Experience

Prairie College

• Canada
• Higher Education
• 1 - 100 Employee

• President

  • 2010 - Present

  Bible and career training for students who want to help address the greatest needs in the world. Bible and career training for students who want to help address the greatest needs in the world.



Tower Asset Management Inc.

• Canada
• Investment Management
• 1 - 100 Employee

• CEO & Director

  • Jun 2002 - Present

  Disciplined Curiosity - aiming for enduring investment results. Disciplined Curiosity - aiming for enduring investment results.



SIM Canada

• Board Member

  • 2000 - Jan 2014



Rockwater Asset Management

• President

  • Jun 2002 - Jun 2003

  Responsible for repositioning and building a new asset management firm for publicly-listed Rockwater Capital Corp. Through acquisitions, advised and managed assets grew to $4.0 billion and revenue grew to $120 million. Responsible for repositioning and building a new asset management firm for publicly-listed Rockwater Capital Corp. Through acquisitions, advised and managed assets grew to $4.0 billion and revenue grew to $120 million.



Georgian Capital Partners Inc

• President, Director & Founder

  • Jul 1999 - Dec 2001

  Responsible for bond fund portfolio management, equity research on global financial services and portfolio investments in the financial services industry. Responsible for Georgian Capital's business development and operations. Assets grew to $4.6 billion. Responsible for bond fund portfolio management, equity research on global financial services and portfolio investments in the financial services industry. Responsible for Georgian Capital's business development and operations. Assets grew to $4.6 billion.



CIBC Capital Markets

• Capital Markets
• 700 & Above Employee

• Managing Director & Financial Services Analyst

  • Oct 1995 - Jun 1999

  Responsible for equity research on the Canadian financial services for institutional investors. Became top-ranked on Non-Bank Financial Services and among top three ranked on Banks. Responsible for equity research on the Canadian financial services for institutional investors. Became top-ranked on Non-Bank Financial Services and among top three ranked on Banks.



Gordon Capital Corp

• Partner & Financial Services Analyst

  • Oct 1991 - Sep 1995

  Responsible for equity research on the Canadian financial services for institutional investors. Responsible for equity research on the Canadian financial services for institutional investors.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Analyst

  • Oct 1989 - Aug 1991

  Responsible for equity research on the Canadian financial services for retail brokers. Responsible for equity research on the Canadian financial services for retail brokers.