Investment advisory and private equity, CFO services

- Raised over $6 million of capital from investors and $15 million from an ICO (Initial Coin Offering)- Managed financial reporting and implemented financial controls- Advised business units of opportunities and analyzed them- Analyzed potential acquisitions and performed due diligence

- Consulted for small businesses, then made operational changes and process improvements- Assessed business strategies of clients and analyzed new business opportunities- Managed private portfolios that consisted of Canadian and US Equities by primarily using a bottom-up investment approach- Gathered and used various economic research to develop fund strategy, make projections, and analyze investable ideas- Conveyed portfolio results and articulated investment process through semi-annual meetings or when requested- Wrote reports for publicly listed mining companies to be displayed at mining conferences

- Screened and analyzed over 700 potential companies suitable for flow-through investments which led to financings of over $1 billion- Wrote internal reports used by the managing partner and other analysts resulting in investments in over 400 different companies- Analyzed publicly available company documents on SEDAR and used them to evaluate investments on a fundamental basis- Dealt with CEOs and CFOs of mining companies to discuss company news and exploration plans- Gathered information and maintained comparable models to value similar companies (database contained over 80 mineral exploration companies)

- Helped the BMO Investment Centre achieve rank #1 for customer service and client support- Achieved sales targets by selling BMO Mutual Funds and BMO Term Products to clients- Provided investment advice and reviewed portfolios for clients based on their investment objectives