Experience

The Group Ventures

• Canada
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Advisory Board Member

  • 2018 - Present

  Working with like-minded leaders, advise venture capital firm investing in exceptional entrepreneurs. Drive strategy that creates value. Working with like-minded leaders, advise venture capital firm investing in exceptional entrepreneurs. Drive strategy that creates value.



Benecaid

• Canada
• Insurance
• 1 - 100 Employee

• President

  • 2005 - Apr 2018

  Moved quickly from investor to president of group health and benefits organization focused on providing health benefits solutions to small and medium-sized businesses in Canada. Led strategic execution of vision to rebuild organization toward rapid market growth and profitability. Rebranded and reorganized the company to foster innovation and better provide flexibility and cost savings for clients. Analyzed the competitive landscape, assessed organizational strengths and challenges, and developed the vision that drove success and unprecedented growth. Focused organizational attention toward: • raising capital from private investors to better position the company in the marketplace • creating an advisory board to assist with strategic guidance • exploiting opportunities for evolution in Canada’s competitive financial services market Show less



Third Party Administrators' Association of Canada (TPAAC)

• Insurance
• 1 - 100 Employee

• Director

  • 2010 - 2018

  Director and member of the governance committee. Director and member of the governance committee.



Newcrest Capital

• Canada
• Investment Banking

• Partner, Director

  • 1995 - 2000

  Restructured and rebranded boutique investment banking and institutional equities firm, quickly developing organization from small independent equity participant to meaningful presence in the Canadian capital market. With responsibility for institutional sales, focused attention and energy on: • developing corporate-client relationships • creating opportunities for new business development Restructured and rebranded boutique investment banking and institutional equities firm, quickly developing organization from small independent equity participant to meaningful presence in the Canadian capital market. With responsibility for institutional sales, focused attention and energy on: • developing corporate-client relationships • creating opportunities for new business development



Midland Walwyn

• Writing and Editing

• Senior Vice President and Director, Institutional Equity

  • 1987 - 1995

  Created a leading sales and research team along with leading relationship management for the largest banks, mutual funds and pension managers. Created a leading sales and research team along with leading relationship management for the largest banks, mutual funds and pension managers.



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Assistant Vice President, Canadian Equity

  • 1984 - 1987

  Responsible for all Canadian equity portfolios including pension, corporate and mutual funds. Responsible for all Canadian equity portfolios including pension, corporate and mutual funds.