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Bio

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Experience

  • SVG Capital Group
    • Kelowna, British Columbia, Canada
    • Associate
      • Sep 2023 - Present
      • Kelowna, British Columbia, Canada

      M&A advisory and transaction services for entrepreneurs selling or buying businesses. Enjoy helping other founders and owners transition or retire.

    • Executive In Residence
      • Jun 2019 - Present
      • Kelowna BC

      Part time mentor of start up tech companies at Okanagan's leading accelerator. Focused on social impact entrepreneurs.

    • Founder and Board Chair
      • Jan 2015 - Present
      • Kelowna

      Technology platform that helps companies do good.....better (more business value and more social impact). We drive business value but our true mission: to help as many worthy causes as we can and scale broad social impact leveraging the power of technology.

    • Executive In Residence
      • Aug 2010 - Aug 2015
      • Kelowna

      Part time mentor of start up tech companies.

    • Founder and CEO
      • Jan 1996 - Jan 2014
      • Canada

      Startups in gas marketing, real estate development, technology and private equity/VC. 2 exits and lots of learnings :)

    • Marketing Rep.
      • May 1992 - Jan 1996
      • Calgary

Education

  • 1988 - 1992
    University of Saskatchewan
    Bachelor of Commerce (B.Com.), Marketing and Finance

Suggested Services

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Industry Focus. “Financial Services”

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