Jim brings with him years of experience at the senior management level in banking and industry. Prior to joining Callidus, Jim was President & CEO of James Hall Advisors Inc., where he provided financial and management advisory services to both private and publicly held companies principally in the financial services, media and entertainment sectors. Prior to that, he was Chairman and Chief Executive Officer of the Philadelphia-based pure-play newspaper, Journal Register Company; Senior Vice President & Chief Investment Officer of the private equity investment fund Working Ventures Canadian Fund Inc.; and Senior Vice President of Lloyds Bank Canada and Citibank Canada. Jim is a Director of Indigo Books & Music Inc., Atomic Energy of Canada Limited, and a trustee of an OMERS Trust. A Chartered Accountant (CPA, CA), he is a graduate of the Richard Ivey School of Business at the University of Western Ontario.
Bert joined Callidus in March 2015, bringing close to 20 years of experience in various areas of commercial mid-market financing. He has spent more than a decade in the asset based lending industry, starting as an underwriter for Royal Bank and more recently, as a senior member of the team that established Wells Fargo’s asset based lending office in Canada. Activities at Wells Fargo were primarily sales orientated (transaction structuring and analysis) with a secondary focus on underwriting. Prior to joining Callidus, he was VP Underwriting & Portfolio Management with Alignvest Private Debt where his responsibilities included sourcing, underwriting and overseeing a portfolio of alternative debt investments. Bert has a B-Comm degree with honours in Finance from Dalhousie University.
Prior to joining Callidus in August 2015, Michael was a Partner with Linton Capital LLP, a UK-based boutique fund manager focused on debt, expansion capital and private equity investments. He was previously a Partner with a long-standing Canadian-based expansion and debt capital firm. With over 18 years of experience in investment management, restructuring, debt and growth capital, accounting and corporate finance, Michael has held progressive financial positions in the services industry and manufacturing sector. He received his Bachelor degree from the University of Toronto, St. Michael’s College and holds a CPA, CGA designation.
Lorne joined Callidus in July 2012 as an Associate, Underwriting & Portfolio. Lorne graduated from the Honours Business Administration (HBA) program at the Richard Ivey School of Business at the University of Western Ontario and began his career in finance in the Commercial Lending department of the Toronto Dominion Bank. During his four-year tenure at TD, Lorne progressed through positions in both loan origination and underwriting, which gave him exposure to a wide variety of industries. Lorne also holds a BA in Philosophy from the University of Western Ontario. When not in the office you can find Lorne at the gym, travelling, or trying new restaurants around the city.
Associate Vice President
Steve joined Callidus in May 2013. Steve completed his undergraduate studies at Bishop's University, earning a BBA, with a double major in Finance and Economics. He was awarded the Chartered Financial Analyst designation in 2014. Prior to joining Callidus, Steve worked at Moneris Solutions as a Team Lead in the Commercial Credit group, with his duties focused on estimating, monitoring and managing credit exposure of a portfolio of companies across a wide range of industries. Steve is a sports fanatic (living the daily struggle as a Habs fan in Toronto) and enjoys watching movies and discovering new local restaurants.
Ian joined Callidus as an Associate, Underwriting & Portfolio in February 2015. He began his finance career in the Commercial Lending Group of the Toronto Dominion Bank, where he worked on the origination side in both the Thunder Bay and Windsor markets, and then in TD's Special Loans Group in Toronto. During his five-year tenure at TD, Ian received exposure to a wide variety of industries and distressed debt situations across the country.
Fully bilingual in English and French, Ian holds an H.B. Comm degree with a major in Finance from Lakehead University. In 2014, he was awarded the Chartered Financial Analyst (CFA) designation. Outside of work, Ian can be found traveling, playing hockey, and volunteering with Daytrippers Children's Charity.
Richard joined Callidus in August 2015 as an Associate, Portfolio & Underwriting. Prior to joining Callidus, Richard spent 5 years at GE Capital in positions of increasing responsibility on the Risk Management team of the Corporate Lending and Leasing group. At GE Capital, his responsibilities included underwriting and portfolio management of a broad range of equipment financing and ABL transactions across various industries. He also has a wide range of prior experience which includes franchised restaurants and sales of financial products. Richard holds a BA in Economics from Simon Fraser University.