Discretionary portfolio manager, and Chartered Financial Analyst. Licensed to sell life insurance and to buy and sell financial derivatives. MBA from York University.

Clients benefit from my more than 15 years’ experience on Bay Street as an investment analyst, where I worked at National Bank Financial, Macquarie Capital Markets Canada, and several boutique investment banks. I have covered small, mid, and large capitalization companies in the following sectors:

• Consumer Staples,
• Engineering & Manufacturing,
• Real Estate,
• Retail, and
• Technology (Hardware & Software).

Worked briefly for Morningstar Canada as Manager, Fund Research, overseeing and directing a group of analysts to review Canadian mutual fund companies, their products, and their managers.

Hands-on start-up experience.
• More than 3 years as COO of a private, early-stage software company:
o Responsible for daily operations as well as financial planning & analysis (forecasts and reporting).
o Managed and mentored a team of 10 people (average age ~34 years).
o Helped raise capital in two seed rounds at increasing valuations.
o Built and presented investor pitch decks.
o Wrote (and was awarded) six-figure grant application for the development of machine-learning-based tools to facilitate creation of online community from a network of individuals.