Areas of expertise: Personal and Business financial planning, Newcomer Market Segmentation, Integration for Newcomers, Design thinking, Data Analytics, Dashboards, Strategic planning and transformation, & Startup Advisory Board.
Current role: Founder & Board Chair Soul Strategic Ventures (UPcomer Capital Ventures, SEi Consulting, Fire-X3) and co-founder of Full Soul and a fibre optics startup as operational CFO of the Board.
Financial Services and Wealth Management Executive experience with 15+ years with leading Canadian Financial Institutions. Five years + Executive experience in Civil Society sector. Certified Financial Planner CFP and Chartered Investment Manager CIM. Expert on challenges and opportunities faced by the newcomer segment. Unleashing potential of UPcomer entrepreneurs by funding, planning, and brokering strategies to ensure startups thrive and achieve their goals. Board governance with a focus on private sector startups, Premier’s Council on Civil Society and Charities, and Alberta Motor Association (AMA) board and investment committee. Graduate of the Directors Education Program from the Institute of Corporate Directors ICD. MSc. Innovation and Entrepreneurship HEC Paris.