My experience is far-reaching: since 1994 I have advised and managed private and institutional portfolios and structured financing for junior oil and gas companies, and I am past Chair and Member at Large of the University of Calgary Investment Committee.
My start in investing came when my father’s broker at Charlton Securities agreed to mentor me. Next, I worked with First Marathon and Research Capital as an advisor before being recruited to Yorkton Securities, a predecessor firm to Richardson GMP. I moved to Wolverton Securities and advised individual and institutional investors mainly on energy deals, as National Sales Manager I developed their private client group.
I hold my BA in Political Science from the University of Calgary, am a past member of the University’s Board of Governors and still sit on the Alumni Association Board, and advise the Entrepreneurship Program at Mount Royal University’s Bissett School of Business. I have also been active in the Rotary Club of Calgary Olympic since 1994; and have been President twice.