What can I do and What have I done?
I learn, network and then execute.
Personal Characteristics
Networking
Strong networking skills with all stakeholder groups allowing for business growth by managing relationships and creating new opportunities.
Self Motivation
Open to the challenge to and respond/react quickly in a rapid paced environment.
Broad scope of knowledge and experience from working in multi-organizational and global structures.
Communication
Possesses effective written and oral communication skills and demonstrates common sense and good judgment. Open and transparent with a high value placed on relationship building.
Maturity
Acts with integrity and resolves conflict respectfully, owns mistakes and acts with a high degree of accountability and possesses an inherent desire to help others succeed.
Team Player
Has strong interpersonal working relationships with colleagues and embraces opportunities to mentor and assist in problem solving while staying open to feedback. Works well in both a team and individual environment. Able to build, motivate and lead an emerging financial team with credibility to be effective across the organization.
Creative
Brings experience in creative solution development and is able to overcome roadblocks by thinking of actionable ideas and solutions. Takes professional development and learning as an opportunity to enhance company value.
Determination
Possesses strong problem-solving skills with a high level of organization and flexibility and is able to meet challenging deadlines while prioritizing multiple tasks and projects. Strong familiarity initiating and quarterbacking complex regulatory processes.
Financial Expertise
Great depth of financial expertise dealing with global and cross-industry financing structures as well as the buying and selling sides of M&A transactions. Experienced with private equity, debt and venture capital markets allowing for the optimization of the company’s capital requirements.
Industry Experience
Public Accounting - PWC
Public accounting with majority of time in the following areas:
· Real estate
· Mining
· Complex derivative accounting
Banking - BMO, BCI & Mutual Trust
· asset based lending
· letters of credit, commercial and standby L/C’s
· conventional margined operating loans
· acquisition financing
· real estate lending as noted above
Cannabis Industry
· Long form prospectus to take company public
· M&A due diligence and valuation work
· Complex derivative accounting
· Complex valuation work
· Cross border tax planning
· US Cannabis specific tax planning
· Canna tourism start-up
· Cannabis medical licence start-up
Real Estate - Morguard Corp & Diamante Development
· banking
· audit
· land development
· house builders
· condominium developers
· apartment building owners
· commercial mortgages
· land banking
Hedge Fund - Lionhart Investments
· traditional audit compliance of FSA regulated hedge funds
· valuation work in mining, technology and acquisition due diligence
· Investment analysis
· Deal structuring, ie, debt, equity, options, earn outs, and tax
· Board roles on investee companies
· Global structuring, offshore banking
· International travel
· Audit committee chair of Sri Lankan public holding company with 3,500 employees and several public companies as key holdings.
· Director / consultant for African mining interests in South Africa and Zambia
· Director safari game resort in South Africa
· Set up a Capital Pool Company (CPC) / completed a RTO
Personal Practice
· Completed in-depth tax program
· Completed trust estate practitioner program
· Obtained life licence
· Obtained medical cannabis licence from health Canada
· Experienced in corporate, personal and estate tax return preparation