Corporate Finance, Investment Banking, Accounting, Taxation
I come from a background in Corporate Banking, Investment Banking and Corporate Finance, in roles ranging from junior to senior level.
I have training in corporate credit and experience as credit analyst at one of the world largest international banks. I also have experience in fixed income capital markets.
I have extensive experience with Excel, having worked on spreadsheets, with an emphasis on the building pro-forma financial statements and testing various earning scenarios. I also have experience with Powerpoint.
I am also a published equity analyst, with an emphasis on resource industries (mining oil and gas). I have undergraduate degree and training as a geologist.
I have closed a number of corporate finance transactions, in the range from $5 to $20 million, that realized several hundred thousand dollars in commissions and fees.
I have traveled internationally in the course of my employment as well as in my role as an independent consultant.
Additional courses completed include the Canadian Securities Institute courses : The Canadian Securities Course, the Conduct and Practices Handbook Course and the Partners, Directors and Senior Officers Course.
I hold a U.S. Certified Public Accountant certificate from the State of Illinois, (designation registered with State of Illinois). I also hold a Charted Professional Accountant designation (CPA, CGA) in the Province of Ontario, Canada. I am licensed and insured to provide accounting and tax services, as a sole proprietor, in the Province of Ontario.
I have e-file license with the Government of Canada for the filing of personal and corporate tax returns.
I am fluent in English, French and I speak a little Spanish.
In accordance with CPA Ontario guidelines for independent practitioners. Also subject to Ontario HST for local clients (I have to charge VAT). My rates are simply intended to be competitive, in view of my experience and the talent market. Please send a detailed email for initial review and potential follow up via phone.