Experience

Ullman Wealth Management

• Canada
• Financial Services
• 1 - 100 Employee

• President and Chief Operating Officer

  • Oct 2020 - Present

  Responsible for the development and execution of Ullman Wealth Management's strategic initiatives. In addition, oversees all of the business and legal affairs of the organization. Responsible for the development and execution of Ullman Wealth Management's strategic initiatives. In addition, oversees all of the business and legal affairs of the organization.



Davies Ward Phillips & Vineberg LLP

• Canada
• Law Practice
• 500 - 600 Employee

• Partner | Corporate, Commercial, Securities Law | M&A, IPO, JV, Complex Matters

  • 1999 - Oct 2020

  A preeminent Canadian business law firm consistently at the heart of the most complex commercial and financial matters. Offices in Toronto, Montreal and New York. Lead or significantly involved in public and private M&A transactions, activist engagements, equity and debt offerings, initial public offerings, joint ventures, other strategic transactions, and complex regulatory matters. Heavily involved in the corporate and securities law components of meaningful litigation before Canadian securities commissions, as well as courts in Ontario and Quebec and the Supreme Court of Canada. Regularly advise on commercial matters and public company compliance and other regulatory obligations. Show less

• Associate

  • 1997 - 1999

• Articling Student

  • 1995 - Dec 1996