- Our TeamJim Pelot: Principal, Chief Financial Officer
- Richard Tremblay: President
- Kevin Miller: Director
Jim is responsible for the Company's finance and administration function and plays a key role in the planning, advisory and wealth management aspects of the business. Jim has been co-founder of three companies over the last fifteen years in the high tech and biotech industries. Most recently, he was Chief Financial Officer and Chief Operating Officer of Arctic Diagnostics Inc. which was awarded Life Sciences Company of the year honours. Immediately prior to Arctic, Jim was CFO and COO of Tm Bioscience Corporation, a TSX listed company. Jim has broad capital markets experience, having raised $100M from a variety of private and public sources for his startups. Jim holds a B. Comm. degree from the University of Ottawa, is a Chartered Professional Accountant and has held a number of Board and volunteer positions in a variety of organizations.
Richard is the President of ABEX Private Wealth Management Inc. (APWM). Before his role as President for the firm, Richard spent ten years working for two of Canada's "big-six" Chartered Financial Institutions, as a Financial Advisor and Registered Retirement Consultant serving personal and small business clients. Since joining the APWM, his focus has been on developing a platform of success for Independent Financial Advisors. With an eye for innovation and a passion to deliver the best client-centric solutions, Richard collaborated with industry experts and inspiring leaders in an effort to create a competitive and forward thinking model for Independent Financial Advisors and their financial practices.
Kevin is the President of ABEX Brokerage Services Inc., a national MGA based in Calgary, Alberta, since 1986. Having enjoyed an entire career in sales and sales management; Kevin became President of ABEX Brokerage in 2007.
With his extensive sales and management experience, he continues to apply the belief that strong product knowledge is crucial to ensure clients are provided with the best solution for their individual needs.