PROFESSIONAL, EXPERIENCED AND INSIGHTFUL

JASON BROOKS, CFA
President and Portfolio Manager

 

Jason Brooks is the President and co-founder of Invico Capital Corporation. Jason is a registered Portfolio Manager, a Chartered Financial Analyst (CFA) and is a graduate of the Haskayne School of Business with a Bachelor of Commerce (Beta Gamma Sigma). Having previously served as Vice President with Ernst & Young Corporate Finance Inc., Jason brings over 20 years of experience focused on public, private financings and lending to the numerous sectors including oil and gas, power and utilities and real estate both in Canada as well as internationally. In addition, he has advised on greater than $3 billion of private and public merger and acquisition, divestiture and financing transactions. Jason’s combination of senior roles with both large energy companies and private niche focused financings across numerous industries make him uniquely suited to structuring complex financings with small and medium sized private companies on behalf of Invico’s investment offerings.

ALLISON M. TAYLOR, MBA
Chief Executive Officer and Portfolio Manager

 

Allison Taylor is the Chief Executive Officer and co-founder of Invico Capital Corporation. Allison is a registered Portfolio Manager, a graduate of the Haskayne School of Business with a MBA in Finance and a graduate of the University of Western Ontario with an Honors Bachelor of Science in Actuarial Science and Statistics. Allison brings over 20 years of experience in corporate finance in both the private equity and financial advisory services within the energy sector. Allison has been actively involved in the assessment of investments, ongoing regulatory compliance and accounting on behalf of the Invico managed investment offerings. Allison started her career at Mercer Management and Towers Perrin in pension consulting doing actuarial valuations for large company pension plans. She then moved into investment banking at RBC Dominion Securities doing mergers and acquisitions. She advanced her career by moving to Ernst & Young Corporate Finance Inc. doing merger and acquisitions and working with unique situations and niche opportunities to help private companies structure capital raising. It was these experiences that highlighted the opportunity to start Invico Capital with co-founder Jason Brooks.