, and outsourcing characteristics.Developed a reputation as a sound business tactician and strategist with the ability to quickly assist other functional groups with ad hoc customer market, competitor and event analysis.

Test Engineering Advisor

• Mar 2003 - Nov 2003

Responsible for the project and operational management of test engineering for a site-to-site transfer of a $250M/yr flagship telecommunications customer product group.Considered to be the most complex engineering transfer project undertaken in the Toronto facility. Process included:- coordinating a team of 21 Engineers and Technicians and actively encouraging and coaching them to complete the 1 year initiative within the mandate and without impact to customer supply.- directing a significant $2M physical infrastructure change, with installations of new test equipment completed ahead of schedule.- designing a $500K heat chamber solution which saved $160K in annual facility operation costs.- acting as Celestica’s prime point of contact for test engineering with the customer as the project progressed through qualification, transfer and commissioning.

Program Manager, New Product Introductions

• Mar 2002 - Mar 2003

Acted as primary customer interface to respond to customer complaints, drive root-cause / corrective action, develop quotations, negotiate cost recovery, and transition new products to volume production.Key accomplishments included:- devising and executing strategic direction, as well as co-ordinating manufacturing readiness reviews which contributed to more than 50 new products being sent into volume production and generating an additional $80 million per quarter.- successfully managing a $50 million 23-product transfer from a US facility into Toronto with accountability for product qualification, production ramp-up and monitoring finances after a corporate mandate to consolidate manufacturing operations with no customer supply interruptions.- acting as the conduit between Celestica and the customer to mediate and resolve all contract issues including delicate negotiations surrounding cost recovery, and communicating value to the customer executive team.- coordinating multiple design (DFx) reviews between the engineering and supply chain teams, resulting in 8% cost savings over 22 products.

Desktop Products Team Leader - SUN Microsystems Customer Team

• Sep 1997 - Mar 2002

Appointed to act as the global lead test engineer and prime Celestica customer contact with full responsibility for four CPU product groups. Played the pivotal lead role overseeing the a flagship customer CPU module program from inception to volume production. Entailed developing an automated functional test system and stress chamber solution required to produce 6,000 units weekly, and designing and implementing associated process controls.Major focus included capacity planning, yield improvement, and NDF reduction initiatives, as well as preventative maintenance and sustaining processes. Acted to diagnose chronic manufacturing fails, address root cause, and drive corrective actions from a test engineering perspective.Key accomplishments included: - reduced overall product group scrap by 12% and recovered $600K after re-engineering the hard-fail process encompassing manufacturing, operational routings, metrics, training and customer cost recovery.- decreased specific product line scrap inventory by $1.4 million, achieved through test experimentation, data analysis, and implementing process improvements.