• Over a decade of M&A experience
• Specialized on mid-market deals with a strong Quebec based business focus
• Joint Venture/Partnership expertise
• Strong negotiation skills
• Guest M&A speaker for banks
• Equity financing between $1M to $20M
• Debt financing and government grants
Chartered Financial Analyst – CFA – since 2000
CFA institute member in good standing
CBV Candidate
Licenses: CSC, CPH, DFC, DSC
HEC Graduate – Honors, double major accounting/finance
HEC – MBA Strategic Management: 1993
Concordia University – BA Management Information Systems: 1989
Director, Government Assistance Programs
GTC Solutions, a division of BGK Corporate Strategies Inc.
• Financial Assessment, Planning and Implementation
• Estate Planning, (Wills, Mandates, Homologation, Protective Supervision)
• Home Care
• Property Management (residential)
• Assisted-living and institutionalization
• Tax Management
Bachelor of Science Degree-Concordia University: 1980
Graduate Studies in Treasury & Finance, International Business and Taxation-McGill University: 2010
Tutor and Curator for Protected Person: 2008-11
Marketing and Strategic Planning Merck Frosst Canada Inc.: 1980-2006
Managing Director, BGK Seniors Advisory Group Inc.
• Executive Search
• Middle Management Recruiting
• Competitive Mapping and Market Intelligence
Masters in Business Administration, McGill University
Bachelor of Commerce, McGill University
Former Practice Leader, Eastern Canada, Futurestep Canada, A Korn/Ferry International Company
Former Client Partner, Korn/Ferry International and member of the Global Technology Practice
Managing Partner, Wexler & Associates – A Member of the Bessner Gallay Kreisman, L.L.P. Chartered Accountants Group
Our Specialties Advisors are responsible for the leadership, strategic direction and management of their particular areas of service. Working with our Partners, they have developed a distinctive, cooperative and relationship-driven culture that benefits their clients and responds to their particular needs.