David Wan, Cpa, Ca, Cfa Email & Phone Number

Edmonton, Alberta, Canada

Founded in 2021, Independent Knowledge Partner Network (IKPN) is dedicated to investing in, supporting, and connecting with their partners. With a focus on deploying strategic minority equity investments within the marketing/advertising and ad-tech industries, IKPN aims to support network partners, helping them to reach their goals. We connect them with other partners who hold access to the tech, tools, and talent to become market leaders.www.ikpn.org

Toronto, Ontario, Canada

Established in 2017 and acquired by LoKnow Inc. in 2022, Dandelion is a digital transformation and licensing Partner for Google, Amazon and Samsung marketing platforms, as well as other adtech tools. Focused on enhancing clients’ digital marketing maturity, Dandelion delivers strategies that blend platform licensing, advanced analytics and marketing technology solutions that are unparalleled in the industry.www.dandelioninc.ca

Edmonton, Canada Area

Leading transactions from inception to close by providing innovative financing for M&A, management buy outs and growth capital through solutions including mezzanine financing and equity investment.Transactions closed in: digital advertising technology, manufacturing, distribution, healthcare-tech, oil and gas services, and SaaS.

Edmonton, Canada Area

Buy-side advisory and evaluation of various transaction types, including M&A, management buy outs and growth capital through solutions including mezzanine financing and equity investment.Financial modelling and business valuation, portfolio management, deal evaluation, advisory on capital structures and supporting corporate finance transactions through the deal origination stage, assessment and analysis, financial and operational due diligence and close.

Calgary, Canada Area

Previously Calvista LLP.Complex accounting transactions advisory, financial due diligence and quality of earnings analyses for acquisitions and divestitures, financial modelling for valuation of companies and intangible assets.Detailed review of audit and review engagement files, coordinated and worked with underwriters and agents on propectus filings and offering memorandums.Coordinated and led multiple assurance teams in audit and review engagements of public, private, and not-for-profit organizations under IFRS, ASPE, and ASNPO.

Calgary, Canada Area

Completed audit and review engagements of public and private company financial statements under both IFRS and ASPE.Performed CSOX Control Testing to support opinions regarding control over financial reporting and financial analysis for client prospectuses.

Edmonton, Canada Area

Administered financial system securities, coordinated reporting and prepared reports/ provided recommendations within the GOA’s Contract Management System for Ministry construction projects.

Bachelor'S Degree, Accounting And Finance

• Recipient of Jack Craven Scholarship in Business (2011) for superior academic achievement, graduated with Distinction • Achieved First.

Chartered Accountant

Chartered Financial Analyst