William is responsible for overseeing all financial operations. He plays a leading role in the development of the planning process, both strategic and budgetary, from a corporate policy point of view. William is a financial industry veteran with more than 15 years of senior level financial experience garnered from extensive experience in the accounting and finance industry, primarily with Deloitte's and Asora Consulting Limited.
EDUCATION
York University
Bachelor of Administrative Studies (Hons)
1992
CGA Canada
Certified General Accountant
1995
CGA Ontario
Certified General Accountant
1995
Affiliations
Swiss Private Bank
Canadian Client Representative
1998 - Present
Canadian Bank
Approved Referral Source
2001 - Present
Federal Bank
Approved Referral Source
2004 - Present
Bank of Scotland
Asset Trust Administrator
2002 - Present
MAN International
Asset Trust Administrator
2004 - Present
Work Experience
Revenue Canada
Audit – International Tax Department
1990 - 1993
Deloitte & Touche
Auditor
1993 - 1996
Self Employed
Professional Accountant
1996 - Present
Capital Management
- Bowmore Investments Limited – Private Family Fund - currently being managed with assets of $6.8MM USD in conjunction with Swiss Bank. Member: Executive Committee.
- Emerging UK Investments – Private Equity Investor with Stock Market Capitalization. Assets of 13.2MM Pounds Sterling. Member: Asset Management Team.
Corporate Finance:( International): (2003 - 2007)
- Finance Team for merger and acquisition - $13MM (Real Estate)
- Lead on Corporate Restructure - $4MM (Real Estate)
- Project development - $18MM (Caribbean Real Estate Development)
- Resort Development - $25MM (Dominican Republic)
Corporate Finance:( Domestic) (2007)
- Metal Finishing $ 350,000 CSBFA, Term Loan
- Automotive Service $ 200,000 CSBFA
- Hospitality $ 220,000 CSBFA, Term Loan
- Conveyor Systems $3,000,000 CSBFA, Term Loan, Private
- Engineering $2,000,000 Term Loan
- Sub Prime Finance - Automotive $4,000,000 Term Facility
- Store Fixtures $ 250,000 CSBFA
- Halal Slaughter Facility $6,000,000 Term Loan, Line