Allison Taylor, MBA, PM

Chief Executive Officer & Co-Founder

Allison Taylor is a visionary in the alternative asset management industry and one of Canada’s most powerful businesswomen. As Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation, she has over 25 years of experience in corporate finance and is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings. Before founding Invico, Allison worked in pension consulting at Mercer Management and Towers Perrin before transitioning to investment banking and mergers and acquisitions (M&A) at RBC Dominion Securities. She most recently worked on facilitating M&A at Ernst & Young Orenda Corporate Finance, where she met fellow co-founder Jason Brooks, and the two first established the idea for Invico.

In 2023, Allison was named CEO of the Year and Invico was named the Alternative Investment Solutions Provider of the Year by Wealth Professional Canada. She was also recognized by the Women’s Executive Network™ (WXN) as one of Canada’s Most Powerful Women: Top 100, her second such accolade after also being named to the Top 100 in 2019. Allison received the University of Calgary Haskayne School of Business’ most prestigious alum award, the Management Alumni Excellence Award, alongside co-founder Jason Brooks in 2022 and was the proud recipient of the Female Executive of the Year award at the 2019 Wealth Professional Women in Wealth Management Awards. Allison is a member of the Investment Committee at the University of Calgary and the Alberta Securities Commission (ASC) Exempt Market Dealer Advisory Committee (EMDAC). She graduated from the University of Calgary Haskayne School of Business with an MBA in Finance and the University of Western Ontario with an Honours Bachelor of Science in Actuarial Science and Statistics. Allison lives in Calgary, AB, with her spouse and daughter and is an avid sports enthusiast, having completed over 50 marathons across North America.

Jason Brooks, CFA, PM

President & Co-Founder

Jason Brooks is a visionary in the alternative asset management industry and one of Canada’s leaders in the private debt space. As President, Co-founder, and Portfolio Manager of Invico Capital Corporation, he has over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings. Since founding Invico, Jason was responsible for developing and launching the Invico Diversified Income Fund with an enviable nine-year track record and co-managing the firm’s growth to over $2.0 billion of managed capital. Before founding Invico, Jason advised on over $3 billion of private and public mergers and acquisitions (M&A), divestiture, and financing transactions during his tenures as a Senior Analyst at TC Energy and as Vice President at Ernst & Young Orenda Corporate Finance. During his time at Ernst & Young, Jason met fellow co-founder Allison Taylor, where they worked together in the private capital space and identified the opportunity to provide unique financing solutions to small and medium-sized enterprises, thereby launching Invico in 2005.

In 2023, Invico was named the Alternative Investment Solutions Provider of the Year by Wealth Professional Canada. Jason also received the University of Calgary Haskayne School of Business’ most prestigious alum award, the Management Alumni Excellence Award, alongside co-founder Allison Taylor in 2022. He is a Chartered Financial Analyst (CFA^®) Charterholder and graduated from the University of Calgary Haskayne School of Business with a Bachelor of Commerce (Beta Gamma Sigma). Jason lives in Calgary, AB, with his spouse and three children and is a self-proclaimed adrenaline junkie who enjoys downhill skiing, mountain biking, heliskiing, and the Calgary Stampede.

Randy Beaudoin, CIM^®

Senior Vice President, National Sales

As the Senior Vice President of National Sales at Invico Capital Corporation, Randy Beaudoin brings over 30 years of experience in corporate finance and fund sales to his role providing sales coverage to the Western Canadian provinces on behalf of Invico Diversified Income Fund. Before joining Invico, Randy served as a Regional Sales Manager at Merrill Lynch before heading to Talvest Fund Management, where he worked as a Vice President of Sales. He then served as a Vice President of Regional Sales covering Western Canada at Titan Funds before transitioning to Marquest Asset Management as a Senior Vice President of Sales. Most recently, Randy was a Senior Vice President of Sales at Probity Capital Corporation.

Randy is a Chartered Investment Manager (CIM^®) and resides in Calgary, AB, with his spouse, where he enjoys spending as much time as possible playing golf or skiing. He is also an active community member and has helped raise funds and volunteered for several local charities, including the Big Brothers Big Sisters of Canada, the Calgary Women’s Emergency Shelter, and various community kitchens.

Chris Wutzke, CPA, CA, CFA, PM

Chief Investment Officer

Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management. Before joining Invico, Chris led or contributed to over $400 million in financing and mergers and acquisitions (M&A) transactions in various senior executive and capital advisory positions, including serving as the Vice President of Finance at Brymore Energy Inc., Vice President, and Director at Deloitte & Touche Corporate Finance Canada Inc., Vice President of Corporate Development and Chief Financial Officer at Aetas Health Care Inc., and Investment Director at Avrio Capital. He most recently worked as the Managing Director at Parametric Finance Inc., which he founded to develop corporate finance automation software for online platforms.

Chris is a Portfolio Manager, Chartered Professional Accountant (CPA), Chartered Accountant (CA), and Chartered Financial Analyst (CFA®) Charterholder, and graduated from the University of Calgary with a Bachelor of Commerce. He lives in Calgary, AB, with his spouse, and in his spare time, enjoys capital market research and analysis, cycling, and searching for irresistible investment opportunities.

Christi Hayes

Chief Compliance Officer

As the Chief Compliance Officer at Invico Capital Corporation, Christi Hayes brings over 15 years of experience in investment banking and corporate finance — and her organizational prowess — to seamlessly oversee the closings for all Invico managed funds and the day-to-day operations of the entire organization. Before joining Invico, Christi served as a Syndication and Accounting Analyst at FirstEnergy Capital Corporation, where she worked closely with the corporate finance team on public and private financings, including brokered and non-brokered offerings and grey market trades.

Beyond her role at Invico, Christi is also a Division Coordinator for the South Calgary Community Basketball Association (SoCal), a volunteer-led organization serving the city of Calgary. She's a born and bred native of Calgary, AB, where she currently resides with her spouse and two children. Christi graduated from the University of Calgary with a Bachelor of Arts in Archeology and a double minor in history and anthropology. As a sports enthusiast, Christi enjoys golfing, playing volleyball and beach volleyball, and attempting to complete 1,000-piece puzzles in record time.

Buddy Herold, CIM^®, FCSI, FMA

Chief Revenue Officer

Buddy Herold is the Chief Revenue Officer at Invico Capital Corporation and has over 20 years of experience in sales leadership, business development, and strategic partnership management within the Canadian financial services sector. In his role as Chief Revenue Officer, Buddy is integral to the executive leadership team, contributing to the firm's strategic planning and overseeing the National Sales Team to drive revenue growth and expansion.

Prior to working at Invico, Buddy began his career in the financial services industry at CIBC Retail Banking as a Branch Manager before joining CIBC Mortgages and Lending as an e-Mortgage Representative for the Wood Gundy Channel. He then transitioned to BMO Nesbitt Burns as an Investment Advisor before joining AGF Investments, Inc. During this tenure at AGF, Buddy initially served as a Regional Sales Representative before rising through the ranks to become Regional Vice President of Sales and then District Vice President of Retail and Strategic Accounts for Western Canada, where he led up to ten wholesale teams across four provinces and played an instrumental role in the expansion of over $4 billion assets operation. Most recently, Buddy acted as the District Vice President of Sales at RBC Global Asset Management, where he collaborated with strategic partners such as BlackRock Canada and led the expansion of the Southern Alberta region to over $2.0 billion in assets under management.

Buddy is a Chartered Investment Manager (CIM^®), a Fellow of the Canadian Securities Institute (FCSI^®), a Financial Management Advisor (FMA), and is currently completing the Chartered Alternative Investment Analyst (CAIA) Charter program. He graduated from Bishop’s University with a Bachelor of Arts double major in Economics and Geography and lives with his wife and two children in Calgary, AB, where he spends his free time skiing, golfing, and hiking.

Shirley Wong, CFA, CGA

Chief Accounting & Operations Officer

As the Chief Accounting & Operations Officer at Invico Capital Corporation, Shirley Wong brings over 25 years of experience in accounting and qualitative analysis to her role overseeing the financial and tax planning, cash flow monitoring, fund valuation, financial reporting, and fund operations for the organization. Before joining Invico, Shirley worked as a Research Assistant at HSBC in Hong Kong, China, before becoming an Assistant Controller at T&T Honda in Calgary, Alberta. Most recently, she served as a Controller at CGS Asset Management Ltd. and RCS Energy Services Ltd.

Shirley is a Chartered Financial Analyst (CFA^®) Charterholder, a Certified General Accountant (CGA), has completed the Canadian Securities Course and holds a Bachelor of Accounting from Monash University. Shirley resides in Calgary, AB, and enjoys playing badminton in her spare time.

Curt Labelle, P. Eng.

Managing Director, Energy Investments

As the Managing Director of Energy Investments at Invico Capital Corporation, Curt Labelle brings over 40 years of experience in the North American energy sector to his role advising on the short and long-term roadmap of Invico’s energy portfolio and overseeing the energy investment team. Before joining Invico, Curt served as the Vice President of Operations at Summit Resource Ltd. and Bonus Energy Ltd. before transitioning to Legacy Oil and Gas Inc. as the Vice President of Production. He also worked as the President of Mount Bastion Oil and Gas Corp. and most recently served as the Chief Executive Officer and President of Point Break Energy Corp. Over the years, Curt has been directly involved in the evaluation and closing of more than $1.7 billion of oil and gas mergers and acquisitions (M&A) and is a former executive of the Society of Petroleum Evaluation Engineers (SPEE) and the Canadian Institute of Mining (CIM) – Petroleum Branch.

Curt currently serves on the Board of Directors of two private oil and gas companies and has co-authored numerous technical papers. He is a Professional Engineer (P. Eng.) and graduated from the University of Alberta with a Bachelor of Science in Petroleum Engineering. Curt resides in Calgary, AB, with his spouse and enjoys running, cycling, and all water activities, as well as rocking out with his band in his spare time.

David Hawkins, CPA, CA

Senior Vice President, Diversified Investments

David Hawkins is the Senior Vice President of Diversified Investments at Invico Capital Corporation and has over 25 years of experience in the financial, industrial, and oil and gas services industries. As Senior Vice President of Diversified Investments, he is responsible for helping facilitate non-energy financings in partnership with the investment team and acting as Vice President for several of Invico’s wholly-owned subsidiaries, including Redrock Camps LP, Sockeye Modular Installations LP, and Gator Technologies LLC. Before joining Invico, David served as a Manager at KPMG before transitioning to become Chief Financial Officer at Total Energy Services, where he helped grow the company’s market capitalization from $20 million to over $500 million. He also acted in Chief Executive and Chief Financial Officer roles at Enseco Energy Services and Quantum Downhole Systems Inc. and co-founded GroundForce Geodrilling Solutions Inc.

David is a Chartered Professional Accountant (CPA) and Chartered Accountant (CA) and graduated from the University of Calgary with a Bachelor of Commerce in Accounting. He lives in Calgary, AB, with his spouse and is an active member of the alpine skiing community, having coached for over 35 years and twice served as the Race Chairman at the Lake Louise Audi FIS Ski World Cup.

Sara Pettigrew, P. Eng.

Director, Energy Investments

Sara Pettigrew is the Director of Energy Investments at Invico Capital Corporation and has over 20 years of experience in the energy sector. As Director of Energy Investments, she oversees Invico’s non-operated energy working interest and royalty interest assets and all oil and gas financings in North America. Before Invico, Sara served as a Reservoir Engineer at Mobil Oil Canada and BP and a Senior Reservoir Engineer at Apache Corporation. She then transitioned to working as a Director of Engineering at Scotiabank before moving to Obsidian Energy Ltd. In a Business Development Management position. Most recently, she worked as a Director at Waterous Energy Fund. Over the years, Sara’s work has primarily been focused on reservoir development and valuation, and oil and gas mergers and acquisitions (M&A) within North America.

Sara is a member of the Association of Professional Engineers and Geoscientists of Alberta (APEGA) and the Society of Petroleum Engineers (SPE) and graduated from the University of Calgary with a Bachelor of Science in Engineering. She resides in Calgary, AB, with her spouse and two children and enjoys spending time soaking in the local flavors and sounds – in fact, she used to try and visit one new restaurant and attend one live music show each month until COVID-19 squashed her plans…it is a good thing she can still head to the West Coast and partake in regular sailing adventures.

Julie Wright

Vice President, Sales West

As Vice President of Sales West at Invico Capital Corporation, Julie Wright brings over 25 years of experience in corporate finance and investment sales to her role overseeing the sales coverage within British Columbia on behalf of Invico Diversified Income Fund. Before joining Invico, Julie served as Vice President of Regional Sales at Franklin Templeton Investments before becoming a Sales Director at Foresters Financial. Most recently, Julie worked as the Managing Director of Sales at Harvest Portfolios Group, where she specialized in providing sales and marketing solutions to registered securities representatives in British Columbia.

A born and bred Vancouverite, Julie is committed to personal health and well-being and enjoys spending time golfing and maximizing her time outside enjoying the beautiful sights and sounds of the West Coast. She is also an active community member and has participated in the “Ride to Conquer Cancer” and the “Workout to Conquer Cancer” for the past several years.

David Roy

Vice President, Sales East

David Roy is the Vice President of Sales East at Invico Capital Corporation and has over 15 years of experience in the financial services industry. As Vice President of Sales East, David provides sales coverage to the Eastern provinces of Canada on behalf of Invico Diversified Income Fund. Before joining Invico, David spent nine years at Franklin Templeton Investments as a Regional Sales Manager and most recently worked at NEI Investments as a Vice President of Sales, where he specialized in ESG-focused investing.

David graduated from the University of Ottawa with a Bachelor of Arts in History and Literature. He enjoys reading about Mexican history in his spare time and is fluent in French and Spanish, although he continues to struggle with Turkish, which is his wife’s first language. As a long-time resident of Toronto, ON, he is a big fan of the Raptors and is well known for throwing some of the best dinner parties in the city's East-end.

Jamaica Zarchekoff

Director, Sales West

Jamaica Zarchekoff is the Director of Sales West at Invico Capital Corporation and has over 15 years of experience in the finance and oil and gas industries. As Director of Sales West, she is currently responsible for partnering with advisors in the CIRO channel within the Canadian Prairies region and supporting Dealing Representatives in the Exempt Market across Canada. Jamaica started her career in the finance industry as the Sales Assistant in Western Canada for OpenSky Capital, then as a Crude Oil Pricing Analyst at Plains Midstream Canada. She served as a Surface Land Analyst for Crescent Point Energy for several years before reentering the finance industry as a Business Development Manager at Renaissance Investments, providing territory coverage for British Columbia. Most recently, Jamaica was a Land and Drilling Analyst for CWL Energy and Saguaro Resources Ltd. before joining the team at Invico.

Jamaica is a graduate of the University of Calgary Haskayne School of Business with a Bachelor of Commerce in Finance, where she was an active member of the Alpha Gamma Delta sorority. She also holds a Surface Land and Mineral Land Certificate from Mount Royal University and successfully completed the Exempt Market Proficiency (EMP) Course in 2021. As a native of Calgary, AB, Jamaica loves cheering on the Calgary Flames or Stampeders any chance she gets and comes from a lineage of family members working in the finance industry - both her dad and uncle have been advisors for over 30 years. Jamaica enjoys spending time with her dogs and friends and remains actively involved with her sorority by volunteering as the Finance Advisor.

Jillian Tyler, MBA

Vice President, Marketing

As the Vice President of Marketing at Invico Capital Corporation, Jillian brings over a decade of experience leading strategic multi-channel B2B, B2C, and B2B2C marketing programs to her role in overseeing the development and execution of the marketing roadmap on behalf of Invico’s managed investment offerings and providing full-service marketing support for several partner firms and subsidiary businesses across North America. Before joining the firm, Jillian worked at companies in varying stages of growth, from start-ups to Fortune 500 companies, and started as a Marketing Communications Associate and Digital Marketing Specialist at Field Nation before transitioning to Thomson Reuters, where she served as a Senior Marketer in the legal division. Most recently, Jillian acted as the marketing lead at Strategic Education Inc., where she managed the go-to-market strategy for all degree programs within the Schools of Business, Technology, and Public Service Leadership at Capella University and the scholarship programs at both Capella University and Strayer University.

Beyond her role at Invico, Jillian is a mentor for the BMO Mentorship Program at the University of Calgary’s Haskayne School of Business. She graduated from Capella University with an MBA in Marketing and the University of Minnesota – Twin Cities with a Bachelor of Arts in Journalism and Mass Communication. Jillian lives in Calgary, AB, with her spouse and enjoys spending time outdoors and partaking in any athletic endeavor (other than running). She is also a two-time Olympian and represented Canada in the 2008 Beijing and 2012 London Summer Olympic Games in swimming and was an NCAA champion, 7-time First Team NCAA All-American, 13-time Big Ten Champion, University of Minnesota Alumni “M” Club Hall of Fame inductee, and University of Minnesota Swimming & Diving Hall of Fame inductee.

Bruce Cameron

Director, Energy Business Development

Bruce Cameron is the Director of Energy Business Development at Invico Capital Corporation and has more than 15 years of experience in the Canadian energy sector. As Director of Energy Business Development, he oversees all mineral negotiations, land contracts and data management for Invico’s energy portfolio. Before joining Invico, Bruce served as a Senior Mineral Negotiator and Land Analyst at Husky Energy before transitioning to Enerplus as a Mineral Negotiator. Most recently, he served as a Consulting Land and Business Development Manager at various start-ups. Over the years, Bruce’s work has primarily focused on land in the Western Canada Sedimentary basin and oil and gas mineral and contract negotiation, land administration, and process implementation.

Bruce is a member of the Canadian Association of Land and Energy Professionals and graduated from the University of Calgary with a Bachelor of Commerce in Petroleum Land Management. He resides in Calgary, AB, but is an avid world traveler, having visited five continents and been born and raised in Harare, Zimbabwe.

Loren Brown

Director, Energy Accounting

As the Director of Energy Accounting at Invico Capital Corporation, Loren Brown brings over 15 years of experience in joint venture and operational accounting to his role overseeing the accountancy of the non-operated working interest assets of Invico’s energy portfolio. Before joining Invico, Loren worked as a Joint Venture Accountant and Analyst at several large multinational oil and gas exploration and production companies, including Apache Corporation and ConocoPhillips. Since then, he has also managed operational accounting groups at smaller, locally based oil and gas firms, such as Sword Energy, Chinook Energy, and most recently, Bellatrix Exploration. Over his career, Loren’s expertise has included both the operated and non-operated aspects of energy accounting and the management of joint venture and operational accounting teams.

Loren holds a Petroleum Joint Venture Association (PJVA) Analyst Certificate and graduated from the University of Calgary with a Bachelor of Commerce. As a born and bred native of Calgary, AB, Loren and his wife were both nationally recognized athletes growing up and continue to be active in sport, along with their daughter.

Sabrina Liak

Chief Financial Officer & President, KITS

Sabrina Liak is the Chief Financial Officer and President of KITS Eyecare, Ltd. She has over 20 years of experience in the financial services industry, including 14 spent at Goldman Sachs as a Managing Director and Portfolio Manager for a private equity portfolio of growth companies for Goldman Sachs Investment Partners. Sabrina has served on the board of directors for several companies, including PetroEdge Energy, Lightfoot Capital, and FloDesign Wind. She has also served on Goldman Sachs’ firm-wide physical commodity review committee and investment partners’ private investment committee. Currently, Sabrina serves on the board of Mount Logan Capital and CEP Ltd. and on the investment committee of the Vancouver Foundation. She is a Chartered Financial Analyst (CFA®) Charterholder and graduated from the Richard Ivey School of Business at the University of Western Ontario with an Honors Bachelor of Business Administration.

Tyler Gramatovich, CFA^®

Director, Credit Investments

Tyler Gramatovich is the Director of Credit Investments at Invico Capital Corporation and has over a decade of experience in the North American high-yield and leveraged loan market. As Director of Credit Investments, Tyler is responsible for originating and analyzing corporate debt investments on behalf of Invico Diversified Income Fund. He also oversees secondary corporate credit investment opportunities, including the generation of investment ideas, conducting fundamental analysis, and executing trades through broker relationships across North America on behalf of the firm.

Prior to working at Invico, Tyler began his career in investment banking at Cowen and Company in New York, where he served as an analyst in the Capital Markets group. He then joined Peritus Asset Management as a High Yield Credit Research Analyst, where he was responsible for idea generation, credit selection, and investment monitoring for the first actively managed high-yield bond and leveraged loan ETF listed on the NYSE, which grew to over $1Bn USD. Tyler then transitioned to Gateway Credit Partners in a similar investment role, with a focus on the secondary leveraged loan market across various fund structures, including CLOs and ETFs, and was most recently the Portfolio Manager for an actively managed secured credit ETF.

Tyler is a Chartered Financial Analyst (CFA^®) Charterholder and graduated from the University of Alberta with a Bachelor of Commerce. He lives with his wife in Calgary, AB, and enjoys playing hockey, tennis, and snowboarding.

Jordan Green

Director of Sales

Jordan Green is the Director of Sales at Invico Capital Corporation and has more than 15 years of experience in sales and business development. As Director of Sales, she is currently responsible for expanding Invico’s presence within the French-speaking Canadian provinces and managing relationships with select brokerages and advisors in the Prairies region. Jordan started her career in marketing and communications as a Media Sales Executive at S.M.A.R.T. Advertising, then as the Marketing and Communications Officer at Firedog Communications before transitioning into the financial services industry as a Client Services Professional at Olympia Trust Company. Most recently, she served as the Regional Sales Manager at Newlook Capital.

Jordan is bilingual in French and graduated from the Algonquin College of Applied Arts and Technology with an honours Diploma in Business Marketing and Concordia University with a Diploma in Public Relations, Advertising, and Applied Communication. She resides in Calgary, AB, with her spouse and enjoys staying active, including snowboarding, hiking, golfing, and cheering on her hometown team, the Montreal Canadiens, in her spare time.

Claire Hawker

Marketing & Design Associate

Claire Hawker is the Marketing & Design Associate at Invico Capital Corporation and has more than five years of experience in corporate and creative marketing and graphic design. As the Marketing & Design Associate, she is currently responsible for conceptualizing multi-disciplinary visuals, developing branded images and layouts, and producing and editing various multi-media on behalf of Invico and its managed service offerings. Before joining the company, Claire worked as a Graphic Designer and Marketing Coordinator at Di-Corp and as a Junior Graphic Designer and Social Media Coordinator at WINSociety overseeing their visual branding, social media accounts, and digital and traditional marketing efforts. Most recently, she served as a freelance Graphic Designer and Social Media Coordinator and Illustrator for several clients, including the Miywasin Friendship Centre and Peak Medial Group.

Claire graduated from Medicine Hat College with a Bachelor of Applied Arts in Visual Communications and was a member of the Phi Theta Kappa Honours Society. She resides in Calgary, AB, and in her spare time, enjoys painting and screen printing, and is currently living out her HGTV dreams renovating and DIY-ing her first home.

Dave Guebert

Board Member, Various Companies

David has over 40 years of experience in finance and accounting, including thirty spent as the Chief Financial Officer at various public and private companies in the merchant energy, investment, and technology industries. Dave currently serves as a member of the Boards of Directors and Chairman of the Audit Committee at Legend Power Systems, Inc., Quisitive Technology Corporation, and Discover Wellness Solutions, Inc., and is an active board member of Hockey Calgary. He is a Charted Professional Accountant (CPA) and holds an ICD.D designation, which recognizes professionals who demonstrate commitment to the professional practice of corporate directorship in line with global principles of modern corporate governance. Dave graduated from the University of Saskatchewan with a Bachelor of Commerce.

Riley Kadatz

Director, Investments

Riley Kadatz is the Director of Investments at Invico Capital Corporation and has over a decade of experience in corporate banking. As Director of Investments, Riley originates and oversees lending opportunities on behalf of Invico Diversified Income Fund. He began his career in the agriculture space with ATB Financial before transitioning to Canadian Western Bank, where he served as a Senior Account Manager in the Commercial Banking division with a focus on construction real estate. Riley then worked as a Senior Relationship Manager in the Energy Finance department at HSBC before making the leap to BMO Financial Group, where he served as a Director within the Corporate Finance division. Throughout his banking career, Riley has led or contributed to over $12 billion in financing.

Riley graduated from Red Deer Polytechnic with a Diploma in Commerce and is finalizing his MBA with a specialization in Entrepreneurship and Entrepreneurial Studies from the Australian Institute of Business. He lives in Calgary, AB, with his spouse and enjoys escaping the city whenever possible to enjoy all the outdoor activities the mountains have to offer.

Jae Hui Kim, CPA, CFA

Director, Investments

Jae Hui Kim is the Director of Investments at Invico Capital Corporation and has over seven years of experience in investment analysis and valuation. As Director of Investments, Jae is responsible for analyzing investment opportunities on behalf of Invico Diversified Income Fund. Prior to working at Invico, Jae served as the senior legislative auditor at the Office of the Auditor General of Alberta, where he gained experience in the audit of government reporting entities, including crown institutional investors, before transitioning to KPMG Canada, where he worked as a Manager in the Deal Advisory Practice.

Jae is a Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA®) Charterholder and graduated from the University of Toronto with a Bachelor of Business Administration. He lives in Calgary, AB, with his family and enjoys running and playing tennis.

William Fraser

Business Development Manager

William Fraser is a Business Development Manager at Invico Capital Corporation and has over two years of experience in the investment management industry. As Business Development Manager, William supports wholesale team members in both British Columbia and Ontario to facilitate introductions with CIRO advisors. He is also responsible for partnering with CIRO advisors within the Maritimes and Exempt Market Dealing Representatives in both the Ontario and Maritime regions.

Before working at Invico, William served as a Regional Inside Sales Associate at Portland Investment Counsel Inc., where he focused on developing relationships with investment advisors across Canada for various private debt and hedge fund solutions. He was also actively involved in raising capital for global private equity investments centered around precision medicine.

William graduated from Wilfred Laurier University with a Bachelor of Arts in Psychology and a minor in Business Management. He has since completed his Canadian Securities Course (CSC) and plans on working towards his Chartered Investment Manager (CIM) designation. William resides in Oakville, ON, with his fiancé and enjoys yoga, rock climbing, and cooking. His favorite meal to make is Neapolitan-style pizza in his wood oven, which he built with his dad. When he’s not making pizza, you can find William mastering his latté art skills.

Ali Naqvi

Business Development Associate

Ali Naqvi is a Business Development Associate at Invico Capital Corporation and has over 4 years of experience in client service and business development in the financial services industry. As a Business Development Associate, Ali is responsible for working alongside the Senior Vice President of National Sales, Randy Beaudoin, to help expand the sales presence of Invico’s family office and institutional channel across the Prairie provinces on behalf of Invico Diversified Income Fund. Prior to working at Invico, Ali began his career as a Sales Coordinator Intern at PIMCO before working in various sales roles at Scotiabank and Tangerine. He then transitioned to Dynamic Funds, where he served as an Inside Sales Representative, helping to expand wholesaler coverage to CIRO advisors in Calgary, AB.

Ali graduated from Seneca Polytechnic with an Honours Bachelor of Commerce and a Business Administration degree in Business Management. He is actively working to attain the Chartered Investment Manager (CIM®) designation and has completed the Investment Funds in Canada (IFC), Canadian Securities Course (CSC®), and Investment Management Techniques (IMT®) courses, as well as the Fundamentals of Alternative Investments (FAI) certificate.

Ali prides himself on being goal-oriented and fostering mutually beneficial relationships with advisors. As a student of the financial markets, he is constant in his approach to learning and being focused on growing as an individual. He can be found at the gym or hiking in the mountains in his free time.