- Coverage of Western Canada, U.S., European, Asian, & Australian institutional clients (including pension funds, mutual funds, hedge funds).- Generalist sector focus across the Canadian equity market including energy, mining, telecom, tech, financials, consumer products, and industrials. - Serve as specialist REIT sales lead working with REIT-focused investors in the U.S. and Europe.- Active working with C-Suite at corporate clients on their capital raising needs and strategies with respect to the equity markets.

- Coverage of Western Canada & U.S. Midwest institutional clients (including pension funds, mutual funds, hedge funds)- Broad sector focus across the Canadian equity market including energy, mining, telecom, tech, financials, consumer products, and industrials.

- Coverage of Western Canada & U.S. Midwest institutional clients (including pension funds, mutual funds, hedge funds) - Broad sector focus across the Canadian equity market including energy, mining, telecom, tech, financials, consumer products, and industrials.

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- Sell-side equity research working directly with analyst to cover Transportation, Aerospace, Agribusiness, and Ferts/Chems.- Communication with institutional clients as well as private client brokers on a regular basis.- Idea generation & communication of these ideas to institutional sales team.

- Buy-side equity analyst within the Telus pension investment fund, covering Canadian utility, alternative energy, and independent power producers. - Responsibilities included financial, equity, investment analysis as well as investment recommendations.- Worked directly with the fund's senior portfolio manager.

Independent consultant providing business process management and technology consulting to BC Hydro's Generation Resource Management group.

- Provided equity research coverage of Technology, Clean Technology, and Diversified Industries.- Carried out thorough fundamental analysis of both public and selected private companies.- Developed relationships with senior management teams at public companies.

- Member of Andrew Johns financial advisory team that grew to become the top-producing private client team at Raymond James Canada.- Catered to high net-worth private clients and small institutional clients.- Worked directly with portfolio manager & the team's lead broker to build client relationships & make investment recommendations.- Worked to develop the team's innovative technology-based marketing platform.

- Co-founded enterprise web content management company.- Involved in all aspects of the design, development and marketing of the ElementCMS product.- Responsible for negotiating and securing major public and private-sector clients.- Managed large-scale software projects involving multi-disciplinary teams.- Directly involved in raising angel investment.- ElementCMS was a finalist for Product of the Year at the VIATeC 2005 Technology Awards, and Netimage Media was a finalist for Emerging Technology Company of the Year at the VIATeC 2004 Technology Awards. - Clients included UOIT, Durham College, Fanshawe College, Municipality of Delta, Ritchey Bikes, and District of Maple Ridge.- ElementCMS was successfully acquired in 2007.