Managed equity investments in three funds, acting as the lead manager since 2015. Responsible for selecting the 50-60 public equity investments including conducting interviews with management, forecasting financial statements and identifying key variables. Agile and quick decision-making abilities in a fast-paced investment environment. Continuously adapted investment criteria based on in-depth analysis of economic indicators, interest rates, inflation, and historical performance. Leveraged key factors to assess balance sheets, growth prospects, margins, and valuations across different stages of the investment cycle.

(previously Goodman & Co. Investment Counsel)Recommended and selected investments for the Dynamic Focus+ family of funds, managing $2billion in assets under management (AUM), and provided support to the entire team of portfoliomanagers overseeing $60 billion in AUM. Demonstrated expertise in healthcare, consumer staples, consumer discretionary, telecom, and industrials, resulting in a comprehensive coverage of investment opportunities globally.

(formerly Westwind Partners and Thomas Weisel Partners)Established the Special Situations group and acted as the sole analyst covering six mid-to-largecap companies with a combined market value of $23bn. Communicated regularly with manyleading portfolio managers and recognized in Barron’s and the Globe and Mail.

Worked alongside Horst Hueniken who ranked number one “stock picker” in the financial services sector by StarMine in 2008 and the third best research team by Brendan Woods in 2007. One of only three associates to be promoted over the preceding four years (out of 60+ peers).