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Fractional Chief Financial Officer

I offer fractional CFO services, as well as strategic decisions, mergers, acquisitions and divestiture advisory. Professional Biography: I started my business career in 1999 at Scotia Capital, one of Canada's largest investment firms. I'm a former registered portfolio manager, providing expert advice to institutional and private clients. As a Director at a mutual fund, I was responsible for over $1 billion in client assets. Since leaving investment management in 2018, I have developed financial, business and investment structures in various sectors, including real estate, automotive manufacturing, senior's housing, and entertainment, aiding Canadian companies in entering global markets. I have been a featured speaker, writer, regular commentator and guest columnist for investment industry conferences, journals and publications, including Investment Executive, Advisors Edge, Advisor's Edge Reports, Profit, and Money.

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    $550.00
    per hour