Reporting to the CEO, and partnering with the Executive Team, I oversee the entire financial function of the Primacorp Group of Companies - a diversified investment company engaged in various education, service and care businesses and philanthropic endeavors.

Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt & equity financing solutions across North America with over $5 billion in assets under management.❖ Increased audit fee efficiency by collaborating with Auditors and adopting continuous improvements❖ Increased Board efficiency by delivering meaningful reporting❖ Created and lead the build of the custom commissions engine having complicated calculations increasing the efficiency of capital raising❖ Lead teams through complex & innovative Fund launch initiatives such as Trez Capital’s first non-fixed price per unit Fund, and set up operations for the US-based CLO program which included utilizing a 3rd party loan servicer❖ Supported the business growth from $2 to $5B AUM with a reduced proportional increase in FTE❖ Coordinated teams for US-based development projects ensuring timely financial performance reporting, cash distributions, and accurate tax reporting.❖ Lead the conversion to Unitrax investor record keeping systems❖ Effectively lead teams towards year end tax slip compliance reporting deadlines & final IFRS compliant audited financial statements to investors❖ Lead initiatives to fully leverage the mortgage tracking system by partnering with the Application Support team to streamline operations, reduce manual processes & operational risk, and increase team engagement❖ Set up collaborative teamwork and policy setting with Asset Management, and Credit Risk & Underwriting which cover processes from funding, borrower performance tracking, provisioning, if required, and collections❖ Migrated from quarterly to monthly fund distributions to more effectively & efficiently improve the business, in collaboration with Investor Services, for investors❖ Increased organizational efficiency by centralizing processes common amongst Fund Accountants (settlements) and Loan Administrators (approvals & borrower legal documentation)

GrowthWorks is a subsidiary of Matrix Asset Management, a publicly held, diversified asset management firm. I was recruited into the role of CFO to drive growth and diversification while minimizing risk. I managed all financial aspects of the $50M company including monthly and annual financial reports, internal and external audits and compliance, budgeting, and strategic planning. I reported directly to the GrowthWorks Board Manager, as well as four independent venture capital fund boards. In this capacity, I attended and presented at each entities’ quarterly board meetings. When I came on board, I was tasked with leading my team through a period of rapid growth through multiple acquisitions. Subsequently, I navigated my team through an 87% downsizing and eventual sale. ▶ I have held mission-critical roles in the company’s acquisitions and divestitures. I conducted due diligence on the acquisition of Mavrix Fund Management, Inc., in 2009—adding to the company’s retail mutual funds and flow-through LP funds portfolio. I also served as team lead in the reverse takeover of SEAMARK Asset Management in 2010 by means of a backdoor listing—creating the new parent public company, Matrix Asset Management. Finally, I executed all aspects of the sale of SEAMARK and Mavrix in 2014. ▶ In an effort to grow the company, minimize exposure to risk, and diversify assets, I navigated the company through a transition from venture funds to mutual funds and from pure retail to institutional sales. ▶ To secure long-term lending, I completed all due diligence materials requested by SEAMARK, CIBC World Markets, Royal Bank, and RCMorris. ▶ To address cash flow challenges, I worked closely with the CEO and other senior executives to explain our situation and strategize on our options. I then guided the sale of several assets to maintain liquidity and avoid CCAA proceedings. ▶ I spearheaded the full RFP process to change auditors from Hay & Watson to Deloitte.

CFO Matrix Asset Managment Inc.GrowthWorks Capital Ltd (and subsidiaries)GrowthWorks Canadian FundGrowthWorks Commercialization FundGrowthWorks Atlantic Venture FundWorking Opportunity Fund

Financial engineering & derivative program implementation

I served as VP of Finance for a $26B defined benefits pension plan for the healthcare workers of Ontario. I drove all aspects of investment fund post-trading decisions such as custodial relationships and agency securities lending program, developing Board and committee reporting packages, and coordinating year-end audits and GAAP reporting. I managed asset mandate controlling, performance, reporting, monthly management reporting, operational risk mitigation, and treasury operations. My work also included ensuring compliance with policies designed to achieve pension liability targets and that Value at Risk (VaR) was consistent with the Risk Standards Working Group. ▶ In order to effectively manage the pension plan’s cash and lending activities and maximize portfolio profitability, I diversified the investment portfolio from one consisting only of investments and bonds to include short-term interest bearing assets and cash▶ To improve the fund’s warehousing and reporting capabilities, I researched a number of options and chose Eagle. I then spearheaded implementation of the technology for data warehousing and enhance performance reporting. In addition, I utilized Askari for risk management reporting▶ I conducted the full RFP process to evaluate potential fund custodians and made my recommendations to the board. We then converted from State Street to Northern Trust. I headed this massive project with no external consultants, saving the company from a significant expenditure▶ In an effort to reduce direct costs, I reduced headcount by ¼ — maintaining consistently high levels of operational efficiency by improving the productivity of the remaining staff▶ To comply with standards established by the Association for Investment Management and Research (AIMR), I implemented or reengineered daily performance and asset mix reporting processes, utilizing best practices to comply with standards established by the Association for Investment Management and Research (AIMR)

As the CFO for Deutsche Bank Canada—the German global banking and financial services company—I reported directly to the CEO and the regional controlling department on the financial and management performance of Deutsche Bank and Deutsche Bank Securities. I ensured international and local regulatory compliance, conducted business area planning, and managed profitability, budgeting, asset utilization, risk, and tax planning. ▶ I served as a senior member of the Management, Operating, ALCO, New Issue, and Risk committees. Also, I was appointed as a member of the Board of Deutsche Bank Securities Limited

Clients: Gordon Capital, Scotia McLeod, RJR, CA career progression from Senior Accountant to Senior Manager