I am a strategic finance professional and CFA charterholder supporting medium to early-stage social enterprises to get “investment-ready” and explore capital raising alternatives to achieve their growth objectives.
I am a strategic finance professional and CFA charterholder, predominantly working with medium to early-stage companies to raise capital to achieve their growth objectives. I worked in London, UK for 9+ years at traditional financial institutions and took a keen interest in impact investing following the UK’s establishment of the Social Impact Investment Taskforce in 2013. Moving back to Calgary in the fall of 2015, I had a personal mission to use my financial skill set to support the growth of social finance back here in Alberta. I joined the board of Local Investing YYC, Alberta’s first Community Economic Development Corporation and, together, we raised $520,000 in early 2019 to support three thriving social enterprises. I am excited and committed to working with growth-oriented social ventures to help them get “investment-ready” and connecting them with appropriate sources of capital for the positive benefit for our local communities.
Social Enterprise, Social Finance Investment Readiness