Training and Consulting Professionals
Ian started the business in 2002 to provide Excel-based financial modeling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, consulting and accreditation.
Over the years, Ian has taught thousands of business professionals and university students in Canada, the United States, the United Kingdom, Australia and Mexico. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. He has developed a framework and discipline for building models and for teaching that is now used in all of The Marquee Group’s sessions.
Ian teaches at Queen’s University and is a past recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business.
Prior to establishing The Marquee Group, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation.
Tim provides strategic leadership and operational oversight to the training business at The Marquee Group. This includes managing relationships with clients and ensuring best in class training seminars are delivered.
Tim remains very active as an instructor and has taught thousands of business professionals and university students. Since 2012, he has been a Lecturer at the Smith School of Business at Queen’s University and is a past recipient of the “Instructor of the Year” award in the Master of Finance program.
Prior to joining The Marquee Group in early 2009, Tim had extensive experience in Investment Banking, Equity Research, Corporate Finance and Investor Relations. He was part of the senior management team at Retirement Residences REIT, a TSX listed real estate investment trust, with responsibility for business strategy, corporate finance and investor relations. Tim was also involved in negotiating the sale of the company to a private equity buyer (total value of the transaction was $2.8 billion).
Previously, Tim worked in the capital markets for over 10 years. While at a merchant bank he made private equity and mezzanine debt investments. At UBS Securities he was a sell side equity research analyst covering the Canadian oil & gas sector. As a member of the Investment Banking group at BMO Capital Markets, Tim was involved in a number of financings, mergers & acquisitions and securities valuations with clients in the oil & gas, utility and agriculture sectors.
Tim received his Master of Business Administration degree from the Ivey Business School and a Bachelor of Commerce degree from the Haskayne School of Business. While at the Ivey Business School he taught business and entrepreneurial skills in Nizhny-Novgorord, Russia and Minsk, Belarus as part of the LEADER Project. He has also attained the Chartered Financial Analyst (CFA) designation.
Dave is passionate about teaching and the industry-leading course content for which Marquee is known. When not in the classroom, Dave focuses on developing new courses, course customization for clients and other content development. Since joining Marquee in 2012, Dave has taught hundreds of courses including training programs for analysts and associates at the major banks, corporate business development and budgeting teams, undergraduate and post-graduate business students and legal professionals in Canada, the US, Mexico and China.
Previously, Dave worked in Investment Banking for over 10 years at BMO Capital Markets. While at BMO, he was a Director in Equity Capital Markets where he oversaw prospectus-offered retail structured products for the firm as well as numerous equity financings and initial public offerings. Prior to that role, he was a member of the Utilities Group and was involved in numerous financing and mergers & acquisition transactions including significant work in the renewable and alternative power sector. Prior to joining The Marquee Group, Dave was CEO and Director of a Caribbean-based private bank providing asset management, trust and corporate services for high net worth and corporate clients.
Dave received his Master of Business Administration degree from the Ivey Business School and holds the Chartered Financial Analyst (CFA) designation.
Jon joined Marquee in early 2009 and is responsible for leading the firm’s consulting practice. He is focused on helping clients improve their Excel-based decision-making tools, so they can spend less time struggling with models and more time thinking about their businesses. Jon is involved in all of Marquee’s consulting mandates, overseeing model design as well as process management, and ensures that all models adhere to Marquee’s industry-leading best practices.
Jon is also regularly involved in teaching Marquee courses, and enjoys working with participants at bank programs, corporations, professional societies and business schools.
Before joining Marquee, Jon spent over a decade as an investment banking professional, advising clients on a wide range of transactions and opportunities, including mergers and acquisitions, debt and equity financings, restructurings and liability management. Jon was a Director at Citigroup, working in the firm’s New York and Toronto offices, and was focused on media and telecommunications companies including BCE, Rogers and Quebecor. Jon began his investment banking career in the Montreal offices of BMO Capital Markets, where he worked on a number of financing and advisory transactions.
A native of Montreal, Jon is fluent in English and French. Jon holds a Master of Business Administration from Columbia Business School, where he served as a Teacher’s Assistant in Corporate Finance. He also holds a Bachelor of Science in Business Administration from the University of Vermont.
Toze has extensive capital markets experience and a passion for financial modeling and teaching. When not in the classroom, Toze focuses on business development and strategy, learning and developing new content, and providing strategic leadership and operational oversight as a Director of the Financial Modeling Institute (“FMI”).
Since joining Marquee in 2015, Toze has trained thousands of business professionals and university students throughout Canada, Europe, and the United States. As an instructor, Toze is an avid advocate of Marquee’s mission “to help finance professionals use the discipline of financial modeling to make sound business decisions.” Outside of training, Toze leads the continued growth of the financial modeling accreditation business, from its initial launch as the Financial Modeling Accreditation Program (“FinMAP”) in Canada in 2015, through the founding of the FMI in 2017, and the continued global development of this program today.
Prior to joining The Marquee Group, Toze worked at RBC Capital Markets as an Institutional Equities Liability Trader with responsibility for Canadian-listed public equities trading, capital allocation, and risk management. Previously, Toze was a member of RBC Capital Markets’ Global Equity Research department covering the Canadian Cable, Media, and Telecommunications sectors. Prior to that role, he participated in the RBC Capital Markets Global Markets Program where he worked in Global Mining Research, Foreign Exchange Trading, and Interest Rate Derivatives Trading. Before joining RBC Capital Markets, Toze worked at Scotia Capital as an Analyst within the M&A and Investment Banking groups and at Canada Pension Plan Investment Board as an Investment Finance Analyst in the Real Estate group.
Toze holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier University, the Chartered Financial Analyst (CFA) designation, and the Advanced Financial Modeler (AFM) designation.
A Portuguese-Canadian, Toze speaks English and Portuguese.
Phil brings his extensive capital markets background to the classroom and spends his time at Marquee teaching courses in financial modeling, accounting, interview preparation, and Excel.
Outside of the classroom, Phil draws on his accounting and finance experience to create real-life teaching examples that resonate with students from varying backgrounds. He enjoys teaching students of all levels and especially those that are committed to improving themselves and their skills.
Prior to joining Marquee, Phil spent 18 years in the capital markets primarily in an institutional sales and trading role. He started his career in the investment banking group at BMO Capital Markets where he worked on several financing and advisory transactions in New York and Toronto. Most recently, Phil was a Senior Vice President on the sales and trading desk with Macquarie Capital Markets Canada where he focused on liability trading in the energy sector. Before that, he was a Managing Director on the sales and trading desk at TD Newcrest where he helped start and build the firm’s Income Trust business.
Phil received his Bachelor of Business Administration degree from Wilfrid Laurier University. He also holds the CPA, CA designation, the Chartered Financial Analyst (CFA) designation, and the Advanced Financial Modeler (AFM) designation.
Bogdan delivers a variety of courses at The Marquee Group that focus on financial modeling, data sciences, and programming. Outside of the classroom, he spends time developing new courses and training other instructors. Bogdan also provides strategic VBA programming insight on select consulting engagements and supports the Financial Modeling Institute (FMI) with exam content and grading.
As a Principal and Instructor, Bogdan teaches more than ten different courses throughout the year. He specializes in data sciences and he has helped create many new courses, including a two-day session on Python for Finance Professionals and new technical content for various bank summer training programs. On the accreditation side, Bogdan created and tested new exam questions for the inaugural sitting of the Chartered Financial Modeler (CFM) exam and also graded candidate exam submissions.
Prior to joining Marquee, Bogdan worked in the capital markets for over six years. Bogdan started his career as an Analyst in the Mergers & Acquisitions Group at BMO Capital Markets and was promoted to an Associate. At BMO Capital Markets, Bogdan was actively involved in 14 live transactions spanning numerous industries which included Infrastructure, Metals & Mining, Financial Institutions, Media & Communications, Retail and Oil & Gas. He then joined Anson Funds, a long-short hedge fund in Toronto as an Investment Analyst. In this role, Bogdan developed and maintained in-depth financial models for the fund’s largest positions and conducted extensive due diligence, including meeting with management teams, industry experts, and buy-side and sell-side analysts. He was responsible for sourcing and developing investment ideas and recommending trade and risk mitigation strategies for the portfolio.
Bogdan received his Bachelor of Business Administration degree from Schulich School of Business, York University.
Jamie is based in Calgary, Alberta, and is focused building Marquee’s training and consulting practice in Western Canada. Prior to joining Marquee, Jamie spent 15 years in the capital markets and energy industries, primarily in an investment banking role.
Most recently, Jamie was operating his own practice providing financial modeling and strategy consulting services to privately-held companies in the oil & gas sector. This work included building customized budget models with input from technical, accounting and corporate finance teams, communications and advocacy work and confidential advisory services.
Prior thereto, Jamie was a Vice President/Director, Investment Banking, and worked for 5 years with a team that moved from UBS Securities to found the Calgary investment banking offices for Wells Fargo Securities. The group focused on M&A advisory and capital markets execution for mid to large cap clients in the E&P (conventional and oil sands), midstream and oilfield services sectors.
Jamie began his career in investment banking with Merrill Lynch as a summer student and full-time hire and has also spent time in investment banking covering E&P, midstream and services companies with Genuity Capital Markets, Versant Partners and TD Securities. In addition, Jamie spent one year covering large cap E&P & oil sands companies as an Equity Research Associate at Genuity Capital Markets.
Jamie received his Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary and has attained the Chartered Financial Analyst (CFA) designation.
As part of The Marquee Group’s consulting practice, Kim is responsible for delivering best-in-class financial models and custom Excel solutions. She is a firm believer that the key to success is working with clients to recognize their underlying business needs and developing solutions that allow them to focus on driving their business forward.
Kim has experience building budget and forecast models as well as reporting and data analysis tools in a broad array of sectors including Pharmaceuticals, Healthcare Services, Consumer Packaged Goods, Manufacturing, and Food Service.
Prior to joining Marquee, Kim worked as the Accounting Manager and Regional Controller for Supremex Inc. During that time she was responsible for the financial affairs of the region as well as the strategic and process management of finance, sales, and operations. She also spent over a decade in the Pharmaceutical and Healthcare Services industries, focusing primarily on government funding and reimbursement policy as determinants of revenue.
Kim received her Masters of Business Administration (Marketing and Strategic Management) from Schulich School of Business at York University and holds the CPA, CMA designation. She also holds a Bachelor of Arts (Honours – Management Accountancy) from the University of Waterloo.
As part of The Marquee Group’s consulting practice, Brendan is responsible for a team that delivers best-in-class financial models and custom Excel solutions. He is an adamant believer that a financial model should act as both a powerful presentation tool and a dynamic spreadsheet. Additionally, Brendan works with the Financial Modelling Institute to manage and execute the exam grading process.
At Marquee, Brendan has led and executed numerous consulting engagements including a budget forecast model for one of the Large Canadian Banks, standardized lending assessment tools for multiple Government-sponsored Investors, and a merger model for a C$1.1 bn Energy Services Company. He has also had experience building forecast models and data analysis tools in a broad array of sectors including Financial Services, Private Equity, Technology, Real Estate, Mining, Charitable Organizations, and Food Service.
Prior to joining Marquee, Brendan worked as an Associate in the Mergers & Acquisitions Group at BMO Capital Markets. During that time, he was actively involved in transactions totaling over C$30 billion in enterprise value. He has extensive experience in a broad array of sectors including Power & Energy Infrastructure, Metals & Mining, Media & Communications, Technology and Forestry.
Brendan received his Bachelor of Commerce degree with a Major in Finance from Dalhousie University.
Amir joined The Marquee Group in January 2020 and as part of the consulting team he focuses on mandates including designing and building dynamic forecast models and custom data analysis solutions, as well as reviewing and auditing of clients’ financial models with respect to functionality, transparency, and user interface.
Before joining The Marquee Group, Amir worked in corporate advisory and consulting, delivering detailed financial analyses to clients and identifying and evaluating investment opportunities for direct/co-investment purposes. Previously, Amir was an Associate in the Life Sciences Equity Research Group at Canaccord Genuity where he worked on coverage of mid to small cap Canadian pharmaceutical, biotech, and healthcare companies. Amir also worked in the Public Equities Group at Ontario Teachers’ Pension Plan (OTPP), where he focused on various sectors including healthcare, telecommunication, and real estate. He started his career as a financial engineer at Algorithmics Inc.
Amir received his Master of Business Administration (MBA) from Rotman School of Management at the University of Toronto. He also holds a Post-Graduate degree in Financial Engineering from Schulich School of Business, and a Master of Arts degree in Economics from York University. Amir completed his undergraduate studies at York University with Bachelor of Arts degree in Economics (with Honours) and Bachelor of Science in Biology. He holds the Advanced Financial Modeler (AFM) designation and is currently a level 3 candidate for the Chartered Financial Analyst (CFA) designation.
Sophia joined The Marquee Group in 2011 and has spent the past 20 years in corporate finance, equity research and accounting. In addition to her role with The Marquee Group, she is also Vice President Finance for a division of Constellation Software, a $34 billion public company and top-ranked strategic acquirer of vertical market software businesses.
Sophia was formerly Vice President of Corporate FP&A and Treasury for New Signature, a global Microsoft Partner. Prior to this, she was a Vice President and Equity Research Analyst with TD Securities focused on special situations and diversified business trusts – a role that involved providing investment recommendations based on detailed financial models and analysis for companies such as BFI Canada Income Fund, Davis + Henderson Income Fund, Sleep Country Canada Income Fund and Arctic Glacier Income Fund among others. Sophia started her career with TD Securities in 2000 as an Associate Analyst focused on the Canadian bank sector.
Sophia earned her CPA, CA designation with PricewaterhouseCoopers LLP in Assurance and Business Advisory Services and also holds a Bachelor of Commerce degree from the University of Toronto (Trinity College), with a Major in Economics.
Michael Milewski co-developed and instructs the Python course at Marquee. Michael has several years of programming experience and is also knowledgeable in Excel, SQL and R.
Michael is currently a PhD candidate at McMaster University with research interests in corporate finance, modelling and machine learning. Michael has taught Numerical Methods in the Master of Finance program at the DeGroote School of Business.
Prior to starting his PhD Studies, Michael worked in the Aerospace/Defense industry in various engineering leadership roles where he led a variety of initiatives including new product development, operational improvements, acquisition integration and marketing.
Michael also holds an MBA from McMaster University and an undergraduate degree in Mechanical Engineering from the University of Toronto.
Debra Giles develops and facilitates the credit courses at Marquee, which include topics such as business and credit analysis, due diligence, structuring of deals and negotiation, as well as security and documentation. The courses focus on cases, group work, simulations and presentations with the goal of “teaching experience”.
After 19 years with Royal Bank of Canada, Debra retired in 2014 as Managing Director, Corporate Banking, Energy, with RBC Capital Markets. As a senior relationship manager, she was involved in the marketing and management of profitable relationships with energy clients in North America and Latin America. Debra was also Chair of the Utilities Industry Operating Committee which allocated capital to utility bank clients worldwide based upon the expected risk and reward. Her career at the bank was exemplified by a strong sense of leadership, partnership and teamwork with clients and staff.
Outside of Royal Bank, Debra held senior industry positions in international project finance, business development and investor relations.
Debra graduated from the University of Saskatchewan with a Bachelor of Commerce degree with great distinction. Post university, she completed the CMA and CFA designations however no longer maintains the CMA designation.
Shailen joined Marquee in June of 2020 as an analyst and supports all areas of the business. In his role, Shailen is responsible for designing and building dynamic forecast models. He also reviews client models to ensure accuracy and integrity. He supports the training team by serving as a teaching assistant for some of Marquee’s courses.
Prior to joining Marquee, Shailen completed summer internships in both Finance and Consulting. Most recently, he worked as an Analyst at Aviso Wealth (formerly NEI Investments, QTrade, and Credential). Shailen also strives to educate Canadians via public mediums on the importance of Personal Finance and Investing.
Shailen recently completed an Honors Business Administration (HBA) from the Richard Ivey School of Business at Western University, where he served as an executive for various business clubs. He is currently working on obtaining both the Advanced Financial Modeler (AFM) and Chartered Financial Analyst (CFA) designations.
Since joining Marquee in 2012, Lisa has held a variety of progressive roles and has rapidly grown with the business. In her current role as Director of Operations & HR, Lisa leads all of Marquee’s client operations, internal technology, and human capital programs. She is responsible for ensuring that the firm has the right people, technology, and capabilities to create a high-performance culture and efficiently deliver best-in-class training programs and consulting services.
Lisa manages all aspects of operations including vendor and contract management, technology initiatives, and client services. As a trusted business partner, she maintains and nurtures client relationships. As The Marquee Group continues to grow, Lisa also leads employee lifecycle programs to ensure Marquee attracts, retains, and develops industry leading talent.
In her previous role, Lisa spent 7 years as an HR Generalist supporting the Academic Portfolio at the Rotman School of Management, University of Toronto. Prior to that, Lisa was the Coordinator of the Master of Financial Economics Program, a new collaborative program between the Department of Economics and the Rotman School of Management.
Lisa received her Honours Bachelor of Arts degree from the University of Toronto with a specialty in Industrial Relations.
Lydia is passionate about strong planning & analysis to make better data-driven decisions and leads Marquee’s internal finance function. She manages all financial operations and related processes and tools at the firm.
At Marquee, Lydia leads the annual financial planning and forecasting process, develops monthly financial reports and metrics analyses, and establishes finance policies & procedures. Lydia also oversees projects such as automation efforts, cost optimization, vendor assessments, board material preparation, and other initiatives that support Marquee in delivery of its industry-leading education to clients worldwide.
Lydia has extensive finance and corporate development experience from some of Canada’s top publicly-traded technology companies. From Nortel to Cognos, the Royal Canadian Mint to BlackBerry, Bell Canada and Big Viking Games, Lydia has held a variety of roles and led teams that were responsible for managing multi-million dollar budgets. Her responsibilities have included developing and implementing business assessment processes and tools on internal venturing and corporate development teams, managing financial planning and analyses teams, and providing key insight to small and large business units as their finance business partner.
Lydia holds a Bachelor of Arts in Economics from Western University, and a Master of Business Administration from the Telfer School of Business at the University of Ottawa.
As Director of Business Development, Harpreet leads the initiative of generating new business opportunities for Marquee. Specifically, Harpreet builds relationships with learning and development teams across the globe, showcasing how Marquee would be a valuable training partner.
Harpreet enjoys coaching and mentoring others, having started a consulting company focused on training students and helping them land capital markets roles. Harpreet also taught a college business math course and co-led efforts to build a comprehensive training program for investment banking analysts and associates at a major bank.
Prior to Marquee, Harpreet spent over a decade in the capital markets space, working in investment banking, corporate lending, and private equity. As Head of Business Development for a private equity firm, Harpreet led the team to source investment opportunities, conduct transaction-related due diligence, and oversaw the life cycle of acquisitions. Additionally, Harpreet has provided business development support to public and private companies, and also serves as a strategic advisor to a private distribution company and a startup fintech company.
Harpreet holds the CFA designation, received an MBA from the University of Toronto’s Rotman School of Management, and received a BSc (Finance) from Canisius College, where he was captain of their NCAA Division I baseball team.
As Director of Marketing, Johana leads all marketing strategies and activities across Marquee’s three lines of business – Training, Consulting and Accreditation. Johana is also responsible for building and implementing marketing strategies to drive consistent revenue growth, as well as increase The Marquee Group’s brand presence in new markets around the world.
Prior to joining Marquee, Johana spent 15 years in the financial services industry working in GE Capital’s Equipment Financial, Real Estate and Consumer Finance Businesses. Johana also worked at Capital One in brand marketing and most recently was a marketing and strategy consultant for small businesses.
Johana is fluent in French and received her Bachelor of Commerce degree from McGill University and her Master of Business Administration (MBA) from the Schulich School of Business at York University.
Before joining The Marquee Group, Amagoia studied, trained and worked as a scientist in the field of Biochemical Research as well as Scientific Information Management. She has worked as a Senior Information Scientist for Mount Sinai Hospital in Toronto. Prior to emigrating to Canada, she worked as a researcher for several biotechnology companies and research institutions in the United Kingdom, including The John Innes Center in Norwich and The Natural History Museum in London.
A native of Spain, Amagoia is fluent in Spanish and English, and completed her Bachelor of Biological Sciences degree at La Universidad del Pas Vasco. After moving to the United Kingdom. she received an Master of Philosophy degree in Biochemistry from Cambridge University, a Master of Science degree in Biotechnology from Manchester University and an Master of Arts degree in Information Services Management from the University of North London.
Donna has spent her career in business operations and keeps all aspects of the Marquee office running smoothly. She is often the first point of contact for client queries and is dedicated to providing a high level of customer service for the firm.
Before joining The Marquee Group, Donna worked at Canaccord Genuity as an Executive Assistant supporting the Global Co-Head of Investment Banking. Prior to that, she worked for the Chairman and CEO of MDC Partners and the Investment Banking department at BMO Capital Markets.
Kayla is responsible for organizing and coordinating hundreds of training days delivered by Marquee each year. She is accountable for managing the end-to-end training management process which includes everything from the initial client scoping discussion to final course wrap-up.
At Marquee, Kayla has been instrumental in implementing new operational processes to ensure a seamless experience for clients and participants. These processes have included creating project charter documents, utilizing a new online course management tool, and building a repository of instructor teaching materials. Kayla ensures that print orders, course pages, equipment vendors, and other logistics are fully accounted for during the planning process. Kayla especially enjoys liaising with clients to understand how she can play an integral part in exceeding their training goals and objectives.
Prior to joining The Marquee Group, Kayla worked for the Make-A-Wish Quebec Foundation for six years. As Wish Coordinator, she organized life-changing wishes for children with critical illnesses. Whether she was planning international travel experiences or simply organizing a hospital room decoration, Kayla found immense purpose bringing joy to children during very difficult times in their lives.
A native of Montreal, Kayla is fluent in both English and French. Kayla completed her Diploma of College Studies at Dawson College where she studied Community Recreation & Leadership Training.
Max joined Marquee in 2021 as a Finance Administrator. In this role, Max provides support to the Director of Finance, Director of HR & Operations and other members of the organization. His responsibilities include; report preparation and reconciliation, research & problem solving, invoicing & receivables, preparation and review of business expenses, bookkeeping, workflow diagramming & documenting corporate processes & procedures, as well as recording, tracking & reporting key metrics & assets.
Prior to joining Marquee, Max had experience working in a variety of different facets of business including e-commerce, finance & administration, and marketing for the LCBO, Herschel Supply Co. and ADL Insulflex respectively.
Max recently graduated from The University of Western Ontario with a Bachelor’s degree in Management and Organizational Studies (BMOS) with a finance specialization. His education focused on finance, accounting and economics amongst other business and social science courses.
Julien is a Teaching Assistant at The Marquee Group.
Usman is a Teaching Assistant at The Marquee Group.
Jean Pierre is a Teaching Assistant at The Marquee Group.
Mallika is a Teaching Assistant at The Marquee Group.
Jashan is a Teaching Assistant at The Marquee Group.
Juncheng is a Teaching Assistant at The Marquee Group.
Owais is a Teaching Assistant at The Marquee Group.
Sukant is a Teaching Assistant at The Marquee Group.
Xiaotong (Jim) is a Teaching Assistant at The Marquee Group.