EXPERIENCE

  • Industries and Positions

 

 

"My experience on both occasions was exemplary...they kept me informed and managed my expectations appropriately. I consider them a valuable resource."
Marc Hewitt
CEO Real Estate Development
WASL Asset Management Group
Dubai, UAE

 

Experience is the Cornerstone of All That We Do.
A broad sampling of our work:

FINANCIAL SERVICES

Independent, Growth-Oriented, Investment Manager

  • Vice President, Institutional Marketing
  • Vice President, Private Counsel (3)

Major Canadian Pension Plans

  • Vice President & Head, Merchant Banking
  • Vice President & Head, Fixed Income
  • Vice President & Head, Strategic Research
  • Vice President, Internal Audit
  • Director, Asset / Liability Management

Leading Corporate Finance Advisory & Investment Banking Firm

  • President & Chief Executive Officer
  • Managing Director, Senior Debt

TSX-Listed Investment Banking Firm

  • Senior Vice President & Chief Compliance Officer

Discretionary Investment Management Firm

  • Relationship / Portfolio Manager (2)

Family Office / Private Investment Firm

  • Senior Investment Officer (CIO)
  • Investment Manager / Analyst (4)
  • Vice President, Finance

Financial Services Company

  • Vice President, Operations
  • General Counsel

 

INSURANCE

Insurance Services Provider

  • Chief Executive Officer

U.S.-Based Insurance Company

  • Senior Counsel

P&C Insurance, Risk and Technology Services Firm

  • Chief Financial Officer

 

ENERGY

Leading Municipal Electrical Utilities

  • Inaugural Board of Directors (2)
  • President & Chief Executive Officer (2)
  • President & Chief Operating Officer
  • Director, Finance & Regulatory Affairs
  • Manager, Financial Planning & Reporting

Integrated Energy Solutions Company

  • Chief Executive Officer
  • Chief Financial Officer
  • Director of Field Services
  • Director, Operations & Project Management

Direct Marketing Energy Company

  • Vice President, Sales

Global Renewable Energy Company

  • Vice President, Sales & Service (Canada and Eastern U.S.)

 

REAL ESTATE / INFRASTRUCTURE

Industry-Leading, Canadian Real Estate Corporation

  • Vice President, Human Resources & Organizational Development
  • Director, Corporate Development

Urban Waterfront Development Authority

  • Vice President, Development (2)
  • Vice President, Planning & Design
  • Vice President, Program Management
  • Director, Port Lands Development
  • Director, Sustainability

Infrastructure Projects Corporation

  • President & Chief Executive Officer (inaugural)

Architectural, Planning and Urban Design Firm

  • General Manager

Major North American Residential Land Developer

  • Senior Development Manager, Business Development

Industry-Leading Shopping Centre Operator / Developer

  • Vice President & Chief Human Resources Officer

Publicly-Traded Real Estate Company

  • Vice President, Human Resources

Publicly-Traded Construction Firm

  • Chief Financial Officer (2)

Private Real Estate Company

  • Chief Financial Officer

Engineering / Consulting Company

  • Vice President, Finance

Industry Association

  • Executive Director

 

PUBLIC SECTOR / CROWN CORPORATIONS

Canadian Provincial Public Sector

  • Chief Information Officer and Chief Strategist, Service Delivery

Ontario Municipality

  • Fire Chief

Urban Waterfront Development Authority

  • Vice President, Development (2)
  • Vice President, Planning & Design
  • Vice President, Program Management
  • Director, Port Lands Development
  • Director, Sustainability

Infrastructure Projects Corporation

  • President & Chief Executive Officer (inaugural)

 

MEDIA / COMMUNICATIONS

Global "B2B" Media Communications Firm

  • Chief Financial Officer
  • Vice President, Central Region
  • Vice President, Eastern Region

Leading Film & Television Production Services Company

  • Director of Operations

International Media & Communications Mgmt Firm

  • Global Head, Product Management
  • Chief Marketing Officer

 

HEALTHCARE

Healthcare Shared Services Organization

  • Director, Warehousing and Logistics

Publicly-Traded Diversified Healthcare Company

  • Vice President, Technology Solutions Group

Hospitals

  • Chief Financial Officer
  • Vice President, Patient Care & Chief Nursing Officer
  • Foundation Director of Development
  • Director of Pharmacy
  • Manager, Decision Support
  • Financial Reporting Managers
  • Human Resource Managers

Developmental Services

  • Executive Director
  • Regional Director, Clinical Supervisor (2)
  • Psychologists (3)
  • Program Manager, Enhanced Community Support (inaugural)
  • Director, Operations
  • Director, Finance and Business Operations
  • Director, Residential Services

Addiction and Mental Health Services

  • Chief Operating Officer and Clinical Director

 

SOFTWARE / TECHNOLOGY

Industry-Leading, Financial Services Solutions Provider

  • Vice President, Product Marketing
  • Vice President & Client Partner, Lending & Technology
  • Vice President, Real Estate Innovation, Sales & Marketing
  • Director, Innovation & Marketing

Global Technology Company

  • Director of Tax

Software Company

  • Director, Consulting Services

Software and Hardware Technology Company

  • Director of Finance

Mobile Payment Company

  • Vice President, Finance

Medical Technology Company

  • Vice President, Finance
  • Head of Procurement
  • Vice President, Pharmacy Solutions

Publicly-Traded Diversified Healthcare Company

  • Vice President, Technology Solutions Group

 

MANUFACTURING / DISTRIBUTION

Private Equity-Sponsored Manufacturing and Distribution Company

  • Chief Financial Officer (2)

Private Equity-Sponsored Precision Manufacturer

  • Chief Financial Officer

Privately-Held National Heavy Equipment Distributor

  • Chief Financial Officer
  • General Sales Manager

 

MINING / RESOURCES

Leading TSX-Listed Canadian Mining Company

  • Treasurer

International, Publicly-Held Resources Services Company

  • President & Chief Executive Officer
  • EVP & Chief Financial Officer (1999. 2005, 2015)

 

NOT-FOR-PROFIT / ASSOCIATIONS

National Professional Services Education & Accreditation-Granting Institute (self-regulatory organization)

  • President & Chief Executive Officer (2000)
  • President & Chief Executive Officer (successor, 2011)

Industry Association

  • Executive Director

International Environmental NGO

  • Director, Ottawa Bureau
  • Communications Director, Maritimes Region

Not-for-Profit Organization

  • Executive Director

Social Service Agencies

  • Executive Director
  • Regional Director, Clinical Supervisor (2)
  • Psychologists (3)
  • Program Manager, Enhanced Community Support (inaugural)
  • Director, Operations
  • Director, Finance and Business Operations

 

MISCELLANEOUS

Mid-Cap ($1 Billion) Publicly-Traded Services Company

  • Board Director (and Board Committee Chair / Member) appointments (4)

Private Cosmetics Company

  • Chief Financial Officer

Publicly-Traded Cosmetics Company

  • Senior Director, Finance
  • Head of Human Resources, Canada