We have surrounded ourselves with top-tier business leaders and advisors from across multiple industries that share their experience and guidance to help our team ensure that we can meet the challenges faced by advisors today.
A Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) with close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning.
Product Development Advisor
Having been part of startups and Fortune 500 companies both in Vancouver and Silicon Valley, Bosky is an entrepreneur, a builder, an innovator, a product strategist and a people coach with 18 years of experience growing SaaS organizations.
Fundraising and Strategy Advisor
A serial entrepreneur and passionate investor, Matt is an advisor or investor in dozens of startups including Alto, Optimizely, Gusto, PhenomPeople, Clora, GrabCAD, Lyte, Worklife, Addressable, Appcues, Lift Aircraft, Cambridge Cancer Genomics, Bank Novo, Tenderd, Taprecruit.
Leadership Mentor and Advisor
A serial entrepreneur with deep technical and business knowledge across various areas. Full company life cycle experience from ideation and customer discovery though extensive IP and inventive product development, including licensing and sales, as well as culture building and growth.
Sales and Business Development Advisor
Private Equity Associate with a history of working in the venture capital and private equity industry. Skilled in Financial Modeling, Portfolio Analysis, Trading, and Sales Management. Strong finance professional with a Master of Business Administration - MBA focused on Accounting, Finance, Entrepreneurship, and Strategic Management from The University of Chicago Booth School of Business.