• Collaborate with the founding team to define and refine the overall investment strategy, identifying key sectors and trends that align with the vision and goals. Contribute to the overall leadership and strategic direction of the company, fostering a culture of innovation, integrity, and excellence.
• Build and maintain strong relationships with entrepreneurs, investors, industry experts, and other stakeholders to enhance deal flow and collaborative opportunities. Actively source, evaluate, and negotiate investment opportunities, conducting thorough due diligence to assess the potential of prospective ventures.
• Provide ongoing support and strategic advice to portfolio companies, leveraging your expertise to help them achieve their growth milestones and navigate challenges. Selected Transactions:
• GBM Pharma Inc.'s $16MM acquisition of Canadian Phytopharmaceuticals Corp in 2022.
• Gene Bio Medical's $2MM seed round equity fundraising from 2022 to 2023.
• PolyCan Health Centre'

• Lead and oversee the origination, implementation, and execution of strategic deal structures and high-stake client engagements, providing guidance on negotiation tactics, financial modeling, and proposal preparation, while acting as a primary consultant from initial assessment to deal closure to ensure alignment with client objectives.
• Manage and mentor a team of 3 senior relationship managers and 4 associate advisors, fostering a collaborative environment that enhances skills in deal-making, client engagement, and strategic business planning, ultimately boosting overall team effectiveness and client satisfaction.
• Awarded "Annual Achiever FY2021," "Imperial Club Member FY2021," and "Q2 FY2021 Moment Maker" awards for achieving professional metrics to ensure clients' banking needs are being met at the highest level.

• Build and maintain strong relationships with a portfolio of business clients, regularly reviewing their business progress and financial needs to offer timely and relevant financial solutions. Grow the assigned portfolio revenue by 423% in 2 years.
• Provide expert financial advice to small and medium-sized enterprises (SMEs), helping them with strategic planning, financial analysis, and decision-making to optimize their operations and growth.
• Awarded "Best of the Best FY2019"Top Performer by finishing first in all KPIs amongst Business Advisors in BC & Yukon Region.

• Develop and maintain relationships with mid-market commercial banking clients, serving their financial needs by providing tailored banking solutions to help them manage and grow their businesses.
• Identify and pursue new business opportunities by networking, attending industry events, and leveraging existing relationships to expand the bank's client base and increase revenue.