About Us

Who We Are

We are a team of entrepreneurs, business executives, and investors who understand both how to deliver results for investors and the critical role a robust financial strategy plays in growing a successful enterprise.

R Stewart Thompson

Managing Partner

For me it's about ensuring brilliant entrepreneurs have the financing options they need to transform ideas into reality.
  • 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

Managing Partner

I strive daily to ensure our team, clients, and investors are at the top of their respective leagues.
  • Deloitte Fast 50 Top 10 CEO (2010).
  • E&Y Entrepreneur of the Year (2009).
  • Serial entrepreneur, M&A specialist, lobbyist and angel investor.
  • 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).

Bill Green

Chief Financial Officer

I get great satisfaction from helping people professionally and personally. In the financing space that means going beyond just cutting cheques to provide strategic counsel to entrepreneurs when they need it.
  • 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 specialty in government grants and loan programs.

Dermot Murphy

Accountant

I am looking forward to winter life in Calgary and advancing my career as a member of our team.
  • 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).

Stephanie Du

Controller

Make each and every day better than yesterday.
  • CPA, CGA with more than 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.

Wesley (Wes) Mills

Investment Partner

I enjoy constantly learning and adding value for clients.
  • Over 35 years experience in Finance, Portfolio Management and Asset Allocation.
  • Consultant on Wealth Management to major Credit Union (2018).
  • Chief Investment Officer Schedule A Bank Discretionary Asset Management Group (2011-14).
  • Portfolio Manager; Global Equities (1994-2011), Private Debt (2015-17).
  • Foreign Exchange Trader and Trade Finance Manager (1984-1993).
  • B. Comm, MBA; University of Saskatchewan; Chartered Financial Analyst.

Douglas (DJ) Saxon

Venture partner

I am passionate about making Canada a premiere global destination for technology investors and entrepreneurs.
  • 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.

Bhavik Chauhan

VP Business Development and Marketing

I make sure every day is a success by making progress professionally and personally.
  • Over 20 year 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.

Lynne Croker

Investment Relations Team

Every day brings a new adventure or challenge, and I love being part of the solution.
  • PMP certified with significant experience delivering a diverse range of projects in the private and non-profit sectors.
  • Member of a National winning team, recognized for driving continuous improvement into strategic programs focused on social and economic development.
  • Excellent organizational skills to support executive operations.
  • Strong motivation and desire to achieve company goals which contribute to the success of the team.

Kiran Khuber

Fund Administrator – Diversified Income Fund

I am passionate about creating a top shelf client experience for both internal and external stakeholders
  • 12+ years working primarily with start-ups in the Private Equity space, in a Fund Administration/Client Relations/Back Office role; prior there to with CIBC and the Royal Bank of Canada
  • Close to 5 years in Business Development/Sales
  • Bachelor of Business Administration, University of Regina
  • Kiran is also a Certified Personal Trainer who runs a non-profit fitness program for immigrant women. She can be found spending time with her 2 kids, their dog Rubix and playing competitive soccer.

Natalia Mejia

Marketing executive

Start where you are. Use what you have. Do what you can.
  • 4+ 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).

Andrew Aboud

Financial Analyst

The secret of getting ahead is getting started.
  • 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 .

Maria Falcon

Fund Administrator- Premium Funds

Luck is a matter of preparation meeting opportunity.
  • 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.

Lito Palacios

Senior Accountant

Everything happens for a purpose.
  • Over 20-years experiences in Accounting and Audit – reporting and analysis, systems and procedures review, SAP implementation.

Megan Sutherland

executive assistant

Surround yourself with the dreamers and doers, the believers and thinkers, and especially with those who see greatness within you.
  • 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.

Maggie Yun

BUSINESS DEVELOPMENT EXECUTIVE

The goal is to turn data into information, and information into insight.