A senior corporate lawyer, compliance and governance professional with diverse and extensive experience providing timely, proactive and solution-oriented advice in the insurance, financial services and investment management industries in Canada, and previously in private legal practice. Skilled in providing strategic counsel, and researching, reviewing, negotiating, and drafting an array of commercial legal agreements. Experience training and mentoring, delivering presentations, and developing legal and compliance policies, procedures, programs, manuals, and best practices in: - commercial and securities law, including significant transformational changes and M&A integrations- regulatory compliance and risk management, including securities and investment compliance, privacy law, AML, KYC, and UBO matters- investments and secured financing matters- commercial real estate, commercial leasing, and commercial mortgages- corporate governance, and - corporate secretarial matters.Client-focused leader, partner, collaborator, and mentor at all organizational levels, including senior executives and board of directors, delivering a consistent and high level of customer satisfaction. Strong business acumen with a Bachelor of Commerce (Hons) in Accounting and Finance from the University of Manitoba, and a Bachelor of Laws focused in Corporate, Finance, Securities, Tax and Real Estate Law from Western University. Committed volunteer and supporter of various educational and cultural organizations, including Seven Oaks General Hospital Foundation, Balmoral Hall School, Canadian PGA Tour, Winnipeg Jazz, Winnipeg Fringe Festival, Manitoba Theatre Centre, and United Way. Recipient of Paul Harris Fellow and Benefactor by Rotary International.
Listed skills include Corporate Law, Legal Advice, Project Finance, Investments, and 21 others.