Experience

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  Deans Knight Capital Management

  • Vancouver, British Columbia, Canada

  • Analyst

    • Feb 2021 - Present
    • Vancouver, British Columbia, Canada

    At Deans Knight, we provide a unique approach to wealth management. Well recognized as opportunistic investors with a long-term focus, our team has passionately built a strong 30 year track record by leveraging our vast global network, while preserving our original investment philosophies. Paramount to our success, we deliver the highest standards of client care for institutions, individuals and families.

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  Yaletown Partners

  • Vancouver, Canada Area

  • Analyst

    • May 2019 - Jan 2021
    • Vancouver, Canada Area

    Preformed investment due diligence for prospective investments for the investment team. Developed Macro exit analysis models for historical venture backed companies in Canada. Continued research into Yaletown's thesis of the Canadian Growth Capital Gap, which included models on Canada’s emerging growth capital, velocity of capital, exit analysis across North American and Europe.Yaletown Partners is dedicated to closing the emerging-growth stage investment gap faced by technology companies in Canada. Our investments help technology companies to accelerate their growth, shorten exit timeframes and achieve strong exit premiums. We invest in emerging-growth technology companies in Canada that enhance productivity and sustainability for enterprise and industrial customers. With team members in Vancouver, Calgary, Toronto and Montreal, Yaletown Partners is managed by successful entrepreneurs and executives turned investors, collectively contributing almost 100 years of technology-industry experience.

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  ScaleUP Ventures Inc.

  • Toronto, Canada Area

  • Investment Analyst

    • Apr 2018 - Sep 2019
    • Toronto, Canada Area

    Prepared due diligence packages discussing prospective investments including returns analysis, company valuation, capitalization tables, customer references and marketplace stress test assumptions. Lead due diligence on successful investments including PennyApp. Presented internal memorandums and other relevant presentations to management, limited partners, and current portfolio companies.ScaleUP Ventures Inc. is a Canadian venture capital fund manager, based in Toronto, Ontario, which is focused on early stage venture capital with a preference for Business-to-Business opportunities. Unique to the Canadian venture capital landscape, ScaleUP Venture Fund I is composed of some of Canada's largest and most successful organizations, all committed to providing a conduit to corporate Canada for the portfolio companies.

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  Team BC

  • Athlete

    • May 2013 - Nov 2016

    Rower representing Team British Columbia at 2013 Canadian Summer Games and the National Rowing Championships.

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  InstarAGF Asset Management Inc.

  • Intern Analyst

    • May 2016 - Aug 2016

    Provided research and analytical work regarding pending investments the management was pursuing, including macro data regarding the installation of the BC Okanagan Wind Project. Made presentations to clients and investors regarding the application for major sustainability and energy innovation partnerships. Generated and managed financial models regarding the purchase of pre-existing clean-tech infrastructure projects throughout North America.Launched in 2014, InstarAGF is an independent alternative asset management firm with an emphasis on North American middle-market opportunities in the infrastructure sector and other alternative real asset categories. InstarAGF, which makes direct investments and co-investments with like-minded investors and strategic partners, is a joint venture between Instar Group Inc., a company owned by Gregory J. Smith, and AGF Management Limited, a diversified global asset management firm.

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  Queens University Rowing Team

  • Kingston, Ontario

  • Treasurer

    • Apr 2015 - Apr 2016
    • Kingston, Ontario

    Managed the finances of the Queens University rowing team, included over 80 athletes and coaches. Coordinated payments for lodging, travel, uniform orders, competition fees, and coaching payments.

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  Summer at St. Georges

  • Vancouver, Canada Area

  • Assistant Coach

    • Jun 2012 - Sep 2012
    • Vancouver, Canada Area

    Applied appropriate communication and interpersonal skills when coaching children with disabilities.

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  UBC Thunderbirds Sport Clubs

  • Assistant Coach

    • May 2011 - Sep 2011

    Coordinated and instructed effective coaching through preparing lesson plans and ensuring instructions were communicated effectively to all rowers. Maintained and repaired equipment including rowing shells, oars, coach boats, etc.