With over 100 years of combined experience in manufacturing, investment banking, corporate law, and M&A, our leadership team brings institutional-grade expertise to every acquisition — ensuring every owner receives the fair, professional exit they deserve.

Chairman of the Board
A seasoned financial services executive whose 27-year career at CI Financial Corp. helped shape one of Canada's leading asset and wealth management organizations into a globally recognized platform with nearly $500 billion in assets under management.

President & CEO
A seasoned entrepreneur and operating executive with more than a decade of experience driving revenue growth, scaling businesses, and improving enterprise performance at the intersection of operations, capital formation, and strategic growth.

Legal / Member of the Board
A lawyer since 1977 with more than 45 years of experience across investment, law, pensions, and governance in Canada and internationally. Co-founder of one of Canada's most respected business law firms, now integrated within Norton Rose Fulbright, and former President & CEO of OMERS Strategic Investments.

Investment Banking & Strategy · In Memoriam
A highly accomplished business executive, investment banker, and philanthropist whose career spanned more than 30 years across capital markets, corporate leadership, and institution building. Former Senior Vice President at McLeod Young Weir (later Scotia McLeod) and founder of Investcan Securities.
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