Employee Name

Expertise

  • Securities and Corporate Finance
  • Mergers, Acquisitions & Divestitures
  • Corporate Governance and Strategic Planning
  • Corporate and Commercial Transactions
  • Charities and Not-For-Profit Organizations

Year of Call

  • 1985, Alberta
  • 1988, Ontario
  • 1991, British Columbia

Education

  • Bachelor of Laws, University of British Columbia, 1984
  • Master of Laws, University of Toronto, 1997
  • Directors Education Program, Haskayne School of Business, 2014
  • ICD. D. (Institute-certified Director), Institute of Corporate Directors, 2014

Professional Associations

  • Canadian Bar Association
  • Calgary Bar Association
  • Institute of Corporate Directors

Teaching & Publications

  • Taught Securities Law for Paralegals at Southern Alberta Institute of Technology

Representative Work

  • Successful exemption application to the Investment Industry Regulatory Organization of Canada
  • Annually completes continuous offering prospectus, annual information form and fund facts for a group of mutual funds.
  • Represented public company during bid process and implemented a related party merger with the successful bidder.

Community Involvement

  • Director, Calgary Convention Centre Authority
  • Director, Distress Centre Calgary
  • Director, Calgary Rotary Challenger Park Society
  • Volunteer, Inn From The Cold