The Business Financing group maintains a database of traditional and non-traditional lenders and has specific expertise with businesses that are experiencing either rapid growth, a bump in the road, or are in transition. Types of financing Tim’s group can arrange include:

  • asset-based lending (ABL)
  • bridge, bulge, and short-term loans
  • equipment leasing and financing
  • subordinated debt
  • term loans and commercial mortgages (owner occupied)
  • venture and royalty loans, and government funding for early stage companies
  • working capital, factoring, and purchase order financing

Over his career, Tim has developed a detailed hands-on knowledge of diversified commercial industries including manufacturing, service, financial, consumer, transportation, commodities, import and export, distribution, technology, retail, construction, food and beverage, and not-for-profits.

Select client experience

  • 15 years structuring credit, client relationship management, cash management, cross-border banking,
    international trade services, and foreign exchange for a major Canadian bank’s largest
    commercial clients
  • Discretionary investment portfolio management for institutions and high-net-worth individuals
    at an asset management firm
  • Responsible for various aspects of operations, client service, marketing, and public profile in the
    financial community for a boutique private wealth manager

Of interest...

Tim is on the Board of Directors of the Rotary Club of Toronto Eglinton. Rotary is an international organization of volunteers supporting charitable and humanitarian causes.

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Areas of expertise

Insights

Education & qualifications

  • Chartered Investment Manager (CIM®), Canadian Securities Institute (2016)
  • Financial Planner (FPSC Level 1®), Financial Planning Standards Council of Canada (2016)
  • Bachelor of Arts, Economics, Management Labour Relations, University of Toronto (1989)