Since 1995, Jeffrey has worked in the capital markets with both public and private companies, bringing a unique blend of financial acumen, strategic insight, and interdisciplinary thinking to every engagement. His experience spans management, business, and corporate advisory roles across the Alberta Stock Exchange (ASE), Vancouver Stock Exchange (VSE), Canadian Venture Exchange (CDNX), TSX Venture Exchange (TSXV), and the Canadian Securities Exchange (CSE).

Jeffrey’s expertise encompasses IPOs, RTOs, private placements, prospectus financings, investor relations, business acquisition reports, public company filings, corporate finance, and strategic development. From 2005 to 2016, he served as Senior Advisor, Listings Development at the CSE, where he created listings strategies and built a high-conversion pipeline by leveraging data-driven analysis of institutional ownership and cultivating a national and global network of influencers.

As co-founder of ITB Solutions Incorporated (est. 2005), Jeffrey has advised companies worldwide on going public in Canada, combining executional precision with long-term strategy. He helps clients craft transformational transactions tailored to their capital goals, while also developing pitchbooks and investor strategies that align business vision with market readiness.

From February 2017 to December 2020, Jeffrey also served as a Senior Advisor for Listings and Business Development with the CBOE Canada, helping launch one of the country’s newest stock exchanges with a focus on investor-first innovation.

Jeffrey’s advisory style reflects what some might call strategic polymath intelligence — the ability to synthesize finance, storytelling, regulatory structure, and go-public mechanics into a coherent roadmap. Whether working with exchanges, investment banks, funds, angel groups, or high-growth companies, he turns complexity into clarity and opportunity.

Key Skills

• Going Public Strategy – Planning & Execution
• Exchange Listings
• Corporate Finance
• Company Valuation
• Business (Product/Service) Evaluation
• Business Development Structure & Strategies
• Pitch Strategies & Development
• Strategic Management Consulting