Who We Are
We are a team of entrepreneurs, investors, SR&ED tax credits and government funding experts who understand both how to deliver results for investors and the critical role a robust financial and cash flow strategy plays in growing a successful enterprise.
R. Stewart Thompson
Founder and CEO of Valhalla Angels, Canada’s most active angel network with five chapters and investments of $59M in 220 companies to date.
2018 National Angel Capital Organization Angel Investor of the Year and 2014 Startup Canada Angel of the Year.
Sits on six boards and has made 55 investments as an angel. Founded Alberta SuperNet & Khyber Pass Entertainment.
Jason David Neale
Deloitte Fast 50 Top 10 CEO (2010). E&Y Entrepreneur of the Year (2009).
Has raised $150 million is equity, debt, and government financing over the course of his career.
NRC Leaders in Innovation Winner (2009). Successfully led seven exits and seven turnarounds. PhD (Essex, UK), MBA (Columbia, US), MBA (London Business School, UK).
Over 35 years experience in Finance, Portfolio Management, and Asset Allocation. Consultant on Wealth Management to major Credit Union. Chief Investment Officer Schedule A Bank Discretionary Asset Management Group. Portfolio Manager; Global Equities (1994-2011), Private Debt.
vice president business development and marketing
20+ years of experience in Business Development and Marketing.
Former Managing Director for consulting in Government Funding and Cost Optimization.
Networking Specialist and International Socializer.
Soccer Coach for over 20 years.
B.A. Hon. Law & Marketing De Montfort Leicester, UK.
CORPORATE FINANCE DIRECTOR
CFA with deep experience in financial services ranging from Investment Advisor to leading the Corporate Finance/Due Diligence team at Canada’s largest EMD.
Focus on Private Debt/Capital markets including negotiating, structuring, and due diligence on transactions.
Degree in Applied Mathematics with a concentration in Finance and a minor in Statistics.
Andrew has recently passed the Level II exam in the CFA Program, and is looking to complete the final exam and build his work experience to become a CFA Charterholder.
CHIEF FINANCIAL OFFICER
CPA, CMA 25+ years working with start-ups through to large public corporations.
Proven experience in operational and capital planning, business turnarounds.
Advisory services and lobbyist with a specialty in government grants and loan programs.
CPA, CGA with 15+ years of diverse experience in Finance and Accounting working with small private companies to a large public corporation. Broad experience in financial reporting, budgeting, forecasting, cost controls, full cycle accounting and regulatory compliance.
Managed financial reporting for multiple projects portfolio up to $2B.
Managed corporate accounting department for a multi-discipline engineering company with annual sales in excess of $100M.
head investor relations
20 + years of experience in both Private and Public Sector Management, qualified as an Exempt Market Professional (EMP) certified by The Investment Funds Institute of Canada (IFSE). Studying for the Officers, Partners and Directors (OPD) Exam which is a regulatory requirement in National Instrument 31-103 for Chief Compliance Offers, EMDs, Portfolio Managers and Investment Fund Managers. Recognized for driving continuous improvement into strategic programs focused on social and economic regional growth development.
VICE PRESIDENT BUSINESS DEVELOPMENT UK
35+ years at North America Information Technology vendors, building and leading their EMEA teams in Sales Support, Sales Enablement, Business Development, Technical Service Delivery and Product Management.
Lived in UK, France and Silicon Valley.
15 years startup and scale up experience in Collaboration, Broadband, Wi-Fi, Cloud and SaaS Solutions, plus 20 yrs of corporate innovation experience at Cisco and HP.
Dermot joined the OKR team in September, as an accountant. He arrived in Calgary in June 2019 from Ireland.
Just before arriving, he completed his final exam to be admitted to the Association of Chartered Certified Accountants (ACCA). On that final exam (Advanced Financial Management), he placed 1st in Ireland and 9th in the world (out of nearly 11,000 students).
6+ years of extensive experience in public accounting. Migrated to Canada as an international student, worked all the way up from being a Student to Accounting Technician. Experience in handling books of various clients such as non-profit organizations, grocery stores, law firms, construction business, rental properties and gas stations.
Extensive knowledge in handling indigenous clients.
9+ years experience; roles include finance analyst (focused on bond issues, swaps), equity analyst, and employee stock purchase/option plans representative. BS Mathematics (UHM). Outside of work Maria spends her time with her son.
12+ years working primarily with start-ups in the Private Equity space, in a Fund Administration/Client Relations/Back Office role; prior thereto with CIBC and the Royal Bank of Canada.
Close to 5 years in Business Development/Sales.
6+ years experience; past roles include Marketing and Partnerships Director of top level tennis events (ATP Challenger, Davis Cup by BNP Paribas Colombia vs Brazil, Central American and Caribbean Games, among others).
MSc in Multichannel Marketing Management (Italy); Bachelor of Business Administration (Colombia)
More than 5 years experience as Executive Assistant from Walton Global Investments in Calgary, and more than 9 years experience as Senior Secretary with Goldman Sachs in Hong Kong. She also brings Mandarin and Cantonese languages to the team.
12+ years of experience in project and program coordination, administration, evaluation, and communications. BA Applied Psych (Concordia U of E), Cert. Marketing and Strategic Communications (MRU).
Meg enjoys building great corporate culture, supporting high-performance teams, and getting outdoors on the weekends.
BUSINESS DEVELOPMENT EXECUTIVE
10+ years experience in Business Development & Sales Strategy
Supporting the startup community by leveraging skills and expertise as a former entrepreneur of a successful event-management company in Toronto.
business development executive
4 years Business Development and Marketing experience for Canada’s Largest Foodservice broker representing over 20 leading Canadian Manufacturers.
Bachelor of Business Administration with a concentration in Marketing.
business development executive
MBA from the University of Toronto’s Rotman School of Management. Education concentrated on investment banking, management analytics and innovation. Extensive experience in Southeast Asia, Africa and North America. Specializes in bringing innovative funding solutions to the Canadian tech sector through commercial loans and equity investments.
Chat with an advisor
If you are an investor, an entrepreneur, or just want to learn more about OKR Financial, reach out to us and we’ll be happy to help!