First West Capital, a division of First West Credit Union, specializes in financing small and medium-sized businesses, in amounts of up to $10 million, across all industries in Canada through customized subordinated debt, mezzanine and equity financing solutions. Visit firstwestcapital.ca to learn more

• Responsible for all financial aspects of business and lead financial team for organization. Additional responsibilities included IT, Fleet, Equipment, Inventory and Purchasing.• Company entered into agreement with M & A firm to market company to Private Equity and Strategic Buyers. Involved with initial marketing, presentations, and interviews of business, analysis of proposals and selection of successful bidder. Oversaw and completion of due diligence, sale documentation and final closing requirements within 45 days of initial request.• Develop and implemented processes and controls to ensure inventory tracking was accurate.• Create forecasting and tracking tools for sales, fleet and equipment, and field personnel.• Review of our IT system resulting in the replacement of our IT provider. This established help desk support, operating. and productivity platforms standardization, automated backup protocols and new network infrastructure.• Review of operating and capital leases for our fleet and successful renegotiation of financing terms from our main vehicle supplier, reducing our financing costs on operating leases and on longer term leases.• Review of related real estate entity in light of expansion and sale of operating business. Successful financing for entity under better terms and pricing. Oversaw lease agreement providing market terms and conditions.• Review of existing First Nations agreements and establishment of standard terms for future agreements with aboriginal communities. Renewal of our existing joint venture agreements.

• Establishment of Private Client Group/Private Banking for Edmonton, Northern Alberta and Saskatchewan.• Responsible for high net worth clients within Region.• Responsible for collaboration of all HSBC lines of business to ensure client needs are met.• Responsible for development and implementation of Canadian Private Client Group Strategic Plan. • Responsible for budgeting and financial results, marketing, human resources, risk management, and compliance for Region.

• Responsible for Business Development for Edmonton and area.• Responsible for commercial loan portfolio with borrowings from $1 million to up to $10 million. Includes annual reviews of company performance and security, new approaches, collection of outstanding loans and marketing.

• Responsible for commercial loan portfolio with borrowings up to $20 million. Includes annual reviews of company performance and security, new approaches, collection of outstanding loans and marketing.• Assisted with initial structure of group, marketing strategy, and risk management policies.

• Responsible for quality of commercial loan portfolio for Western Canada. Includes evaluation and approval of credit submission for the four western Provinces.