About Kelly
About Kelly
Kelly has followed the philosophy of executing on his lifelong learning. He has, since obtaining his CA (now CPA) in 1986, continued his education in many areas including leadership training, banking, real estate financing, general tax, and estate planning. This knowledge has allowed him to make sound decisions and advise on M&A, valuation processes, go public strategies, capital structuring, operational efficiencies, growth strategies and collaborative team building.
Services, roles and accomplishments over the past 25 years
Current
Current Director/previous CFO of SLANG Worldwide, US cannabis wholesaler
President / Owner – Corporate Finance Outsource Inc. / OMBAS / Proteus Capital Corp. Capital structuring, IPO/RTO execution, valuation work, risk management, creative problem solving, offshore knowledge, hedge fund operations, due diligence, insurance strategies, Focus on corporate tax compliance, back office set up accounting and financial statement preparation, and debt financing. assistance and family office tax / business planning.
Employment benefits administration to small business owners.
Audit / accounting / valuation member of private equity family office.
Board of Directors
Director of Slang Worldwide Inc. a US focused cannabis company
Previous Directorships
Ferrox Holdings Limited, an iron ore mining project in South Africa.
Lanka Century Holdings PLC, Sri Lankan investment holding company
I am a member of the board of directors of Medical Cannabis Canada. MCC is a non-profit organization whose core mission is to advance the rights of medical cannabis patients and to promote safe and equitable access to their treatment with the support of health care professionals.
Past CFO roles
ATX Telecom technology company selling internet infrastructure equipment in North America.
Zanchin Group auto dealerships / leasing / real estate.
Geoinformatics Exploration Ltd.
Past Other Employment
Vice President Morguard Corporation, a TSX listed real estate company
BMO/Banker – commercial lending, primarily real estate / manufacturing
Audit – PWC – traditional audit, primarily mining / real estate
Education/Professional Associations
Chartered Public Accountant – Licensed Public Accountant. Qualified in 1986
Designated trust estate practitioner (TEP)
Licenced Insurance Broker – since 2003
Completed CICA in – depth tax program
University of Ottawa, Honours degree Bachelor of Commerce 1984 graduation