Trustworthy

We work hard with people who share our core values. Our knowledge base is broad and deep, and time-tested through experience. Our relationships provide access to subject-matter experts with proven successes in their own right. It’s what sets us apart. It’s what we value.

  • Principal, CEO

    Ernest Lang

    Ernest Lang

    MBA, CFP, FMA, FCSI

    Principal, CEO

    Email LinkedIn

    About ernest

    Ernest is the founder of Promerita Group. His experience includes being a founding partner of one the leading portfolio and wealth management practices at RBC Dominion Securities, Canada’s largest bank-owned investment dealer and wealth management company. He also has an extensive track record of entrepreneurial success, having been instrumental in establishing several significant enterprises in Canada and abroad. Ernest’s professional experience encompasses corporate acquisitions, structured financial products, equity and debt financing, international trade, real estate finance and development, business start-ups, and multi-asset class investments.

    With his roots in family business, his experience in wealth management and as a multi-industry entrepreneur, coupled with his corporate and finance background, Ernest is frequently relied upon by corporations and private family groups to provide strategic business and financial advice and to develop effective risk management, capital allocation and investment strategies. He has presented these strategies and provided comparative analysis at provincial accounting bodies, international financial industry conferences, global tax and legal firms and has been a university guest lecturer.

    Ernest enjoys lifelong learning and earned “Double Firsts” (First Class Honours with a double major degree in History and English) from the University of British Columbia, holds a specialized MBA degree (Banking, University of London, UK), is a designated Certified Financial Planner (CFP), Financial Management Advisor (FMA), and has been appointed a Fellow of the Canadian Securities Institute (FCSI).

    Ernest has an extensive history of community service as a board director and committee member of a number of leading organizations including the provincial board of the Certified Management Accountants (CMA) of British Columbia where he participated in the original proposal to merge national accounting designations, the national government relations committee for Canada’s pre-eminent financial advisory advocacy and policy association, Vancouver’s Union Gospel Mission as well as the Insurance Council of British Columbia.
    Born in Singapore, Ernest is grateful to have been raised in Vancouver and deeply appreciates living in this corner of the globe. Outside of his professional and community involvement, he prizes time with his wife and two sons, enjoys listening to and playing music and relishes opportunities to expand his culinary horizons through international travel with his family.

  • Senior Administrator

    Wendy Bryan

    Wendy Bryan

    Senior Administrator

    Email

    About wendy

    Wendy brings over three decades of experience in the financial services industry to her role at the Promerita Group. She is responsible for supporting our group’s commitment to extraordinary service for our clients and brings significant experience and expertise in financial administrative systems, operations, financial product illustration, policy underwriting processes and servicing of existing policies and financial structures to her role. Prior to joining Promerita, Wendy had key administrative management roles at a significant Canadian insurance company as well as the most senior administrative responsibilities for the BC insurance brokerage operations of Canada’s largest bank-owned wealth management company.

    Outside of work, Wendy enjoys cheering on the Canucks and the BC Lions, travelling with her husband and spending time with her children and grandchild.

  • Principal, Strategic Wealth Planning

    Vince Cardella

    Vince Cardella

    MBA, CFP, FEA

    Principal, Strategic Wealth Planning

    Email LinkedIn

    About vince

    Vince has almost three decades of professional experience in the financial services industry and is a co-founder and leader of Promerita’s Strategic Wealth Planning practice.

    Vince’s background includes being a member of Standard Life’s product design team where he helped to price and design the company’s first universal life insurance product for the Canadian marketplace; he also led the training and development of its third party sales force and distribution network. From there, Vince had a successful career as an Estate Planning Specialist at RBC Dominion Securities where he was instrumental in creating and implementing some the largest income and preservation strategies in that firm’s history. Vince has also served on the national advisory board and the compliance committee for Manulife.

    Vince’s technical expertise in pricing and designing complex financial products and sophisticated planning structures is complemented by significant training and experience in addressing family business succession and estate planning matters. This combination of expertise and experience has led to him becoming a key adviser to a number of prominent families and also makes him a sought after presenter at national and regional financial and accounting industry conferences, global accounting firms and prominent law firms.

    Committed to lifelong learning and to complement his MBA degree (Finance, Concordia University), Vince has earned both the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council and Family Enterprise Advisor (FEA) designation through the Sauder School of Business at the University of British Columbia. Vince is also a member of the Conference for Advanced Life Underwriting (CALU) and the national Institute of Family Advisors (IFEA).

    Born and educated in Montreal, Vince is happy to trade the weather extremes of La Belle Province for the comparatively balmy climes of the West Coast. Outside of his professional pursuits, Vince enjoys time with his family, reads up on wine reviews, listens to a wide range of music styles, and serves on the board of the Vancouver Chopin Society.

  • Senior Advisor

    Adrian Chan

    Adrian Chan

    Senior Advisor

    Email LinkedIn

    About adrian

    Adrian has several roles at Promerita where he serves as the Senior Advisor to the CEO and is also a member or chairperson for several of our corporate committees.

    Adrian has over three decades of experience as a senior finance executive and international banker to a number of the world’s most prominent business families and corporate groups. Prior to joining Promerita, Adrian was a Vice President at the HSBC Group. He held senior leadership roles, both in retail and commercial banking, business and regional management in Metro Vancouver and in New York City. Adrian has a progressive philosophy to business as his success in banking was built on entrepreneurship and business innovation. Adrian was instrumental in the development and implementation of various initiatives for the HSBC Group including ethnic banking, business transformation, and cross border financing. In his most recent role, Adrian managed a team of senior corporate bankers and led the development and financing strategy for significant national and international commercial transactions.

    Adrian is an alumnus of the University of British Columbia where he earned a Commerce degree in Finance and Urban Land Economics and has a passion for mentoring future business leaders and community service. Among his various roles, Adrian served for many years as a Mentor and an Advisory Board member for the Executive Mentorship Program of the Sauder School of Business and as a Director of the Hong Kong Canada Business Association.

    Outside of his professional pursuits, Adrian enjoys international travel with his wife and practises his expert culinary skills on his grateful friends, family & colleagues. He also contributes his experienced palate and informed opinions at Promerita’s Friday afternoon wine tastings.

  • Principal, Real Estate

    Wendy Chu

    Wendy Chu

    CPA, CMA

    Principal, Real Estate

    Email LinkedIn

    About wendy

    Wendy is a senior investment and finance executive and brings significant experience in all facets of real estate investment and capital financing to her role as Principal with Promerita Group.

    Prior to joining Promerita, Wendy was the Chief Operating Officer for Peterson Group, a leading, Canadian financing group active in real estate investment, development, capital lending and private equity. Over the course of her 15 year tenure, she successfully led that company’s growth from 25 employees to over 800 personnel and was instrumental in the acquisition and financing of a multi-billion dollar portfolio comprising in excess of 5 million square feet of real estate across the country, including several of Canada’s most iconic privately-owned properties.

    In addition to being a designated accounting professional, Wendy holds a commerce degree in Accounting and Economics from the University of Toronto and is a member of the Chartered Professional Accountants of British Columbia and Canada.

    Outside of her professional responsibilities, Wendy enjoys golf, skiing, foodie travel and spending quality time with her husband and triplets.

  • Strategic Advisor

    Rob DesBrisay

    Rob DesBrisay

    Strategic Advisor

    LinkedIn

    About rob

    Rob brings a lifelong passion and significant expertise in real estate to his role at Promerita.

    Rob is currently the Managing Partner for NAI Commercial in BC as well as a member of NAI Global’s Advisory Taskforce. NAI Global is the leading international independent commercial real estate brokerage network and one of the largest commercial real estate advisors and service providers in the world. Globally, the group completes over $45 billion in transactions annually, manages over 300 million square feet of commercial space and provides advisory and real estate services in 55 countries throughout the world.

    After earning a Commerce Degree from the Sauder School of Business (UBC), Rob followed his interest in real estate and developed a successful career at the Vancouver office of one of Canada’s leading real estate brokerage groups where he quickly became a leader and the top performing office leasing agent whilst earning a stellar reputation among his colleagues and clients for high integrity and for consistently maintaining his clients’ best interests paramount. Rob has deep experience in all facets of commercial real estate including founding a respected boutique real estate brokerage company, acting as a principal in asset acquisition, development and divestiture of commercial real estate and has personally managed and completed well over 2,000 commercial real estate leasing and investment transactions.

  • Strategic Advisor

    Rizwan Gehlen

    Rizwan Gehlen

    CPA, CA

    Strategic Advisor

    LinkedIn

    About rizwan

    Rizwan brings a strong background in corporate finance and accounting to his strategic advisory role at the Promerita Group. He is currently the Vice President of Finance of a prominent retirement and assisted living real estate group with locations throughout British Columbia and Alberta. In this role, he has overseen the design and development of various real estate facilities in both British Columbia and Alberta and has been instrumental in overseeing all aspects of finance and risk management matters for the group. Prior to his role in the assisted living real estate sector, Rizwan articled at Ernst & Young where he was quickly promoted to management upon receiving his Chartered Professional Accountant (CPA, CA) designation and subsequently managed a group of real estate investment and development funds, including some of the largest real estate investment portfolios in Canada.

    Rizwan’s business experience is accompanied by significant education and training. He holds a business degree from Simon Fraser University and received his Chartered Accountant designation in 2001. Rizwan has also been honoured by the Institute of Chartered Accountants with an Early Achievement Award for his professional accomplishments.

    In addition to his numerous professional successes, Rizwan has a passion for serving the broader community. As a member of an immigrant family and having seen significant community service modelled by his parents throughout his life, Rizwan was inspired to give back to the community at a young age, and in the 1990s, he helped to found a youth center for Muslim children. Rizwan also serves on the Executive Committee of the Board of Directors for the Vancouver Aquarium where he acts as the society’s treasurer. Rizwan is married with a young family and they enjoy the multicultural and entrepreneurial dynamism of living in the fast growing community of Surrey, BC.

  • Strategic Advisor

    Jim Huth

    Jim Huth

    MBA

    Strategic Advisor

    Email

    About jim

    Jim has a passion for building well-managed, private businesses that emphasize a positive experience for all stakeholders and generate consistent cash flow for investors and owners. For Jim, the greatest professional satisfaction comes through collaboration and partnership with people who share his vision and values.

    In addition to significant entrepreneurial experience, Jim has an extensive professional background in corporate finance, governance, operations, financial management, and all aspects of real estate investment including origination, underwriting, financing and asset management. This background has been developed through 15 years of board directorship in the non-profit sector, senior operational and financial management roles in small and mid-size enterprises and as managing partner of successful real estate investment partnerships. He has led corporate acquisitions, restructuring of debt and equity corporate financing, management buyouts, and implementation of multiple ERP and MRP systems in businesses ranging in size from $4 million to $200 million in annual revenue. Furthermore, Jim was educated in management accounting and earned a MBA in finance from Queen’s University.

    Outside of his professional responsibilities, Jim is an amateur musician and theologian who finds his greatest joy exploring life with his wife Ange and their three children – Liam, Alethia, and Ronan. He is also proudly terrible at golf.

  • Strategic Advisor

    Keith Ippel

    Keith Ippel

    MBA

    Strategic Advisor

    LinkedIn

    About keith

    Keith brings significant angel and venture investment insight and business expertise to his role as a Strategic Advisor and member of Promerita’s Capital Group. With over 15 years experience as a leader in technology-centric businesses, Keith has accelerated the growth of both small and large companies, launched new products, and directly raised and facilitated substantial angel investment and venture capital. Keith’s expertise in the technology and venture space is widely recognized and he has been an advisor to a number of prominent companies including Hootsuite, Brightkit, Control, and Momentum. As a thought leader and corporate mentor, Keith has a proven ability to collaborate with entrepreneurs, employees, and investors to deliver product innovation, corporate growth and business success. Keith is passionate about creating new opportunities that previously did not exist for a diversity of people and is the CEO and co-founder of Spring, a leading Vancouver-based social venture catalyst and business accelerator.

    Keith’s substantial business experience is complemented by his education. Keith earned a business degree from Wilfrid Laurier University and holds a MBA degree from the Ivey School of Business at Western University.

    Apart from his numerous business activities, Keith is an avid cyclist and appreciates opportunities to travel and volunteer internationally, often with his wife and daughter.

  • Manager, Capital & Realty Services

    Kathleen Joe

    Kathleen Joe

    Manager, Capital & Realty Services

    Email LinkedIn

    About kathleen

    Kathleen brings a background in project management and business administration to her role at Promerita. In addition to overseeing the administrative requirements of the group’s Chief Executive Officer, Kathleen manages the operational aspects of our realty services company, and oversees the administration of our group’s capital investments and co-investments by our capital partners.

    Kathleen has managed capital transactions with public companies, and has experience leading and managing significant real estate transactions in a range of market segments, including single and multi-family residential, commercial, strata, industrial and redevelopment land.

    Kathleen holds a business degree with dual concentrations in finance and operations management from the Beedie School of Business at Simon Fraser University and has real estate training through the Sauder School of Business at the University of British Columbia where she is completing her education as a Managing Broker for our realty services company. She is also a licensed associate with Promerita’s realty services company and is a member of the British Columbia Real Estate Association and the Canada Real Estate Association.
    Outside of her work and educational pursuits, Kathleen enjoys international travel – particularly to tropical destinations – and has recently developed an interest in downhill skiing.

  • Strategic Advisor

    Dr. Ezra Kwok

    Dr. Ezra Kwok

    Strategic Advisor

    LinkedIn

    About dr.

    Dr. Ezra Kwok brings an exceptional multidisciplinary scientific background to his role as a Strategic Advisor to Promerita Group where he often leads the assessment and vetting process for business ventures that incorporate highly technical or healthcare-related technologies.

    As an entrepreneur and practicing physician, he has founded several businesses that continue to operate successfully in health-related industries. In his role as Professor of Chemical & Biological Engineering at the University of British Columbia (UBC), Dr. Kwok founded the graduate level Biomedical Engineering Program at the university where he also served as its inaugural Program Director from 2005 to 2010. Dr. Kwok is also a professional engineer and serves as a Board Examiner for the Association of Professional Engineers and Geoscientists of British Columbia. Outside of his academic and business interests, Dr. Kwok co-founded a medical and surgical practice group in Vancouver where he continues to practice as a primary care physician on a part-time basis.

    Dr. Kwok’s professional background is complemented by extensive academic training from several of Canada’s leading universities. He graduated with distinction with a degree in Chemical Engineering and completed his PhD in Computer Process Control from the University of Alberta; he holds a MD degree from McMaster University and completed his residency in Family Medicine. In 2012, he was named the Outstanding Canadian Biomedical Engineer by CMBES. Dr. Kwok’s current research interests include diabetic modeling and control, advanced process control, and osteoarthritic synovial fluid properties. He has published over 50 refereed scientific papers.

    Outside of his professional pursuits and research interests, Dr. Kwok enjoys international travel with his wife and children. He also participates in overseas surgical mission work at least once a year.

  • Principal, Strategic Wealth Planning

    Angela Lang

    Angela Lang

    CPA, CGA, MHA

    Principal, Strategic Wealth Planning

    Email LinkedIn

    About angela

    As a professional accountant and Principal of Promerita Group, Angela oversees the group’s accounting and corporate cash management requirements; in addition, she leads our living benefits insurance practice where she advises private clients in assessing their financial, risk management needs and develops cost-effective wealth, estate and risk management solutions. Angela also has professional experience designing and implementing financial and estate plans for blended families, individuals in second marriage relationships and incorporated professionals.

    Prior to joining Promerita, Angela worked as a financial and business analyst for the largest health region in British Columbia, a public policy researcher for the province’s leading healthcare professional association and as a management executive at one of the world’s largest research-based pharmaceutical companies, GlaxoSmithKline.

    Angela’s academic and educational background complements her professional experience. After completing a degree with Great Distinction in Physiology from McGill University’s science program, Angela worked as a published scientific researcher, furthered her education by completing a master’s degree in health administration (MHA) at the University of British Columbia and was awarded the Chartered Professional Accountant (CPA, CGA) designation, earning multiple academic and professional prizes throughout her master’s degree and accounting training. She is a member of the Conference for Advanced Life Underwriting (CALU) as well as the Chartered Professional Accountants of Canada and British Columbia.

    Born in North Vancouver and currently living in the North Shore with her husband and two wonderful children, Angela enjoys being a globe-trotting foodie during her family’s regular travels abroad.

  • Strategic Advisor

    Mark Lang

    Mark Lang

    CPA, CMA

    Strategic Advisor

    Email LinkedIn

    About mark

    Mark is a professional accountant and brings senior international business experience as the former Chief Executive, current significant shareholder and lead director for the corporate board of a global trade and distribution company with operations in both Canada and Asia. His professional background includes developing financing strategies for mergers and acquisitions and designing corporate risk management and financial controls for international, multi-currency business operations. Mark also has extensive experience as a shareholder and partner of one of Promerita’s investment funding companies where he assesses both business and financial risk for private equity and real estate debt investments and is a member of Promerita’s capital investment committee. Mark’s extensive corporate experience and financial risk management experience is complemented by his education and professional affiliations.

    He was awarded a degree in economics from Queen’s University, graduated from the real estate mortgage brokerage program through UBC’s Sauder School of Business Real Estate Division and holds the Chartered Professional Accountant (CPA, CMA) designation. He is a member of the Chartered Professional Accountants of Canada and British Columbia.

    Mark currently lives on the North Shore with his wife and two children. In his free time, he can often be found training for his next half marathon.

  • Principal, Capital Partners

    Robert Napoli

    Robert Napoli

    CPA, LLB

    Principal, Capital Partners

    Email LinkedIn

    About robert

    Robert is co-founder and managing director of Promerita Capital Partners, our private equity and mezzanine capital business focused on the lower middle market. We focus on partnering with entrepreneurs for succession driven buy-outs and for growth capital.

    Robert has twenty years experience in corporate finance and investment, with the last fourteen in subordinated debt, mezzanine and equity investing. He has completed over 80 deals across various industries, including buyouts, acquisitions and growth financing.
    Prior to joining Promerita Group, Robert was co-founder and vice president of First West Capital, an institutionally backed subordinated debt and mezzanine finance provider for small and medium sized companies, and before that role, Robert had significant roles in investment management and corporate finance with other leading global and regional firms like Vancity Capital & PricewaterhouseCoopers.

    Robert is the President of the Association for Corporate Growth (ACG), BC Chapter, the middle market deal association for corporate finance and M&A professionals.

    Robert’s education complements his professional experience. He holds two Honours Degrees in Commerce and Law from Monash University, Australia along with a Graduate Diploma in Applied Finance and Investment, is a CPA-CA in Canada and Australia and is a former adviser to the Accounting Standards Board of Canada (AcSB) on Accounting Standards for Private Enterprises (ASPE).

    Originally from Australia, Robert lives in Vancouver and enjoys travels abroad with his wife and three children.

  • Director, Marketing

    Rajeev Opal

    Rajeev Opal

    MBA

    Director, Marketing

    Email LinkedIn

    About rajeev

    Rajeev is a leader of Promerita’s marketing initiatives for both our corporate group and our realty services subsidiary. Rajeev brings several years of project management and marketing expertise in the BC residential real estate market, with a particular focus on residential and multifamily projects in the city of Kelowna. With his creativity, passion for business, and expertise in communication, Rajeev brings a strategic approach to marketing that is focused on delivering concrete business results in a range of asset classes and business segments. His thoughtful, integrated approach to marketing communications and focus on service reflect our core values, emphasize quality and create a positive experience for our organization and our clientele.

    Rajeev’s education and professional affiliations complement his professional expertise. He completed his first degree in Political Science and International Development Studies from McGill University and went on to complete a MBA from University of Miami where he specialized in Marketing and International Business. In addition to being a licensed associate with Promerita’s realty services company, Rajeev is a member of the British Columbia Real Estate Association and the Canada Real Estate Association.

    Having returned to Vancouver after living in various other countries, Rajeev enjoys Vancouver’s diversity, has a passion for music and enjoys international travel. You will often find Rajeev and his wife dancing at music festivals or jet-setting to a warm, tropical destination. Rajeev speaks English, French, Spanish & enough Hindi and Punjabi to survive on his travels to India.

  • Strategic Advisor

    Geoff Reed

    Geoff Reed

    MAcc, CPA, CA

    Strategic Advisor

    LinkedIn

    About geoff

    Geoff brings an exceptional background as an entrepreneur, senior finance professional and international corporate director to his role at Promerita where he is a senior member of both our Capital and Real Estate groups.

    Geoff is one of the founders and Chairman of Creation Technologies, a global EMS manufacturing company and one of British Columbia’s largest technology companies. He also serves on numerous corporate and not for profit boards, including Shred-it International, where he participated in its USD $2.3 billion sale and Bulembu Ministries Swaziland, a Christian organization based in Bulembu, Africa that is caring for a generation of orphans who have been victimized by the HIV/AIDS epidemic in the country by creating a sustainable community supported by local enterprise.

    Geoff’s education and professional affiliations complement his business and professional experience. He earned a Masters degree in Accounting (MAcc) from the University of Waterloo and holds the CPA, CA accounting designation.

  • Principal, Corporate Development

    Farid Rohani

    Farid Rohani

    Principal, Corporate Development

    Email LinkedIn

    About farid

    Farid Rohani brings an extensive background as a successful entrepreneur, senior executive and community leader to his role at Promerita. In addition to his extensive business interests and activities, Farid has volunteered for and led many significant organizations as an engaged and contributing citizen since he came to Canada from Iran.

    Farid has held a number of prominent leadership roles both locally and internationally. He served for many years as the Chair of the Laurier Institute and has been appointed a life member of the organization for his involvement and significant contribution to the institute from its original inception in 1989. He was also appointed to the board of the Nowruz Commission, an international organization based in Washington, D.C. that is represented by leading figures in politics, business and the arts whose mandate is to promote the values of peaceful cooperation, multiculturalism and social renewal for humanity. Finally, Farid makes a significant contribution to the local community by serving on the board of the Royal Columbian Hospital Foundation.

    Farid’s business and entrepreneurial experience includes roles at a number of highly successful companies in a range of industries, including serving as President of a multidisciplinary community healthcare provider based in Metro Vancouver, founder of a significant international automotive components distribution company and founding the first multi-outlet consumer video chain store group in BC whilst completing his studies in political science and marketing at the University of British Columbia. In addition to his multi-industry operating business experience, Farid has extensive experience and interests in both real estate development and asset management.

    Despite his significant business achievements and notable social contributions, Farid considers his warm relationships with his wife, children, family and many friends and associates to be his greatest accomplishments.

  • Regional Director

    Alex Russell

    Alex Russell

    MSc

    Regional Director

    Email LinkedIn

    About alex

    Alex brings a decade of experience in management consulting, operations, corporate development & advisory work in various industries spanning technology to renewable energy & real estate to his role at Promerita. Most notably, Alex was a principal and member of the senior leadership team at Canadian Bioenergy Corporation – a pioneering biofuels business that was subsequently acquired by the Archers Daniels Midland Company in 2011. In this role, he led the transition of the company’s distribution channels from commercial clients to global energy companies like Chevron, Suncor, Esso & Petro Canada.

    As Regional Director based in Victoria, Vancouver Island, Alex helps our high value clients in the Capital Regional District identify opportunities to enhance their business objectives and financial outcomes by connecting them to the appropriate expertise within our corporate group and extended network. In addition, as part of our Private Capital, Advisory & Realty Services teams, Alex leads Promerita’s management consulting and realty services engagements on Vancouver Island where he leverages his experience to advise our private and corporate clients on operational, financial management and marketing strategy.

    Alex’s multidisciplinary business experience and financial insight is complemented by his education. In addition to earning a degree in Environmental Studies at the University of Victoria, Alex holds a Master of Science degree in Resource Management from UBC, from which he developed proficiency in the integrated and quantitative analysis of complex systems, and is a licensed associate with Promerita’s realty services company.

    When he is not hard at work connecting our clients to people, capital and opportunity in Promerita, Alex enjoys tennis and other recreational activities with his wife and three children in the beautiful city of Victoria, BC.

  • Strategic Advisor

    David Schincariol

    David Schincariol

    MBA, CMC, CPA, CMA, PMP

    Strategic Advisor

    Email

    About david

    David is a management consultant and brings a diverse professional background spanning finance, technology, accounting, marketing, and operations management to his role as a strategic advisor and member of Promerita’s capital group. David also has a successful background as entrepreneur, having built several start-up companies of his own, most notably a significant financial software company that had operations in Canada, the US, Europe and Asia adopt and deploy its product. David’s experience includes being a partner in an international management consulting firm where his business management strategies were instrumental in decreasing business risk for entrepreneurs and increasing returns for investors.

    Early in David’s career, he served as a Senior Manager in a large multinational bank. There he worked on projects that were deployed across 85 countries, giving him unique exposure to cost leadership opportunities provided by international outsourcing. As a result, he has established strong connections in international markets.

    Most recently, David’s engagement with Canada’s Federal Government is helping to address the country’s productivity gap through the Digital Technology Adoption Program. Working with IRAP Management Advisory Service, David plays a key role in identifying and starting new ventures that will move the national innovation agenda, and provides him access and insight to a significant pipeline of business opportunities.

    David’s extensive business experience is complemented by his education, professional affiliations and his role as a business educator. David earned a science degree and a MBA degree from the University of Toronto and is the author of three published business books; he is also a certified professional member and instructor trainer for the Canadian Association of Management Consultants, and holds the CMC designation. Furthermore, he is a designated Chartered Professional Accountant (CPA, CMA) and a certified Project Management Professional (PMP). In addition to his professional education and qualifications, David is a member of several corporate boards and is a volunteer executive mentor for the Innovation Factory and New Ventures BC.

  • Principal, Real Estate Advisory & Services

    Hunt Tse

    Hunt Tse

    P.Eng

    Principal, Real Estate Advisory & Services

    Email

    About hunt

    Hunt has over three decades of professional experience in various aspects of the real estate industry and leads Promerita’s realty services subsidiary, Promerita Realty.

    Hunt’s background includes quantity-surveying, costing assessment, oversight of large scale commercial, retail and residential highrise developments, construction management of heavy industrial facilities and property development experience in major Canadian centres like Montreal, Toronto, Calgary and Vancouver. In 2001, he founded his own real estate valuation and services company which became Promerita Realty and in recent years, has been providing his redevelopment and subdivision valuation expertise to one of Vancouver’s leading land assembly teams.

    Hunt’s experience is complemented by his education and professional affiliations. He holds a degree in Civil Engineering from Carleton University, a diploma in Urban Land Economics with an Appraisal specialization from the University of British Columbia, is a registered Professional Engineer and is a current member of the Association of Professional Engineers and Geoscientists of British Columbia. Hunt is also licensed as a Managing Broker with the Real Estate Council of British Columbia.

    Born in China, Hunt spent his youth in Hong Kong before immigrating to Canada. He is fluent in Cantonese and has a good working facility in Mandarin. Having lived in various cities throughout Canada, Hunt is delighted he made Vancouver his hometown almost four decades ago. When he is not busy overseeing a real estate transaction, providing financial and investment analysis for a site assembly or development project, Hunt enjoys practicing Tai Chi Chuan and making regular trips to Toronto with his wife to visit their daughter.

  • Director, International Business

    King Yip

    King Yip

    Director, International Business

    Email

    About king

    Born in Hong Kong, but having completed the majority of his education and business experience in Canada, and having lived in Hong Kong, Toronto, Victoria and Vancouver, King is fluently multilingual and brings a strong cross-cultural understanding of various Canadian regions and international markets to his role at Promerita.

    As a graduate of the University of British Columbia, King was actively engaged in marketing and advertising throughout his undergraduate studies. After completing his first degree, King quickly recognized the importance of the real estate industry in his adopted hometown of Vancouver and furthered his education in real estate through the Sauder School of Business at UBC. King has completed advanced education in real estate brokerage management and operations and is involved in management of Promerita’s realty services company as the associate broker. In addition, King is a member of the British Columbia Real Estate Association and the Canada Real Estate Association. To complement his award-winning, professional background in real estate, King also has significant experience in large scale project marketing, retail management, international marketing and business development.

    Outside of work, King enjoys international travel, watching professional sports and occasionally picks up his drumsticks as an amateur percussionist.

  • Principal, CEO

    Ernest Lang

    Ernest Lang

    MBA, CFP, FMA, FCSI

    Principal, CEO

    Email LinkedIn

    About ernest

    Ernest is the founder of Promerita Group. His experience includes being a founding partner of one the leading portfolio and wealth management practices at RBC Dominion Securities, Canada’s largest bank-owned investment dealer and wealth management company. He also has an extensive track record of entrepreneurial success, having been instrumental in establishing several significant enterprises in Canada and abroad. Ernest’s professional experience encompasses corporate acquisitions, structured financial products, equity and debt financing, international trade, real estate finance and development, business start-ups, and multi-asset class investments.

    With his roots in family business, his experience in wealth management and as a multi-industry entrepreneur, coupled with his corporate and finance background, Ernest is frequently relied upon by corporations and private family groups to provide strategic business and financial advice and to develop effective risk management, capital allocation and investment strategies. He has presented these strategies and provided comparative analysis at provincial accounting bodies, international financial industry conferences, global tax and legal firms and has been a university guest lecturer.

    Ernest enjoys lifelong learning and earned “Double Firsts” (First Class Honours with a double major degree in History and English) from the University of British Columbia, holds a specialized MBA degree (Banking, University of London, UK), is a designated Certified Financial Planner (CFP), Financial Management Advisor (FMA), and has been appointed a Fellow of the Canadian Securities Institute (FCSI).

    Ernest has an extensive history of community service as a board director and committee member of a number of leading organizations including the provincial board of the Certified Management Accountants (CMA) of British Columbia where he participated in the original proposal to merge national accounting designations, the national government relations committee for Canada’s pre-eminent financial advisory advocacy and policy association, Vancouver’s Union Gospel Mission as well as the Insurance Council of British Columbia.
    Born in Singapore, Ernest is grateful to have been raised in Vancouver and deeply appreciates living in this corner of the globe. Outside of his professional and community involvement, he prizes time with his wife and two sons, enjoys listening to and playing music and relishes opportunities to expand his culinary horizons through international travel with his family.

  • Principal, Strategic Wealth Planning

    Vince Cardella

    Vince Cardella

    MBA, CFP, FEA

    Principal, Strategic Wealth Planning

    Email LinkedIn

    About vince

    Vince has almost three decades of professional experience in the financial services industry and is a co-founder and leader of Promerita’s Strategic Wealth Planning practice.

    Vince’s background includes being a member of Standard Life’s product design team where he helped to price and design the company’s first universal life insurance product for the Canadian marketplace; he also led the training and development of its third party sales force and distribution network. From there, Vince had a successful career as an Estate Planning Specialist at RBC Dominion Securities where he was instrumental in creating and implementing some the largest income and preservation strategies in that firm’s history. Vince has also served on the national advisory board and the compliance committee for Manulife.

    Vince’s technical expertise in pricing and designing complex financial products and sophisticated planning structures is complemented by significant training and experience in addressing family business succession and estate planning matters. This combination of expertise and experience has led to him becoming a key adviser to a number of prominent families and also makes him a sought after presenter at national and regional financial and accounting industry conferences, global accounting firms and prominent law firms.

    Committed to lifelong learning and to complement his MBA degree (Finance, Concordia University), Vince has earned both the Certified Financial Planner (CFP) designation from the Financial Planning Standards Council and Family Enterprise Advisor (FEA) designation through the Sauder School of Business at the University of British Columbia. Vince is also a member of the Conference for Advanced Life Underwriting (CALU) and the national Institute of Family Advisors (IFEA).

    Born and educated in Montreal, Vince is happy to trade the weather extremes of La Belle Province for the comparatively balmy climes of the West Coast. Outside of his professional pursuits, Vince enjoys time with his family, reads up on wine reviews, listens to a wide range of music styles, and serves on the board of the Vancouver Chopin Society.

  • Principal, Real Estate

    Wendy Chu

    Wendy Chu

    CPA, CMA

    Principal, Real Estate

    Email LinkedIn

    About wendy

    Wendy is a senior investment and finance executive and brings significant experience in all facets of real estate investment and capital financing to her role as Principal with Promerita Group.

    Prior to joining Promerita, Wendy was the Chief Operating Officer for Peterson Group, a leading, Canadian financing group active in real estate investment, development, capital lending and private equity. Over the course of her 15 year tenure, she successfully led that company’s growth from 25 employees to over 800 personnel and was instrumental in the acquisition and financing of a multi-billion dollar portfolio comprising in excess of 5 million square feet of real estate across the country, including several of Canada’s most iconic privately-owned properties.

    In addition to being a designated accounting professional, Wendy holds a commerce degree in Accounting and Economics from the University of Toronto and is a member of the Chartered Professional Accountants of British Columbia and Canada.

    Outside of her professional responsibilities, Wendy enjoys golf, skiing, foodie travel and spending quality time with her husband and triplets.

  • Principal, Strategic Wealth Planning

    Angela Lang

    Angela Lang

    CPA, CGA, MHA

    Principal, Strategic Wealth Planning

    Email LinkedIn

    About angela

    As a professional accountant and Principal of Promerita Group, Angela oversees the group’s accounting and corporate cash management requirements; in addition, she leads our living benefits insurance practice where she advises private clients in assessing their financial, risk management needs and develops cost-effective wealth, estate and risk management solutions. Angela also has professional experience designing and implementing financial and estate plans for blended families, individuals in second marriage relationships and incorporated professionals.

    Prior to joining Promerita, Angela worked as a financial and business analyst for the largest health region in British Columbia, a public policy researcher for the province’s leading healthcare professional association and as a management executive at one of the world’s largest research-based pharmaceutical companies, GlaxoSmithKline.

    Angela’s academic and educational background complements her professional experience. After completing a degree with Great Distinction in Physiology from McGill University’s science program, Angela worked as a published scientific researcher, furthered her education by completing a master’s degree in health administration (MHA) at the University of British Columbia and was awarded the Chartered Professional Accountant (CPA, CGA) designation, earning multiple academic and professional prizes throughout her master’s degree and accounting training. She is a member of the Conference for Advanced Life Underwriting (CALU) as well as the Chartered Professional Accountants of Canada and British Columbia.

    Born in North Vancouver and currently living in the North Shore with her husband and two wonderful children, Angela enjoys being a globe-trotting foodie during her family’s regular travels abroad.

  • Principal, Capital Partners

    Robert Napoli

    Robert Napoli

    CPA, LLB

    Principal, Capital Partners

    Email LinkedIn

    About robert

    Robert is co-founder and managing director of Promerita Capital Partners, our private equity and mezzanine capital business focused on the lower middle market. We focus on partnering with entrepreneurs for succession driven buy-outs and for growth capital.

    Robert has twenty years experience in corporate finance and investment, with the last fourteen in subordinated debt, mezzanine and equity investing. He has completed over 80 deals across various industries, including buyouts, acquisitions and growth financing.
    Prior to joining Promerita Group, Robert was co-founder and vice president of First West Capital, an institutionally backed subordinated debt and mezzanine finance provider for small and medium sized companies, and before that role, Robert had significant roles in investment management and corporate finance with other leading global and regional firms like Vancity Capital & PricewaterhouseCoopers.

    Robert is the President of the Association for Corporate Growth (ACG), BC Chapter, the middle market deal association for corporate finance and M&A professionals.

    Robert’s education complements his professional experience. He holds two Honours Degrees in Commerce and Law from Monash University, Australia along with a Graduate Diploma in Applied Finance and Investment, is a CPA-CA in Canada and Australia and is a former adviser to the Accounting Standards Board of Canada (AcSB) on Accounting Standards for Private Enterprises (ASPE).

    Originally from Australia, Robert lives in Vancouver and enjoys travels abroad with his wife and three children.

  • Principal, Corporate Development

    Farid Rohani

    Farid Rohani

    Principal, Corporate Development

    Email LinkedIn

    About farid

    Farid Rohani brings an extensive background as a successful entrepreneur, senior executive and community leader to his role at Promerita. In addition to his extensive business interests and activities, Farid has volunteered for and led many significant organizations as an engaged and contributing citizen since he came to Canada from Iran.

    Farid has held a number of prominent leadership roles both locally and internationally. He served for many years as the Chair of the Laurier Institute and has been appointed a life member of the organization for his involvement and significant contribution to the institute from its original inception in 1989. He was also appointed to the board of the Nowruz Commission, an international organization based in Washington, D.C. that is represented by leading figures in politics, business and the arts whose mandate is to promote the values of peaceful cooperation, multiculturalism and social renewal for humanity. Finally, Farid makes a significant contribution to the local community by serving on the board of the Royal Columbian Hospital Foundation.

    Farid’s business and entrepreneurial experience includes roles at a number of highly successful companies in a range of industries, including serving as President of a multidisciplinary community healthcare provider based in Metro Vancouver, founder of a significant international automotive components distribution company and founding the first multi-outlet consumer video chain store group in BC whilst completing his studies in political science and marketing at the University of British Columbia. In addition to his multi-industry operating business experience, Farid has extensive experience and interests in both real estate development and asset management.

    Despite his significant business achievements and notable social contributions, Farid considers his warm relationships with his wife, children, family and many friends and associates to be his greatest accomplishments.

  • Principal, Real Estate Advisory & Services

    Hunt Tse

    Hunt Tse

    P.Eng

    Principal, Real Estate Advisory & Services

    Email

    About hunt

    Hunt has over three decades of professional experience in various aspects of the real estate industry and leads Promerita’s realty services subsidiary, Promerita Realty.

    Hunt’s background includes quantity-surveying, costing assessment, oversight of large scale commercial, retail and residential highrise developments, construction management of heavy industrial facilities and property development experience in major Canadian centres like Montreal, Toronto, Calgary and Vancouver. In 2001, he founded his own real estate valuation and services company which became Promerita Realty and in recent years, has been providing his redevelopment and subdivision valuation expertise to one of Vancouver’s leading land assembly teams.

    Hunt’s experience is complemented by his education and professional affiliations. He holds a degree in Civil Engineering from Carleton University, a diploma in Urban Land Economics with an Appraisal specialization from the University of British Columbia, is a registered Professional Engineer and is a current member of the Association of Professional Engineers and Geoscientists of British Columbia. Hunt is also licensed as a Managing Broker with the Real Estate Council of British Columbia.

    Born in China, Hunt spent his youth in Hong Kong before immigrating to Canada. He is fluent in Cantonese and has a good working facility in Mandarin. Having lived in various cities throughout Canada, Hunt is delighted he made Vancouver his hometown almost four decades ago. When he is not busy overseeing a real estate transaction, providing financial and investment analysis for a site assembly or development project, Hunt enjoys practicing Tai Chi Chuan and making regular trips to Toronto with his wife to visit their daughter.

  • Senior Administrator

    Wendy Bryan

    Wendy Bryan

    Senior Administrator

    Wendy.Bryan@promerita.com

    About wendy

    Wendy brings over three decades of experience in the financial services industry to her role at the Promerita Group. She is responsible for supporting our group’s commitment to extraordinary service for our clients and brings significant experience and expertise in financial administrative systems, operations, financial product illustration, policy underwriting processes and servicing of existing policies and financial structures to her role. Prior to joining Promerita, Wendy had key administrative management roles at a significant Canadian insurance company as well as the most senior administrative responsibilities for the BC insurance brokerage operations of Canada’s largest bank-owned wealth management company.

    Outside of work, Wendy enjoys cheering on the Canucks and the BC Lions, travelling with her husband and spending time with her children and grandchild.

  • Manager, Capital & Realty Services

    Kathleen Joe

    Kathleen Joe

    Manager, Capital & Realty Services

    Kathleen.Joe@promerita.com LinkedIn

    About kathleen

    Kathleen brings a background in project management and business administration to her role at Promerita. In addition to overseeing the administrative requirements of the group’s Chief Executive Officer, Kathleen manages the operational aspects of our realty services company, and oversees the administration of our group’s capital investments and co-investments by our capital partners.

    Kathleen has managed capital transactions with public companies, and has experience leading and managing significant real estate transactions in a range of market segments, including single and multi-family residential, commercial, strata, industrial and redevelopment land.

    Kathleen holds a business degree with dual concentrations in finance and operations management from the Beedie School of Business at Simon Fraser University and has real estate training through the Sauder School of Business at the University of British Columbia where she is completing her education as a Managing Broker for our realty services company. She is also a licensed associate with Promerita’s realty services company and is a member of the British Columbia Real Estate Association and the Canada Real Estate Association.
    Outside of her work and educational pursuits, Kathleen enjoys international travel – particularly to tropical destinations – and has recently developed an interest in downhill skiing.

  • Director, Marketing

    Rajeev Opal

    Rajeev Opal

    MBA

    Director, Marketing

    Rajeev.Opal@promerita.com LinkedIn

    About rajeev

    Rajeev is a leader of Promerita’s marketing initiatives for both our corporate group and our realty services subsidiary. Rajeev brings several years of project management and marketing expertise in the BC residential real estate market, with a particular focus on residential and multifamily projects in the city of Kelowna. With his creativity, passion for business, and expertise in communication, Rajeev brings a strategic approach to marketing that is focused on delivering concrete business results in a range of asset classes and business segments. His thoughtful, integrated approach to marketing communications and focus on service reflect our core values, emphasize quality and create a positive experience for our organization and our clientele.

    Rajeev’s education and professional affiliations complement his professional expertise. He completed his first degree in Political Science and International Development Studies from McGill University and went on to complete a MBA from University of Miami where he specialized in Marketing and International Business. In addition to being a licensed associate with Promerita’s realty services company, Rajeev is a member of the British Columbia Real Estate Association and the Canada Real Estate Association.

    Having returned to Vancouver after living in various other countries, Rajeev enjoys Vancouver’s diversity, has a passion for music and enjoys international travel. You will often find Rajeev and his wife dancing at music festivals or jet-setting to a warm, tropical destination. Rajeev speaks English, French, Spanish & enough Hindi and Punjabi to survive on his travels to India.

  • Regional Director

    Alex Russell

    Alex Russell

    MSc

    Regional Director

    Alex.Russell@promerita.com LinkedIn

    About alex

    Alex brings a decade of experience in management consulting, operations, corporate development & advisory work in various industries spanning technology to renewable energy & real estate to his role at Promerita. Most notably, Alex was a principal and member of the senior leadership team at Canadian Bioenergy Corporation – a pioneering biofuels business that was subsequently acquired by the Archers Daniels Midland Company in 2011. In this role, he led the transition of the company’s distribution channels from commercial clients to global energy companies like Chevron, Suncor, Esso & Petro Canada.

    As Regional Director based in Victoria, Vancouver Island, Alex helps our high value clients in the Capital Regional District identify opportunities to enhance their business objectives and financial outcomes by connecting them to the appropriate expertise within our corporate group and extended network. In addition, as part of our Private Capital, Advisory & Realty Services teams, Alex leads Promerita’s management consulting and realty services engagements on Vancouver Island where he leverages his experience to advise our private and corporate clients on operational, financial management and marketing strategy.

    Alex’s multidisciplinary business experience and financial insight is complemented by his education. In addition to earning a degree in Environmental Studies at the University of Victoria, Alex holds a Master of Science degree in Resource Management from UBC, from which he developed proficiency in the integrated and quantitative analysis of complex systems, and is a licensed associate with Promerita’s realty services company.

    When he is not hard at work connecting our clients to people, capital and opportunity in Promerita, Alex enjoys tennis and other recreational activities with his wife and three children in the beautiful city of Victoria, BC.

  • Director, International Business

    King Yip

    King Yip

    Director, International Business

    King.Yip@promerita.com

    About king

    Born in Hong Kong, but having completed the majority of his education and business experience in Canada, and having lived in Hong Kong, Toronto, Victoria and Vancouver, King is fluently multilingual and brings a strong cross-cultural understanding of various Canadian regions and international markets to his role at Promerita.

    As a graduate of the University of British Columbia, King was actively engaged in marketing and advertising throughout his undergraduate studies. After completing his first degree, King quickly recognized the importance of the real estate industry in his adopted hometown of Vancouver and furthered his education in real estate through the Sauder School of Business at UBC. King has completed advanced education in real estate brokerage management and operations and is involved in management of Promerita’s realty services company as the associate broker. In addition, King is a member of the British Columbia Real Estate Association and the Canada Real Estate Association. To complement his award-winning, professional background in real estate, King also has significant experience in large scale project marketing, retail management, international marketing and business development.

    Outside of work, King enjoys international travel, watching professional sports and occasionally picks up his drumsticks as an amateur percussionist.

  • Senior Advisor

    Adrian Chan

    Adrian Chan

    Senior Advisor

    Adrian.Chan@promerita.com LinkedIn

    About adrian

    Adrian has several roles at Promerita where he serves as the Senior Advisor to the CEO and is also a member or chairperson for several of our corporate committees.

    Adrian has over three decades of experience as a senior finance executive and international banker to a number of the world’s most prominent business families and corporate groups. Prior to joining Promerita, Adrian was a Vice President at the HSBC Group. He held senior leadership roles, both in retail and commercial banking, business and regional management in Metro Vancouver and in New York City. Adrian has a progressive philosophy to business as his success in banking was built on entrepreneurship and business innovation. Adrian was instrumental in the development and implementation of various initiatives for the HSBC Group including ethnic banking, business transformation, and cross border financing. In his most recent role, Adrian managed a team of senior corporate bankers and led the development and financing strategy for significant national and international commercial transactions.

    Adrian is an alumnus of the University of British Columbia where he earned a Commerce degree in Finance and Urban Land Economics and has a passion for mentoring future business leaders and community service. Among his various roles, Adrian served for many years as a Mentor and an Advisory Board member for the Executive Mentorship Program of the Sauder School of Business and as a Director of the Hong Kong Canada Business Association.

    Outside of his professional pursuits, Adrian enjoys international travel with his wife and practises his expert culinary skills on his grateful friends, family & colleagues. He also contributes his experienced palate and informed opinions at Promerita’s Friday afternoon wine tastings.

  • Strategic Advisor

    Rob DesBrisay

    Rob DesBrisay

    Strategic Advisor

    LinkedIn

    About rob

    Rob brings a lifelong passion and significant expertise in real estate to his role at Promerita.

    Rob is currently the Managing Partner for NAI Commercial in BC as well as a member of NAI Global’s Advisory Taskforce. NAI Global is the leading international independent commercial real estate brokerage network and one of the largest commercial real estate advisors and service providers in the world. Globally, the group completes over $45 billion in transactions annually, manages over 300 million square feet of commercial space and provides advisory and real estate services in 55 countries throughout the world.

    After earning a Commerce Degree from the Sauder School of Business (UBC), Rob followed his interest in real estate and developed a successful career at the Vancouver office of one of Canada’s leading real estate brokerage groups where he quickly became a leader and the top performing office leasing agent whilst earning a stellar reputation among his colleagues and clients for high integrity and for consistently maintaining his clients’ best interests paramount. Rob has deep experience in all facets of commercial real estate including founding a respected boutique real estate brokerage company, acting as a principal in asset acquisition, development and divestiture of commercial real estate and has personally managed and completed well over 2,000 commercial real estate leasing and investment transactions.

  • Strategic Advisor

    Rizwan Gehlen

    Rizwan Gehlen

    CPA, CA

    Strategic Advisor

    LinkedIn

    About rizwan

    Rizwan brings a strong background in corporate finance and accounting to his strategic advisory role at the Promerita Group. He is currently the Vice President of Finance of a prominent retirement and assisted living real estate group with locations throughout British Columbia and Alberta. In this role, he has overseen the design and development of various real estate facilities in both British Columbia and Alberta and has been instrumental in overseeing all aspects of finance and risk management matters for the group. Prior to his role in the assisted living real estate sector, Rizwan articled at Ernst & Young where he was quickly promoted to management upon receiving his Chartered Professional Accountant (CPA, CA) designation and subsequently managed a group of real estate investment and development funds, including some of the largest real estate investment portfolios in Canada.

    Rizwan’s business experience is accompanied by significant education and training. He holds a business degree from Simon Fraser University and received his Chartered Accountant designation in 2001. Rizwan has also been honoured by the Institute of Chartered Accountants with an Early Achievement Award for his professional accomplishments.

    In addition to his numerous professional successes, Rizwan has a passion for serving the broader community. As a member of an immigrant family and having seen significant community service modelled by his parents throughout his life, Rizwan was inspired to give back to the community at a young age, and in the 1990s, he helped to found a youth center for Muslim children. Rizwan also serves on the Executive Committee of the Board of Directors for the Vancouver Aquarium where he acts as the society’s treasurer. Rizwan is married with a young family and they enjoy the multicultural and entrepreneurial dynamism of living in the fast growing community of Surrey, BC.

  • Strategic Advisor

    Jim Huth

    Jim Huth

    MBA

    Strategic Advisor

    Jim.Huth@promerita.com

    About jim

    Jim has a passion for building well-managed, private businesses that emphasize a positive experience for all stakeholders and generate consistent cash flow for investors and owners. For Jim, the greatest professional satisfaction comes through collaboration and partnership with people who share his vision and values.

    In addition to significant entrepreneurial experience, Jim has an extensive professional background in corporate finance, governance, operations, financial management, and all aspects of real estate investment including origination, underwriting, financing and asset management. This background has been developed through 15 years of board directorship in the non-profit sector, senior operational and financial management roles in small and mid-size enterprises and as managing partner of successful real estate investment partnerships. He has led corporate acquisitions, restructuring of debt and equity corporate financing, management buyouts, and implementation of multiple ERP and MRP systems in businesses ranging in size from $4 million to $200 million in annual revenue. Furthermore, Jim was educated in management accounting and earned a MBA in finance from Queen’s University.

    Outside of his professional responsibilities, Jim is an amateur musician and theologian who finds his greatest joy exploring life with his wife Ange and their three children – Liam, Alethia, and Ronan. He is also proudly terrible at golf.

  • Strategic Advisor

    Keith Ippel

    Keith Ippel

    MBA

    Strategic Advisor

    LinkedIn

    About keith

    Keith brings significant angel and venture investment insight and business expertise to his role as a Strategic Advisor and member of Promerita’s Capital Group. With over 15 years experience as a leader in technology-centric businesses, Keith has accelerated the growth of both small and large companies, launched new products, and directly raised and facilitated substantial angel investment and venture capital. Keith’s expertise in the technology and venture space is widely recognized and he has been an advisor to a number of prominent companies including Hootsuite, Brightkit, Control, and Momentum. As a thought leader and corporate mentor, Keith has a proven ability to collaborate with entrepreneurs, employees, and investors to deliver product innovation, corporate growth and business success. Keith is passionate about creating new opportunities that previously did not exist for a diversity of people and is the CEO and co-founder of Spring, a leading Vancouver-based social venture catalyst and business accelerator.

    Keith’s substantial business experience is complemented by his education. Keith earned a business degree from Wilfrid Laurier University and holds a MBA degree from the Ivey School of Business at Western University.

    Apart from his numerous business activities, Keith is an avid cyclist and appreciates opportunities to travel and volunteer internationally, often with his wife and daughter.

  • Strategic Advisor

    Dr. Ezra Kwok

    Dr. Ezra Kwok

    Strategic Advisor

    LinkedIn

    About dr.

    Dr. Ezra Kwok brings an exceptional multidisciplinary scientific background to his role as a Strategic Advisor to Promerita Group where he often leads the assessment and vetting process for business ventures that incorporate highly technical or healthcare-related technologies.

    As an entrepreneur and practicing physician, he has founded several businesses that continue to operate successfully in health-related industries. In his role as Professor of Chemical & Biological Engineering at the University of British Columbia (UBC), Dr. Kwok founded the graduate level Biomedical Engineering Program at the university where he also served as its inaugural Program Director from 2005 to 2010. Dr. Kwok is also a professional engineer and serves as a Board Examiner for the Association of Professional Engineers and Geoscientists of British Columbia. Outside of his academic and business interests, Dr. Kwok co-founded a medical and surgical practice group in Vancouver where he continues to practice as a primary care physician on a part-time basis.

    Dr. Kwok’s professional background is complemented by extensive academic training from several of Canada’s leading universities. He graduated with distinction with a degree in Chemical Engineering and completed his PhD in Computer Process Control from the University of Alberta; he holds a MD degree from McMaster University and completed his residency in Family Medicine. In 2012, he was named the Outstanding Canadian Biomedical Engineer by CMBES. Dr. Kwok’s current research interests include diabetic modeling and control, advanced process control, and osteoarthritic synovial fluid properties. He has published over 50 refereed scientific papers.

    Outside of his professional pursuits and research interests, Dr. Kwok enjoys international travel with his wife and children. He also participates in overseas surgical mission work at least once a year.

  • Strategic Advisor

    Mark Lang

    Mark Lang

    CPA, CMA

    Strategic Advisor

    Mark.Lang@promerita.com LinkedIn

    About mark

    Mark is a professional accountant and brings senior international business experience as the former Chief Executive, current significant shareholder and lead director for the corporate board of a global trade and distribution company with operations in both Canada and Asia. His professional background includes developing financing strategies for mergers and acquisitions and designing corporate risk management and financial controls for international, multi-currency business operations. Mark also has extensive experience as a shareholder and partner of one of Promerita’s investment funding companies where he assesses both business and financial risk for private equity and real estate debt investments and is a member of Promerita’s capital investment committee. Mark’s extensive corporate experience and financial risk management experience is complemented by his education and professional affiliations.

    He was awarded a degree in economics from Queen’s University, graduated from the real estate mortgage brokerage program through UBC’s Sauder School of Business Real Estate Division and holds the Chartered Professional Accountant (CPA, CMA) designation. He is a member of the Chartered Professional Accountants of Canada and British Columbia.

    Mark currently lives on the North Shore with his wife and two children. In his free time, he can often be found training for his next half marathon.

  • Strategic Advisor

    Geoff Reed

    Geoff Reed

    MAcc, CPA, CA

    Strategic Advisor

    LinkedIn

    About geoff

    Geoff brings an exceptional background as an entrepreneur, senior finance professional and international corporate director to his role at Promerita where he is a senior member of both our Capital and Real Estate groups.

    Geoff is one of the founders and Chairman of Creation Technologies, a global EMS manufacturing company and one of British Columbia’s largest technology companies. He also serves on numerous corporate and not for profit boards, including Shred-it International, where he participated in its USD $2.3 billion sale and Bulembu Ministries Swaziland, a Christian organization based in Bulembu, Africa that is caring for a generation of orphans who have been victimized by the HIV/AIDS epidemic in the country by creating a sustainable community supported by local enterprise.

    Geoff’s education and professional affiliations complement his business and professional experience. He earned a Masters degree in Accounting (MAcc) from the University of Waterloo and holds the CPA, CA accounting designation.

  • Strategic Advisor

    David Schincariol

    David Schincariol

    MBA, CMC, CPA, CMA, PMP

    Strategic Advisor

    David.Schincariol@promerita.com

    About david

    David is a management consultant and brings a diverse professional background spanning finance, technology, accounting, marketing, and operations management to his role as a strategic advisor and member of Promerita’s capital group. David also has a successful background as entrepreneur, having built several start-up companies of his own, most notably a significant financial software company that had operations in Canada, the US, Europe and Asia adopt and deploy its product. David’s experience includes being a partner in an international management consulting firm where his business management strategies were instrumental in decreasing business risk for entrepreneurs and increasing returns for investors.

    Early in David’s career, he served as a Senior Manager in a large multinational bank. There he worked on projects that were deployed across 85 countries, giving him unique exposure to cost leadership opportunities provided by international outsourcing. As a result, he has established strong connections in international markets.

    Most recently, David’s engagement with Canada’s Federal Government is helping to address the country’s productivity gap through the Digital Technology Adoption Program. Working with IRAP Management Advisory Service, David plays a key role in identifying and starting new ventures that will move the national innovation agenda, and provides him access and insight to a significant pipeline of business opportunities.

    David’s extensive business experience is complemented by his education, professional affiliations and his role as a business educator. David earned a science degree and a MBA degree from the University of Toronto and is the author of three published business books; he is also a certified professional member and instructor trainer for the Canadian Association of Management Consultants, and holds the CMC designation. Furthermore, he is a designated Chartered Professional Accountant (CPA, CMA) and a certified Project Management Professional (PMP). In addition to his professional education and qualifications, David is a member of several corporate boards and is a volunteer executive mentor for the Innovation Factory and New Ventures BC.