● Managing multiple family accounts from single-strategy advisor account using event-driven value investing strategies to protect capital and maximize absolute returns in all market conditions

● Provide niche stock reports to value-oriented retail and institutional investors that compile the most relevant information necessary to quickly and easily identify an investment opportunity, based on the Charlie Munger approach of "buying wonderful businesses at fair prices" with his four Ms: Meaning, Management, Moat, and Margin of Safety.● Each report clearly identifies the most reasonable intrinsic value of several valuation methods, as well as a 50% margin-of-safety buy price.● Especially useful for quickly and confidently evaluating a company currently experiencing a significant market event and huge price drops as either a buying opportunity or not.

Founded, operated, and sold numerous businesses, including:● Bought established wellness company, grew revenue at average 78% CAGR over six years by identifying and leveraging its competitive advantage of being the dominant wellness market player in the city. Sold to shareholders for 5,150% ROI over 6 years (a 93.5% CAGR) by fostering passionate investors through our strong reputation for being a leader and innovator in the community● Founded food production company with restaurant in 2017, selling shippable meal kits and bottled sauces online, as well as Alberta retail locations; buy-out talks initiated by US firm in 2020● Co-founded strategic development and brand consultancy firm that served cities, organizations, businesses, and solopreneurs