Criterium Group is a boutique consulting firm with blue chip clientele, that engage us for unique and challenging assignments. These engagements can involve: change management; departmental restructurings or consolidations; information technology integrations; and strategic positioning. Our reports range from department heads to directors.My role has been to advise financial industry clients regarding corporate change and integration, including the impact of the regulatory environment on… Show more Criterium Group is a boutique consulting firm with blue chip clientele, that engage us for unique and challenging assignments. These engagements can involve: change management; departmental restructurings or consolidations; information technology integrations; and strategic positioning. Our reports range from department heads to directors.My role has been to advise financial industry clients regarding corporate change and integration, including the impact of the regulatory environment on the desired outcome. In addition, I provide the financial analysis into our clients' decision matrix.Our Merchant Capital division is positioned to assist our financial industry clients with alternative outcomes for financially stressed accounts, and to provide capital services to growth entities. We have an investor base that participates in financial opportunities along with our team.The Merchant Capital division is founded upon the premise that a single firm can add value to its clients by combining operational change with financial growth opportunities. Show less

Restructurings; financings; capital advisory; due diligence.

Qwest is an Investment Fund Manager that marketed and managed oil and gas flow-through funds to a retail client base.I joined Qwest to provide the regulatory backbone for a complex natural gas instutional offering, which was marketed in Asia. During this time, I was granted my license as a Portfolio Manager, registered with the Alberta Securities Commission, and I served Qwest on both its Investment Management Committee and it Compliance Committee.

Merchant Bank --unregistered investment portfolio management and growthProfitably managed an equity portfolio, encompassing investments in private and public companies, spanning many sectors, including option positions.Actively sourced new, high-growth opportunities in both the public and private marketplaces. Investment candidates were typically considered 'high-alpha' Facilitated the “work-out” of legacy investments in the portfolio. Sought profitable… Show more Merchant Bank --unregistered investment portfolio management and growthProfitably managed an equity portfolio, encompassing investments in private and public companies, spanning many sectors, including option positions.Actively sourced new, high-growth opportunities in both the public and private marketplaces. Investment candidates were typically considered 'high-alpha' Facilitated the “work-out” of legacy investments in the portfolio. Sought profitable arbitrage opportunities associated with investments. Engaged professionals and management to assist in adding value to portfolio companies. Developed tax mitigation strategies for new investments (flow-through) and current investments. Show less

I spent six years working for two Cabinet Ministers in Ottawa during Prime Minister Mulroney’s Government. It was a rewarding time for someone like me who likes the challenge of facilitating change. I worked on files including the privatization of portions of Via Rail (now the Rocky Mountaineer), CN's eventual privatization, the transfer of airports to Local Airport Authorities, and the survival (for a time) of Canadian Airlines. I also mediated an impasse between the federal road safety… Show more I spent six years working for two Cabinet Ministers in Ottawa during Prime Minister Mulroney’s Government. It was a rewarding time for someone like me who likes the challenge of facilitating change. I worked on files including the privatization of portions of Via Rail (now the Rocky Mountaineer), CN's eventual privatization, the transfer of airports to Local Airport Authorities, and the survival (for a time) of Canadian Airlines. I also mediated an impasse between the federal road safety directorate and the Petroleum Services Association of Canada. Show less