Montez Corporation is an institutional investment organization specializing in pension fund real estate investment management. It is an asset and investment advisor that sources, acquires and manages real estate investments across Canada. Its clients include a number of government pension funds as well as the funds from a number of government agencies, crown corporations, insurance funds, institutional investment firms and universities and colleges. Montez also manages investments for the pension plans of several Fortune 500 companies. Montez currently asset manages over 25 million sf and approximately $7 billion of real estate, including approximately 10 million sf of active development assets.

Senior manager in KPMG’s Financial Institutions and Real Estate practice, specializing in serving clients within the real estate sector, including REIT's, limited partnerships and mortgage investment corporations. Led audit and advisory teams with client securities offerings and regulatory requirements, including initial public offerings, conversions of a capital pool company into a REIT, establishment of a base shelf prospectus, and numerous equity and convertible debentures raises. Monitored and provided ongoing updates to existing and potential clients as well as alumni on real estate market transactions and trends. Leveraged understanding of movements in cap rates, rental rates, absorption rates and vacancy data, as well as property-specific operating and capital cash flows to critically evaluate investment valuations. Coverage included all major real estate asset classes (commercial, office, industrial, and residential) during development and as-complete.Familiar with issues related to structuring of leasing and debt agreements, and development, property and asset management arrangements. Analyzed businesses' financial reporting processes, identifying risks and advising senior management of opportunities for improving governance and reporting, and eliminating inefficiencies. Audits included entities reporting under both International Financial Reporting Standards as well as Accounting Standards for Private Enterprises.