our team.
Suzi Halfpenny, CPA, CA | Managing Partner
Suzi is an experienced finance professional with well over a decade of leadership experience primarily in the investment management industry. She has a background in corporate development, financial planning and analysis, investor relations, reporting, and accounting. Suzi is an accountable leader with a proven track record of developing and coaching teams, improving the efficiencies of processes, and adding value to growing organizations. She is a graduate of Wilfrid Laurier University with a Bachelors degree in Economics and Accounting and is a designated Chartered Professional Accountant and Chartered Accountant.
Experience Highlights:
Participated in the launch and fundraising of over $1B in investment strategies for high net worth and institutional clients.
Experience with restructuring entities with complex legal, investment and tax structures used to create synergies among companies, and provide efficient access to capital.
Successfully implemented a full ERP upgrade which included data validation for historical information and enhancements to centralize all data into one location for track record and data integrity purposes.
Designed, documented, implemented, and monitored internal controls over significant business processes and ensured that best practices were maintained through growth.
Designed, implemented and through change management supported the restructuring of teams to allow for career growth and responsibilities aligned to deliverables to internal and external stakeholders.
Served as a finance committee member and a director on companies to assess new investment decisions and oversee compliance requirements.
“Success is not final; failure is not fatal: It is the courage to continue that counts”
Greg Rook, CPA, CA, MAcc | Managing Partner
Greg is a driven finance professional with a background in investment management, financial planning and analysis, financial modeling, capital planning, reporting and accounting. Greg has a distinguished track record of solving problems, improving processes, developing strategy and benchmarks, and building and mentoring teams. He is a graduate of Waterloo University with a Bachelors degree in Accounting and Financial Management and a Masters in Accounting. A designated Chartered Professional Accountant and Chartered Accountant.
Experience Highlights:
Aided in the acquisition and disposition of over $1B in transactions, and successfully integrated operation of the investments within existing platforms positioned to meet return expectations.
Oversaw the valuations and performance of over $10B in gross book value of assets and investments, including setting targets for business units to achieve benchmarks aligned to long term financial performance.
Project managed and lead the implementation of accounting, investment management, and digital transaction software.
Launched, trained and hired new teams and departments to fill gaps and align responsibilities within organizations.
Designed incentivization plans to motivate and align internal stakeholders with the performance of the organization.
Developed debt and financing strategies to increase cash flows and the performance of investments.
Has been consistently recognized internally and externally for delivering excellent services to clients and stakeholders.
“All of our dreams can come true, if we have the courage to pursue them”