Managing Director, Cash Flow

• Mar 2020 - Present

Director, Syndication - Western Canada

• Sep 2016 - Mar 2020

Work with mid-market companies directly or through financial sponsors and banks to provide debt structures optimal for clients across most industries in western Canada. Work with mid-market companies directly or through financial sponsors and banks to provide debt structures optimal for clients across most industries in western Canada.

Director, Corporate Finance

• Jan 2007 - Aug 2016

Support the M&A effort of the region’s equity sponsors by offering senior, sub and mezzanine debt structures to fit the unique characteristics of a transaction. Manage the resultant portfolio of fixed income assets. Support the M&A effort of the region’s equity sponsors by offering senior, sub and mezzanine debt structures to fit the unique characteristics of a transaction. Manage the resultant portfolio of fixed income assets.

Managing Director

• Feb 1997 - Dec 2006

Responsible for the overall operation of the Company, a financial institution licensed by the Central Bank of Barbados. Evaluated, structured, negotiated and monitored all fixed income investments undertaken by the Company for its portfolio. Managed a portfolio of over $1 billion with annual income in excess of over $80 million consistent with the term, credit quality and income requirements of the shareholders. Managed a currency and interest rate swap book with a notional value in excess of $800 million. Show less

Director, Corporate Bonds

• Sep 1990 - Jan 1997

Directed the creation of a $2 billion fixed income portfolio of domestic and foreign corporate bonds, asset-backed securities and agency securities. Actively managed the portfolio to specific duration targets. Managed the Company’s public and private equity portfolio. Directed the creation of a $2 billion fixed income portfolio of domestic and foreign corporate bonds, asset-backed securities and agency securities. Actively managed the portfolio to specific duration targets. Managed the Company’s public and private equity portfolio.