Wilson Kwan, Cpa, Ca, Cirp, Lit Email and Phone Number
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Wilson Kwan, Cpa, Ca, Cirp, Lit personal email
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Wilson Kwan is an experienced business leader with over 12+ years of professional experience:• 2+ years advising early-stage, high-growth companies in a senior capacity;• 7 years in PricewaterhouseCoopers (PwC) LLP Deal advisory team (most recently as VP/Director); and• 3 years in Deloitte LLP Audit & Assurance and Valuation practice.Wilson founded Kwantum Advisory Inc., a boutique financial advisory firm, to assist early-stage companies through growth, expansion, and capital raising in the capacity of Financial Advisor or in some cases the company's Fractional CFO. Wilson uses his extensive 3-statement financial modelling expertise combined with his deal experience, to guide you through the entire financing lifecycle from due diligence ready books, setting up your dataroom, and reviewing term sheets, to closing the transaction. Prior to starting his own practice, Wilson spent 7 years at PricewaterhouseCoopers LLP, with the most recent role as Vice President (Director), Deals, and has led many financial advisory, interim management, and sell-side corporate finance engagements. In addition, Wilson was selected as the only Digital Accelerator in his department across Canada for the first cohort in PwC’s $3.0 billion global initiative to digitally upskill and transform its workforce.Wilson’s industry expertise includes high-tech, blockchain & cryptocurrency, real estate, cannabis, aviation and defence, healthcare, retail and e-commerce, to list a few, with clients ranging in all sizes from $1.0 million to $5.4 billion in enterprise value.Formal designations• Chartered Professional Accountant (CPA), Chartered Accountant (CA), 2013;• Chartered Insolvency and Restructuring Professional (CIRP), 2017; and• Licensed Insolvency Trustee, Semi-active (LIT), 2018.
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Founder And Managing DirectorKwantum Advisory Inc.Toronto, On, Ca -
Founder & Managing DirectorKwantum Advisory Inc. Feb 2022 - PresentFractional CFO, financial modelling and accounting services. Our specialty is in getting you capital raise ready! It's pretty simple: 1) we help you get your financial records in order; 2) we assist you with your 3-statement financial model (income statement, balance sheet, cash flow forecast) build; 3) we are by your side throughout investor and/or lender meetings; 4) we help prepare your virtual data room and facilitate due diligence requests; 5) we review terms sheets and help you negotiate the best outcome; and 6) we help you close your financing so you can scale your business.We're confident in our offering because of our many years of deal advisory experience providing the same service to multinational, multibillion-dollar companies, and we're offering that same quality for your small/medium size business at a fraction of the cost. Our goal is aligned with yours, to see you succeed and achieve your dreams! -
Entrepreneur In Residence, Cfo ServicesMars Discovery District Feb 2023 - PresentToronto, On, CaMaRS Discovery District is a leading launchpad and growth accelerator in health, cleantech, fintech and enterprise startups and companies. Since its launch in 2008, they have supported over 1,400+ companies, raising over $10.6B and is one of the largest urban innovation hubs in North America!I am pleased to provide financial guidance, coaching and mentorship and continue on my mission to help high-impact Canadian tech ventures grow and succeed. -
Group Chief Financial OfficerLorica Cybersecurity Aug 2022 - PresentToronto, Ontario, CaLocated in both Maryland and Toronto, Lorica Cybersecurity is a world-class team of experts in encryption algorithms and enterprise-scale cloud deployment technologies. We deploy the latest high-performance realizations of advanced cryptography, including Fully Homomorphic Encryption (FHE), which eliminates vulnerabilities throughout the data lifecycle, enabling private and secure computation and thus enterprise-scale secure cloud migration. -
Group Chief Financial OfficerEquo Co. May 2022 - PresentHo Chi Minh, VnEQUO Co. (www.shopequo.com) is a sustainable brand providing 100% plastic-free and compostable solutions for everyday single-use items including drinking straws, utensils and stationary. KEEP THE CONVENIENCE, KICK THE PLASTIC. -
Chief Financial OfficerSeed Labs Aug 2022 - PresentToronto, CaSeed Labs is a world-class web-3 and blockchain development company focused on developing next generation trading platforms and fintech tools. We are backed by industry leading venture and crypto capital funds including Polychain, Parafi, Fenbushi, IOSG, to name a few. -
Chief Financial OfficerOptt Health May 2021 - PresentBoston, Massachusetts, UsOPTT provides a virtual behavioral health platform for psychotherapists to provide clinically validated interactive therapy to their patients. OPTT’s therapy modules have been developed and optimized for over 10 years and are validated through clinical trials. Using machine learning and AI algorithms, OPTT evaluates the patient’s mental status to aid clinicians in care. The scalable platform leverages customized features that ease integration wherever clinicians work to allow them to receive actionable insights and provide personalized feedback. -
Strategic AdvisorCharmy Pet Jul 2022 - PresentToronto, CaStrategic Financial Advisory to Charmy Pet Inc. -
Vice President, Corporate FinancePomegran Inc. Jan 2023 - Jun 2024Toronto, Ontario, CaPomeGran has its US Headquarters in Manhattan, NY, USA and its Canadian Headquarters in Toronto, ON Canada. We are a premier fibre-centric broadband infrastructure provider. We own and operate broadband networks, owning both underground and aerial fibre assets and fixed wireless access (FWA) assets. Asset heavy PomeGran provides broadband services, targeting the large underserved market in Eastern Canada and the Northeastern US. We also own a fibre design and construction company that enables FTTP (Fibre-To-The-Premise) for Multi-Dwelling Units (MDUs) and rural connectivity, primarily in New York, New Jersey and Connecticut. -
Entrepreneur In ResidenceThe Dmz Apr 2021 - Jan 2022Toronto, Ontario, CaThe DMZ has helped more than 470+ startups raise $1 Billion+ in capital and create 4,000+ jobs and has a widely recognized international presence with offices in Vietnam and India, and 70 partnerships around the world. As a Tactical Finance EiR, I provided mentorship and training to high impact incubator companies in the areas of financial modelling, finance, accounting and business strategy. -
Vice President (Director), Consulting & DealsPwc Canada Aug 2018 - Jul 2020Toronto, Toronto, Ca- 2019 - selected to be 1 of only 126 Digital Accelerators across Canada in the first cohort of PwC Global's upskilling initiative and provided training on Data & Analytics, Intelligent Process Automation, and Artificial Intelligence.- 2017 - won International Turnaround of the Year (by TMA) for restructuring a high profile $5 billion O&G company- 2017 - identified by PwC's Leadership Team as a future growth leader and provided sales development training- 2014 - BC Region "CEO Team Award" - internal PwC recognition for outstanding engagement delivery as a teamRelevant Experience:- Monitor, CCAA - $5 billion restructuring - Oil & Gas - Pacific Exploration and Production- Monitor, CCAA - $0.5 billion restructuring - Real Estate, Development - League Assets LP- Monitor, CCAA - $0.3 billion restructuring - Real Estate, Development - Sunrise Apartments LP- Monitor, CCAA - $50 million restructuring - Cannabis - Wayland Group Corp.- Monitor, CCAA - $20 million restructuring - Cannabis - Green Relief Inc.- Receiver - $70 million debt outstanding - High Tech - Intelligent Mechatronic Systems Inc.- Receiver - $120 million 3P Infrastructure Construction Project related to Bondfield Construction- Lead (4 Years), RBC Special Loans and Credit Impairment Audit under IFRS 9 - national team- Lead, HSBC Special Loans and Credit Impairment Audit under IFRS 9- Financial Advisor to Company - $100 million revenue - Retail & Grocery, Ontario, ON- Financial Advisor to Secured Lender - $200 million valuation - Forestry producer, BC- Financial Advisor to Secured Lender - $30 million revenue - Technology, Waterloo- Financial Advisor to Company - $25 million revenue - Aviation, BC- Financial Advisor to Company - $10 million revenue - Technology, Energy, ON -
Manager, Consulting & DealsPwc Canada Feb 2016 - Jul 2018Toronto, Toronto, Ca -
Manager, Consulting & DealsPwc Canada Aug 2015 - Feb 2016Toronto, Toronto, Ca -
Senior Associate, Consulting & DealsPwc Canada Nov 2013 - Jul 2015Toronto, Toronto, Ca -
Experienced FacilitatorCpa Canada Jul 2014 - Jul 2018Toronto, Ontario, CaPreviously facilitated a total of 4 modules: (1) Performance Management, (2) Core 2 and (1) Finance; with a total of 22 students. I facilitated the learning and development of CPA students and achieved an overall feedback rating of 4.25 out of 5.0 exceeding the average rating of 3.96 of all facilitators, in all modules. -
Senior AccountantQtrade Financial Group Apr 2013 - Oct 2013Toronto, Ontario, Ca- Full cycle accounting, month end reporting, five entity consolidation- Financial statement analysis and margin reporting- Systems automation through Microsoft SQL, Great Plains, and Smart Connect- Provided audit support working papers in a streamlined efficient manner- Prepared 22 separate mutual fund financial statements under MFDA and IIROC -
Valuation Analyst - Financial AdvisoryDeloitte Canada Sep 2012 - Mar 2013Worldwide, Oo• Reviewed client’s DCF valuation models in a variety of industries which include reviewing sets of comparable transaction, multiples, and other factors; highlights included $7.8 billion valuation of Finning International Inc. and $1.5 billion Yamana Gold Inc.• Competent understanding of WACC discount rate build up including analysis of cost of equity and after-tax cost of debt -
Staff Accountant Ii - Audit & AssuranceDeloitte Canada Sep 2010 - Sep 2012Worldwide, Oo• Specialized in audits of financial institutions with extensive experience in a variety of complex public and private corporations; performed audit procedures under CAS, National Instruments 81-106, IIROC and MFDA• Prepared annual financial statements and accompanying note disclosures in accordance with Canadian GAAP for Private Enterprises, including helping private clients transition to ASPE accounting framework or IFRS -
Summer InternDeloitte Canada May 2009 - Aug 2009Worldwide, Oo
Wilson Kwan, Cpa, Ca, Cirp, Lit Skills
Wilson Kwan, Cpa, Ca, Cirp, Lit Education Details
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Chartered Accountant School Of Business -
Canadian Association Of Insolvency And Restructuring Professionals -
British Columbia Institute Of TechnologyAccounting
Frequently Asked Questions about Wilson Kwan, Cpa, Ca, Cirp, Lit
What company does Wilson Kwan, Cpa, Ca, Cirp, Lit work for?
Wilson Kwan, Cpa, Ca, Cirp, Lit works for Kwantum Advisory Inc.
What is Wilson Kwan, Cpa, Ca, Cirp, Lit's role at the current company?
Wilson Kwan, Cpa, Ca, Cirp, Lit's current role is Founder and Managing Director.
What is Wilson Kwan, Cpa, Ca, Cirp, Lit's email address?
Wilson Kwan, Cpa, Ca, Cirp, Lit's email address is wi****@****pwc.com
What schools did Wilson Kwan, Cpa, Ca, Cirp, Lit attend?
Wilson Kwan, Cpa, Ca, Cirp, Lit attended Chartered Accountant School Of Business, Canadian Association Of Insolvency And Restructuring Professionals, British Columbia Institute Of Technology.
What are some of Wilson Kwan, Cpa, Ca, Cirp, Lit's interests?
Wilson Kwan, Cpa, Ca, Cirp, Lit has interest in Stock Market Trading (Day And Options), M&arecreational, Motorsports, Foreign Exchange Trading, Snowboarding, Biking, Sports, Running, Car Enthusiast, Swimming.
What skills is Wilson Kwan, Cpa, Ca, Cirp, Lit known for?
Wilson Kwan, Cpa, Ca, Cirp, Lit has skills like Ifrs, Financial Statements, Finance, Accounting, Quickbooks, Accpac, Financial Analysis, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Gaap.
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