• Worked on RTOs, listings, qualifying transactions, public and exempt offerings of securities, and purchases and sales of businesses• Drafted prospectus and listing statements• Drafted continuous disclosure documents (AIFs, circulars, news releases, material change reports, proxies, notices and early warning reports)• Experience with technology, mining, cannabis, and emerging market issuers• Interpreted and applied securities legislation and exchange policies (TSXV, NEO, and CSE)

• Worked on listings, public and exempt offerings of securities, tax reorganizations and purchases and sales of businesses• Drafted prospectus and filed reports of exempt distributions• Drafted continuous disclosure documents (AIFs, circulars, news releases, material change reports, proxies, notices and early warning reports)• Interpreted and applied securities legislation and exchange policies• Drafted corporate, shareholder and partnership agreements, directors’ resolutions and minutes of meetings, stock option plans, corporate governance documents, committee mandates, corporate policies and procedures

• Assisted the principal partner in various corporate/commercial matters including over 80 secured lending, and 7 commercial real estate and leasing transactions• Revised credit agreements, drafted security, guarantee, indemnity agreements, and reviewed PPSA registrations and mortgage/charges in secured lending transactions for institutional lenders• Drafted and reviewed purchase agreements, title and off-title searches, and other closing documents for commercial real estate deals• Drafted commercial leases involving built-to-suit, existing builds, and single and multi-tenant dealsRepresentative corporate/commercial, commercial real estate, and financing transactions include:• Drafting of a credit agreement and loan documents for a secured lending transaction valued at $50 million while acting as solicitor for a chartered bank• Drafting of sale and leaseback agreements for 4 warehouses ranging from 50,000 to 400,000 sq. ft. for a leading beer retailer and distributor• Purchase of 28 acres of severed land and the drafting of rail and drainage easement agreements for a leading North American transport company

• Drafted and negotiated on shareholder, joint venture, share/asset purchase, and commercial agreements (franchise, distribution, licensing, service, supply, and confidentiality agreements)• Collaborated with advisory services on corporate reorganizations and governance matters• Researched legal issues related to insurance, taxation, financing, and real estateSelect M&A, financing, and general corporate/commercial experience include• Termination, transition, and shared services agreements involving the Detroit-Windsor Tunnel • Purchase of a global restaurant franchise with over 600 locations in 10 countries• Negotiation and drafting of district and energy service agreements for EnWin Utilities Ltd.• Corporate reorganization involving an estate freeze for a purchase of a cannabis corporation• Bidding on a Sears Canada retail location subject to bankruptcy proceedings• Severance, sale, financing, and shared use of land for a national greenhouse produce corporation• Review of credit facilities for a North American full-service agricultural corporation• Incorporation of a single joint municipal services corporation for 4 municipalities• Distribution, licensing and confidentiality agreements for a global labeling company

• Supported class action litigation by preparing court filings and memoranda related to securities, financial services, and competition law• Investigated for potential violations of securities law by researching SEDAR filings (prospectuses, financial statements, and other disclosures), provincial regulators’ publications, and case law

• Prepared executive financial and management reporting for phone, online, and ATM business units• Developed relationships with internal teams and advisory services to ensure timely delivery of reports

• Awarded for sales, negotiation, and client relationship skills: QUARTERLY CHAMPION (top 10% in mutual fund sales by grossing over $3M), SALES REVENUE AWARD (top 10% in sales of term, structured, and credit products), and CUSTOMER EXPERIENCE AWARD (top 25% in client satisfaction)• Provided financial planning advice by identifying clients’ financial goals and constraints while ensuring transaction suitability adherence to regulatory standards