Wilson Kwan, Cpa, Ca, Cirp, Lit

Wilson Kwan, Cpa, Ca, Cirp, Lit Email and Phone Number

Founder and Managing Director @ Kwantum Advisory Inc.
Toronto, ON, CA
Wilson Kwan, Cpa, Ca, Cirp, Lit's Location
Toronto, Ontario, Canada, Canada
Wilson Kwan, Cpa, Ca, Cirp, Lit's Contact Details

Wilson Kwan, Cpa, Ca, Cirp, Lit work email

Wilson Kwan, Cpa, Ca, Cirp, Lit personal email

About Wilson Kwan, Cpa, Ca, Cirp, Lit

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.

Wilson Kwan, Cpa, Ca, Cirp, Lit's Current Company Details
Kwantum Advisory Inc.

Kwantum Advisory Inc.

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Founder and Managing Director
Toronto, ON, CA
Employees:
4
Wilson Kwan, Cpa, Ca, Cirp, Lit Work Experience Details
  • Kwantum Advisory Inc.
    Founder And Managing Director
    Kwantum Advisory Inc.
    Toronto, On, Ca
  • Kwantum Advisory Inc.
    Founder & Managing Director
    Kwantum Advisory Inc. Feb 2022 - Present
    Fractional 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!
  • Mars Discovery District
    Entrepreneur In Residence, Cfo Services
    Mars Discovery District Feb 2023 - Present
    Toronto, On, Ca
    MaRS 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.
  • Lorica Cybersecurity
    Group Chief Financial Officer
    Lorica Cybersecurity Aug 2022 - Present
    Toronto, Ontario, Ca
    Located 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.
  • Equo Co.
    Group Chief Financial Officer
    Equo Co. May 2022 - Present
    Ho Chi Minh, Vn
    EQUO 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.
  • Seed Labs
    Chief Financial Officer
    Seed Labs Aug 2022 - Present
    Toronto, Ca
    Seed 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.
  • Optt Health
    Chief Financial Officer
    Optt Health May 2021 - Present
    Boston, Massachusetts, Us
    OPTT 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.
  • Charmy Pet
    Strategic Advisor
    Charmy Pet Jul 2022 - Present
    Toronto, Ca
    Strategic Financial Advisory to Charmy Pet Inc.
  • Pomegran Inc.
    Vice President, Corporate Finance
    Pomegran Inc. Jan 2023 - Jun 2024
    Toronto, Ontario, Ca
    PomeGran 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.
  • The Dmz
    Entrepreneur In Residence
    The Dmz Apr 2021 - Jan 2022
    Toronto, Ontario, Ca
    The 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.
  • Pwc Canada
    Vice President (Director), Consulting & Deals
    Pwc Canada Aug 2018 - Jul 2020
    Toronto, 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
  • Pwc Canada
    Manager, Consulting & Deals
    Pwc Canada Feb 2016 - Jul 2018
    Toronto, Toronto, Ca
  • Pwc Canada
    Manager, Consulting & Deals
    Pwc Canada Aug 2015 - Feb 2016
    Toronto, Toronto, Ca
  • Pwc Canada
    Senior Associate, Consulting & Deals
    Pwc Canada Nov 2013 - Jul 2015
    Toronto, Toronto, Ca
  • Cpa Canada
    Experienced Facilitator
    Cpa Canada Jul 2014 - Jul 2018
    Toronto, Ontario, Ca
    Previously 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.
  • Qtrade Financial Group
    Senior Accountant
    Qtrade Financial Group Apr 2013 - Oct 2013
    Toronto, 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
  • Deloitte Canada
    Valuation Analyst - Financial Advisory
    Deloitte Canada Sep 2012 - Mar 2013
    Worldwide, 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
  • Deloitte Canada
    Staff Accountant Ii - Audit & Assurance
    Deloitte Canada Sep 2010 - Sep 2012
    Worldwide, 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
  • Deloitte Canada
    Summer Intern
    Deloitte Canada May 2009 - Aug 2009
    Worldwide, Oo

Wilson Kwan, Cpa, Ca, Cirp, Lit Skills

Ifrs Financial Statements Finance Accounting Quickbooks Accpac Financial Analysis Financial Accounting Financial Reporting Auditing Internal Controls Gaap Microsoft Excel Microsoft Sql Great Plains Software Consolidation Mergers And Acquisitions Tax Assurance Variance Analysis Leadership Business Valuation Investments Analysis Account Reconciliation Corporate Tax Sap Valuation External Audit Financial Modeling Managerial Finance Management Restructuring International Financial Reporting Standards Due Diligence Corporate Finance

Wilson Kwan, Cpa, Ca, Cirp, Lit Education Details

  • Chartered Accountant School Of Business
    Chartered Accountant School Of Business
  • Canadian Association Of Insolvency And Restructuring Professionals
    Canadian Association Of Insolvency And Restructuring Professionals
  • British Columbia Institute Of Technology
    British Columbia Institute Of Technology
    Accounting

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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