Mako Financial Technologies

Take manual out of wealth management! Mako Fintech is bringing the Canadian finance industry forward with automation architecture designed for wealth management processes.
For more information, or to book a demo, visit www.makofintech.com.

Finance Montréal

Mentorship & coaching to fintech ventures at Finance Montreal Fintech Station

Fintech Advisor

McGill Dobson Centre for Entrepreneurship

Judge & Mentor

CoPower

Founded and led Canada’s #1 impact investment company, now proudly owned by VanCity Bank. 
•	Structured & raised private debt funds, Green Bonds, and other vehicles ($50M+ in aggregate deal volume, 100s of retail & institutional investors)
•	Cloud-native onboarding, subscription, reporting and admin platform.
•	VC backed by RBC, Fondaction CSN, Palomino Capital, Ferst Capital, etc.
•	Served as President, UDP/CCO, CTO & Chair of Investment Committee.

President

Equity Crowdfunding Alliance of Canada

A collaborative initiative of the equity-crowdfunding (online investing) industry.
I helped shape strategy and coordinated with other online platforms to host events across Canada, advocate for reasonable updates to securities regulations and educate the public about online investing.

Co-Chair, Online Investment Platforms Committee

Inerjys Ventures

A bold initiative to bridge the gap between VC and infra financing in cleantech.
- Led market research, technology strategy, financial modeling
- Fund structuring, development of offering documents, response to institutional DD
- Sourced VC and infrastructure opportunities, led due diligence process

Associate

McGill University

Research

Calcul Québec

High-Performance Computing (HPC) Analyst

Unix Administrator

TimeSpring Software Corporation (acquired by Double-Take Software, Inc.)

Analyst

Founder & President of Mako Fintech, using technology to take manual out of wealth management.

Previously, I was President & co-founder of CoPower, Canada’s leading impact investing firm, acquired by VanCity Bank.

I don't accept linkedin invites if we haven't met.

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