PortfolioHiWay is a Canadian wealth management technology firm created to seamlessly connect investors, advisors and third-party managers. Our goal is to simplify investing by offering an improved client experience at every level. Through proprietary technology, PortfolioHiWay helps clients streamline processes, enhance scalability and reduce operational risks while expanding their investment universe and lowering overall costs. We do this by combining innovative technology and enhanced service offerings to automate many day-to-day aspects of running a business so that advisors can focus on their clients – at any wealth level.

PortfolioXpressWay provides investment professionals with a fully digital 360-degree view of investor assets, no matter their location or nature, as well as the tools to source and recommend the very best investment opportunities.

Member of the Board of Directors, including being the Chair of the Nominating, Compensation and Corporate Governance Committee, and a member of the Audit Committee. Rex Opportunity Corp. invests in Content Creators and Influencers who derive direct pay revenue from social platforms, such as Twitch for game streamers and YouTube for video. We aim to provide financial security and growth opportunities so that you have the freedom to create and flourish.

RIWI stands for "real-time interactive world-wide intelligence". We provide access to fast-changing consumer and citizen sentiment in all countries. RIWI breaks through the noise to find the truth about what people really think, want and observe - by reaching the most diverse audiences, including the disengaged and quiet voices who do not typically answer surveys or express their views on social media.• Led RIWI from a start-up to a cash-flow positive, profitable company with growing annual revenue• Raised RIWI's public company profile by uplisting from the CSE to the TSX Venture Exchange • Implemented monthly reporting to improve accountability, developed budgets and forecasts focused on profitable growth• Leads many aspects of the business, including day-to-day operations, investor relations, legal, and human resources• Improved the engagement and timely reporting between RIWI’s Senior Management and the Board of Directors

Director, member of the Audit Committee and Corporate Governance Committee. Geodrill Limited is a drilling company with operations based in West Africa and listed on the Toronto Stock Exchange (TSX: GEO).• Managed Geodrill’s IPO process as external legal counsel to raise equity, then became a member of the Board of Directors• Collaborated on the Strategic Plan, which remains the driving force to accomplish Geodrill’s vision for growth • Continuously analyze business risks, including reviewing multi-national expansion and allocation of capital resources • Develop and review business strategy implementation, including: tax, restructuring and acquisitions

Pet Valu is a specialty retailer of pet food and pet-related supplies, which is privately owned by Roark Capital. Pet Valu prides itself on providing pet parents with the best selection of pet care items at competitive prices, together with Pet Expert service, at convenient, neighborhood store locations. • Key team member in executing the merger with Pet Supermarket to create Pet Retail Brands Ltd., North America’s largest small format, pet specialty retailer, with over 1,000 stores combined and $1 billion in system-wide sales• Facilitated corporate restructuring and oversees international tax compliance for optimal financial performance • Leads the Canada finance department (over 40 people), and coordinates with the two other USA finance departments• Main contact person for the entity-wide credit agreement, ensuring compliance and completion of all deliverables • Played key role in the company’s rapid growth, including leading the acquisition of select stores from PJ’s Pets

Adriana Resources Inc. was an Iron Ore exploration company, previously listed on the TSX Venture Exchange (TSX-V: ADI), which was acquired by Sprott Resource Holdings Inc.• Responsible for executing Adriana’s relationship with its Chinese partner, including legal & regulatory compliance• Facilitated the $92 million Joint Venture with WISCO in 2012 (NI 43-101 resource > 20 billion tonnes of iron ore)• Oversaw drill program finances of the Lac Otelnuk Project in Nunavik, Québec ($35 mm of CAPEX in 2013-2015) • Led the finance department and completed the sale of an international subsidiary to optimize cash flow needs

• Acted as investment dealers’ legal counsel on numerous financings for publicly listed companies • Assisted companies to list on the Canadian exchanges (IPOs, cross-listing from overseas, reverse takeovers)• Provided guidance to reporting issuers regarding their public disclosure and securities law requirements • Evaluated proposed amalgamations, mergers and reverse take-over transactions

• Led initial public offerings and private placements for debt and equity securities • Provided integral securities law guidance to TSX and TSX-Venture Exchange reporting issuers • Coordinated discussions with securities commissions to ensure client compliance with securities regulations

• Developed alternative deal structures that maximized long-term returns for clients • Assisted clients manage new acquisitions, including business strategy and risk management

• Managed challenging disputes with the Canada Revenue Agency and negotiated practical resolutions• Utilized legal and financial expertise to provide efficient tax and estate planning advice

• Cultivated long-lasting relationships with clients and secured additional engagements for the firm • Recruited top talent from universities as an integral member of the campus recruiting team