My vast depth of knowledge of the securities industry covers everything from active portfolio management, public venture capital markets, industry spokesperson, Chairman of TSX Venture Exchange, Local and National Committees, Ontario Securities Commission Committee Member, guest speaker on numerous occasions for Canadian Stock Exchanges, Provincial Securities Commissions, and regulatory bodies in the USA. I have also guest lectured many times at the University of Calgary’s Haskayne School of Business and also spoke at the University of Texas School of Law. I have helped guide over 100 companies in the process of going public. I am a Portfolio Manager and I rigorously screen large cap investments from both the top down and bottom up seeking companies with hidden values for my clients to invest in.
As a Certified Divorce Financial Analyst (CDFA), I have the specialized skills and experience that enables me to analyze the long-term financial impact of divorce. I have met specific education, experience and ethical requirements, and have been designated a CDFA professional by the Institute for Divorce Financial Analysts (IDFA ™). For many, divorce is the largest financial transaction of their lives. My role is to address the financial issues of divorce with data to help achieve equitable settlements.