Ventum Financial is a leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit.

Aviso Wealth is a national financial services company with over $100 billion in assets under administration and management. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms.

Named by CB Insights to the 2018 Fintech 250, a list of the world’s top fintech startups, Progressa is Canada’s fastest growing financial technology lender focused on changing the way pay cheque to pay cheque Canadians access and build credit. Since 2013, our mission has been to build a socially responsible consumer finance company that encourages borrowing for the right reasons that Canadians can be proud of.

• Served as key member of management with responsibility over financial reporting, planning, budgeting and forecasting, corporate finance, treasury, accounting, tax, internal controls, and investor relations• Developed and maintained management reporting templates and models including cash flow forecasts, operating forecasts and budgets, and KPIs• Led and managed all aspects of financial reporting including design, implementation, and maintenance of complex, multi-entity consolidation models; design and implementation of the chart of accounts; preparation of annual financial statements (IFRS) for 7 entities; and all debt compliance reporting• Assisted CFO, VP, and CEO with 2 funding rounds totaling $23M in equity raised, and a $20M debt financing including management of the due diligence process• Maintained financial oversight over construction of $20 million solar PV portfolio including development and maintenance of project budgets and cash flow, approval of expenditures, negotiation with vendors and contractors, development and maintenance of procurement process• Designed and implemented end-to-end process flows with supporting tools and templates for key process areas including procure to pay; revenue and receivables; and close, consolidate, and report • Developed accounting policies and prepared technical accounting memos for complex accounting issues including hedge accounting for interest rate swaps, leases (IFRS 16), revenue recognition (IFRS 15), consolidation, impairment analysis, business combinations, tax provisions, and contingencies• Managed tax compliance process including oversight over annual corporate filings, quarterly sales tax filings, and responding to several CRA audit requests covering historical periods• Managed and coordinated annual financial statement audit; maintained key relationships with legal counsel, bankers, and service providers; and supervised junior members of the Finance team

• Performed a variety of consulting engagements for large public companies as well as provincial and federal crown corporations that included: planning, budgeting and forecasting process and model design; performance measurement framework and KPI design; organizational structure design; Finance shared services delivery model design; large-scale ERP implementations; and chart of accounts / finance information model review and redesign• Provided project management for clients including building and monitoring project delivery plans, creating progress dashboards, and holding project governance and steering meetings• Managed internal monthly financial analysis process including creation of reports and dashboards • Supervised junior staff and reviewed deliverables while ensuring compliance with deadlines

• Led audits and reviews of small to large and multi-national privately-held companies in a variety of industries (ranging from companies with going concern issues to companies with revenues and total assets of $3.8B and $1.02B, respectively) as well as public sector and government entities and NPOs• Provided value-added consulting for clients to solve complex business problems, including performance and process improvement, IT transformation and appraising effectiveness of financial systems and internal controls• Managed all aspects of client engagements including supervision and review of junior staff work, monitoring of deadlines, ensuring compliance with budgets and improving efficiencies and recoveries• Prepared client financial statements, personal and corporate tax returns• Developed junior staff members through on-the-job training and through significant involvement in mentorship initiatives

• Developed and implemented strategic fundraising plans resulting in significant amounts of donations• Researched and wrote grant proposals, resulting in over $1M of funds awarded to date• Created annual reports and other publications for key stakeholders• Led outreach and public affairs initiatives including writing publications for media and academic journals, and organizing conferences and seminars• Published an article on diplomacy and engagement through academic exchange with North Korea in Pacific Affairs, a highly-circulated peer-reviewed scholarly journal out of the University of British Columbia

• Supporting research and publishing work through editing, indexing publications, and compiling research• Performing specialized research specifically regarding East Asian regional relations and North Korean non-traditional security issues• Assisting in the organization of a major academic conference (conference proposal, grant application, and rapporteur stages)• Composing final reports on the Canada-DPRK Knowledge Partnership Program project in order to secure future project funding (program now in third year)