Functional Skills

Accounting
Business Development
Organizational Effectiveness
Strategic Planning
Leadership Development
Private Equity Investing
Operations Management

Certifications

CMACertified Management Accountant
CPACertified Public Accountant

Sector Experience

Business Services
Energy
Financial Services
Life Sciences & Pharma
Retail

Languages

English
French
Italian
Spanish

Experience

LUXEUM RENEWABLES GROUP INC. Start-Up
BOARD MEMBER, FOUNDER & Chief Executive Officer
2/2016 - 8/2024
• Utility-scale solar and wind energy development company. Made an acquisition of a 3MW project in 2017 that is currently being expanded to a phased 60MW wind plant in Alberta, in partnership with the Sunshine Hutterite Colony
Phasis Consulting Management Consulting
FOUNDER, PRESIDENT & Chief Executive Officer
8/2003 - 8/2024
• Identify, evaluate and oversee business turnaround, merger & acquisition, business development and new market entry strategies for energy, agricultural and chemical companies. Provide energy industry advisory to Portfolio Managers in Private Equity, Hedge Fund and Family Office clients on global energy investment, including identifying companies for them to invest in
Queen's University Corporate Strategy & Development
BOARD OF GOVERNORS MEMBER
7/2021 - 8/2024
• Board appointed Member of the Audit & Risk Committee member
Bow Valley College Corporate Strategy & Development
BOARD OF GOVERNORS MEMBER
12/2019 - 8/2024
• Government of AB appointed Member and Chair of the Community Relations Committee
Piikani Investment Corporation Corporate Strategy & Development
CHAIR OF THE BOARD
1/2015 - 8/2024
• As Board Chair, develop the strategic direction of PIC and assist, guide and advise Chief & Council on investment, new business opportunities, growth strategies, including review of business plans and risk analysis of Piikani Business Entities
Pure Life Carbon Inc Finance
Chief Financial Officer & BOARD MEMBER
5/2020 - 9/2021
• Grow medium ag-tech corporation focused on the global agricultural business. Oversee the Finance group and establishment of policies, procedures and member of the Board
TECH VENTURE GROUP (QVN), QUEEN'S UNIVERSITY Corporate Strategy & Development
BOARD MEMBER
8/2017 - 6/2021
• Assess technology company needs in Calgary to develop events for Alumni to start and grow their tech venture. This is done through quarterly themed events with expert speakers
Calgary Co-op Corporate Strategy & Development
BOARD MEMBER
3/2015 - 12/2017
• $1.4Bn organization with a pharmacy, travel, energy and grocery business units. Chair of Governance Committee, Member of: Audit, Compensation, Nominations, Co-Op Relations Committees and Board Representative on the Co-Op Foundation and Federated Co-Op
ALUMNI ASSOCIATION, QUEEN'S UNIVERSITY Corporate Strategy & Development
BOARD MEMBER
10/2015 - 7/2017
• As a member of the Executive, assist with planning events to keep Alumni engaged
Exaltexx Inc. Corporate Strategy & Development
BOARD MEMBER
12/2014 - 12/2016
• $25mm oilfield chemical services company. Chaired: Audit, Governance and Compensation Committees. Coached the Executive Team and instrumental in their growth
● SELECTED WORK EXPERIENCE