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With hosts Wolfgang Klein and Jack Hardill.  Guests: James A (Sandy) McIntyre, Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments  Jamie Carassco, Senior Investment Advisor and Senior Portfolio Manager at Canaccord Genuity Wealth Management.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Don Vialoux, co-founder of Tech Talk, is a past president of the Canadian Society of Technical Analysts (CSTA).  Mr. Vialoux has 45 years of experience in the investment industry, including prominent positions held at Richardson Greenshields and RBC Investments. He is the author of a daily letter on equity markets, which is available free at TimingTheMarket.ca. The Web site has recently received an average of 1.6 million hits per month from 130 countries. Mr. Vialoux is also the author of a frequent column on Exchange Traded Funds published at GlobeAndMail.com that combines technical, fundamental, and seasonality analysis. He is a frequent presenter on Business News Network (BNN) Television. Mr. Vialoux formerly offered advice to the Horizons Seasonal Rotation ETF (HAC). He holds the designation of Chartered Market Technician (CMT).   Amos Nadler PhD, Founder and Chief Scientist Founder and Chief Scientist at Prof of Wall Street Amos is a Chief Scientist, finance and behavioral economics researcher with emphasis on digital assets. Leveraging years of innovation, research, finance, marketing, and leadership experience to make material improvements in industry. Amos specializes in Behavioral finance, neuro-finance and neuro-economics, econometrics, economic analysis, healthcare marketing, branding and identity, marketing strategy, value-driven marketing.

With hosts Wolfgang Klein and Jack Hardill.  Guests: John Johnston, Advisor, Davis Rea Ltd Investment Management   Javed Mirza, Canaccord Genuity Technical Analyst - Javed joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society.

*THIS IS A REPLAY OF PAST SEGMENTS OF HiFi RADIO* With hosts Wolfgang Klein and Jack Hardill.  Guests: David Milosevic, Lawyer | Milosevic & Associates David primarily practices complex commercial litigation, fraud and securities litigation. He is certified by the Association of Certified Fraud Examiners (ACFE). David’s practice is focused on complex commercial litigation, fraud, and securities litigation. He has acted on some of the largest civil fraud claims in Ontario and has extensive experience managing complex litigation involving large volumes of documentary disclosure and multiple parties. David takes a long range, strategic approach to litigation, and has a proven track record of obtaining results for his clients. David has successfully defended clients at trial in claims involving tens of millions of dollars in dispute. He has successfully brought complex claims to trial, and has successfully defended clients in class action litigation. David appears regularly before the Superior Court and Court of Appeal for Ontario and has appeared before the Supreme Court of Canada. He is a dedicated advocate who is committed to the highest standards of ethics, expertise and client service in his practice. David has extensive overseas business experience and brings solid business judgment to his clients’ litigation matters. David articled at a major Bay Street law firm. Richard Davis President Investor and Strategy Unity Technologies I sit at the intersection of essentially every part of Unity, I am a trusted advisor up and down the organization by providing a 360-degree view of how our ecosystem of investors, competitors and customers think and respond. Achievements: Recruited sell-side software research coverage for IPO Helped position Unity as a Marketing/AdTech and Development platform for video games with a growing portfolio of e-commerce and industrial use cases Set and communicated IPO and convert economics for co-managers. Unity’s 3Q20 IPO was the largest software IPO in 10 years at that point. Our $1.7B follow-on convertible bond offering was the largest zero coupon offering from a software company in history In 2022, helped our team consider all angles of the $4.4B acquisition of ironSource as well as the unsolicited offer from AppLovin Each quarter I outline and explain the Unity story in meetings, virtually or in-person, with over 150 investors from the Americas, Europe, Middle East and Asia Pacific Vetted and built parallel financial models to FP&A Provided additional, and banker independent, eyes and ears for corporate development for M&A targets Developed and presented key themes at executive strategy sessions Assessed and anticipated competitive actions across a broad spectrum of companies ranging from development platform, game developers, CAD, simulation, digital commerce and AdTech Introduced operating heads to my extensive portfolio of industry contacts; VC and PE partners, operating executives, board members

*THIS IS A REPLAY OF HIFI RADIO FROM DECEMBER 17, 2022* With hosts Wolfgang Klein and Jack Hardill.  Guests: Brad is the broker-president of Brad J. Lamb Realty Inc., Toronto's #1 condo and loft brokerage. Over the last 20 years, Brad has led the marketing and sales programs for dozens of condominium projects in Toronto, Ottawa, and Montreal. Brad is acknowledged in Toronto as one of the city's foremost condominium sales experts. His firm has acted as the exclusive broker at namesake developments such as The Candy Factory, Tip Top Lofts, Glas, 550 Wellington West, 75 Portland, amongst dozens of others. To date, he has been involved in over 13,000 condo sales for over $3.5 billion dollars. Brad J. Lamb is recognized as one of this country's most influential real estate professionals. Kevin Muir The MacroTourist and Host of the Market Huddle Long passionate about markets, Kevin grew up in a household where his father was an equity research director. Being exposed to market talk as long as he can remember, Kevin’s true love was always macro. In fact, his first trade was in the US dollar index which promptly went limit-locked against him. Not deterred, Kevin persevered and got a job on institutional equity desk for a big Canadian bank in the 1990s. Kevin moved into a proprietary group where he was in a charge of the equity derivatives book. Kevin had a ringside seat for the madness of the DotCom bubble, but in 2000, with a new young family, and the desire to no longer work for a bank, Kevin set off on his own. For the next 17 years, Kevin would trade his own account with another former co-worker, and a full-time computer programmer student they hired. Since then, Kevin has joined a well-establish prop group.

With hosts Wolfgang Klein and Jack Hardill.  Guests: George Gianarikas joined Canaccord Genuity in 2022 from Baird, where he was a senior analyst working on a tightly integrated research team covering the broader Sustainability landscape. Prior to joining Baird, he spent over 15 years on the buy side at leading asset managers including Wellington, Putnam, Alydar Capital and Diametric Capital. George graduated from Boston University and started his career on the sell side at Bear Stearns in 2000.  Adrian Bain works as a Executive Director at Newmarket Food Pantry, which is a Non-Profit & Charitable Organizations company and founded in 1988. Adrian is currently based in Newmarket, Canada. The Newmarket Food Pantry provides an emergency supply of three days of food to our clients, which includes fresh produce as well as canned, non-perishable items, baby needs, pet needs and toiletries.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Kevin Muir The MacroTourist and Host of the Market Huddle Long passionate about markets, Kevin grew up in a household where his father was an equity research director. Being exposed to market talk as long as he can remember, Kevin’s true love was always macro. In fact, his first trade was in the US dollar index which promptly went limit-locked against him. Not deterred, Kevin persevered and got a job on institutional equity desk for a big Canadian bank in the 1990s. Kevin moved into a proprietary group where he was in a charge of the equity derivatives book. Kevin had a ringside seat for the madness of the DotCom bubble, but in 2000, with a new young family, and the desire to no longer work for a bank, Kevin set off on his own. For the next 17 years, Kevin would trade his own account with another former co-worker, and a full-time computer programmer student they hired. Since then, Kevin has joined a well-establish prop group. Brad is the broker-president of Brad J. Lamb Realty Inc., Toronto's #1 condo and loft brokerage. Over the last 20 years, Brad has led the marketing and sales programs for dozens of condominium projects in Toronto, Ottawa, and Montreal. Brad is acknowledged in Toronto as one of the city's foremost condominium sales experts. His firm has acted as the exclusive broker at namesake developments such as The Candy Factory, Tip Top Lofts, Glas, 550 Wellington West, 75 Portland, amongst dozens of others. To date, he has been involved in over 13,000 condo sales for over $3.5 billion dollars. Brad J. Lamb is recognized as one of this country's most influential real estate professionals.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Scott Chan joined Canaccord Genuity in July 2010 as a financial services analyst. Previously, Scott worked at an independent investment bank for one year as a small-cap financial services and desk analyst. Scott also worked as a generalist analyst for five years, and at an independent Canadian investment company for three years in special products. He holds an Honours Bachelor of Administrative and Commercial Studies from the University of Western Ontario and an MBA in Investment Management from Concordia's John Molson School of Business. Scott is a CFA charterholder. Robert Young joined Canaccord Genuity as a technology analyst as part of the integration of Genuity Capital Markets in 2010. Previously, Robert worked as a technology strategy consultant with IBM and as a systems engineer for Nortel Networks. Robert was ranked as a top earnings estimator (software/ IT services) in the 2018 StarMine Analyst Awards from Refinitiv. He holds an MBA from the Richard Ivey School of Business at the University of Western Ontario, as well as a Bachelor of Engineering from McMaster University.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Aubrey Hearn, Vice-President and Senior Portfolio Manager at CI Investments Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. *Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund’s benchmark index.

With hosts Wolfgang Klein and Jack Hardill.  Guests: David Milosevic, Lawyer Milosevic & Associates David primarily practices complex commercial litigation, fraud and securities litigation. He is certified by the Association of Certified Fraud Examiners (ACFE). David’s practice is focused on complex commercial litigation, fraud, and securities litigation. He has acted on some of the largest civil fraud claims in Ontario and has extensive experience managing complex litigation involving large volumes of documentary disclosure and multiple parties. David takes a long range, strategic approach to litigation, and has a proven track record of obtaining results for his clients. David has successfully defended clients at trial in claims involving tens of millions of dollars in dispute. He has successfully brought complex claims to trial, and has successfully defended clients in class action litigation. David appears regularly before the Superior Court and Court of Appeal for Ontario and has appeared before the Supreme Court of Canada. He is a dedicated advocate who is committed to the highest standards of ethics, expertise and client service in his practice. David has extensive overseas business experience and brings solid business judgment to his clients’ litigation matters. David articled at a major Bay Street law firm. Youth Employment Services YES, Board of Directors is pleased to announce the appointment of Timothy Lang as President and Chief Executive Officer. “The Board of Directors and Presidential Selection Committee conducted a comprehensive search to identify a President and CEO who will help lead YES into the future and ensure that it continues to achieve its vision of ‘Changing lives…forever’. As President and CEO, Tim Lang will lead a strong team that helps thousands of young people develop skills that help secure employment”, said James Hunter, Chair of the Board of Directors. “We are delighted to have found such a leader in Tim Lang, whose exemplary qualifications will build on YES’ extraordinary strengths and further position the organization for long-term, success.” Timothy Lang has held executive and senior management positions in the corporate and not-for-profit sectors, with an extensive leadership record of success. Most recently Tim served as Vice President, Advancement at St. Francis Xavier University, where he helped achieve record funding and reputational growth. Previously Tim held executive and management positions with Energy Savings Income Fund, Bell Canada, and Xerox. Tim has served on several not-for-profit boards including the Children’s Aid Society Foundation and various food banks and youth organizations. Tim holds a B.A. from StFX University and a Master’s Degree from the University of Manitoba. Tim received the Queen’s Jubilee Medal in 2012 for outstanding contributions to the community. “I am very passionate about the mission at YES and look forward to working with an exemplary team to help make YES greater still”, said Mr. Lang. “YES has received tremendous support from individuals, corporations and government, including Federal, Provincial and the City of Toronto, and this has led to YES having an impact on hundreds of thousands of lives over nearly 50 years. We will strive to grow and help even more youth in the future.” Vice Chair of the Board, Patti Wright stated, “We are excited to have Tim lead the YES organization, and his record of innovation and ability to inspire and excite stakeholders will help achieve the YES mission”. YES believes that employment is empowerment and the cornerstone of safe and healthy communities. YES leads the Canadian youth sector with innovative programs that empower disadvantaged and vulnerable youth to become self-sufficient contributing members of society.

With hosts Wolfgang Klein and Jack Hardill.  Guests: James A (Sandy) McIntyre Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments Aug 2000 – 2018.   Richard Davis President Investor and Strategy Unity Technologies I sit at the intersection of essentially every part of Unity, I am a trusted advisor up and down the organization by providing a 360-degree view of how our ecosystem of investors, competitors and customers think and respond. Achievements: Recruited sell-side software research coverage for IPO Helped position Unity as a Marketing/AdTech and Development platform for video games with a growing portfolio of e-commerce and industrial use cases Set and communicated IPO and convert economics for co-managers. Unity’s 3Q20 IPO was the largest software IPO in 10 years at that point. Our $1.7B follow-on convertible bond offering was the largest zero coupon offering from a software company in history In 2022, helped our team consider all angles of the $4.4B acquisition of ironSource as well as the unsolicited offer from AppLovin Each quarter I outline and explain the Unity story in meetings, virtually or in-person, with over 150 investors from the Americas, Europe, Middle East and Asia Pacific Vetted and built parallel financial models to FP&A Provided additional, and banker independent, eyes and ears for corporate development for M&A targets Developed and presented key themes at executive strategy sessions Assessed and anticipated competitive actions across a broad spectrum of companies ranging from development platform, game developers, CAD, simulation, digital commerce and AdTech Introduced operating heads to my extensive portfolio of industry contacts; VC and PE partners, operating executives, board members

With hosts Wolfgang Klein and Jack Hardill.  Guests: Tony Dwyer // Tony serves as Canaccord Genuity’s Head of the US Macro Group and Chief Market Strategist, and sits on the firm’s US Operating Committee.   Derek Dley // Derek is a consumer products analyst and the Head of Canadian Research. He is part of the Canadian OPCO, working closely with the Head of Capital Markets and the Head of Global Distribution on a multitude of strategic initiatives to the business.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Michael Hainsworth // Toronto-based broadcaster, technology enthusiast, amateur photographer, and self-proclaimed secret agent.  Paula Courtney // Covenant House Sleep Out Event Committee Chair.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Martin Roberge Martin Roberge has served as Managing Director and North American Portfolio Strategist at Canaccord Genuity since 2011. With over 25 years of experience in the securities industry, Martin and his team are responsible for providing tactical asset mix and sector rotation research and recommendations to the firm's investment advisors and institutional clients. He is regularly ranked among Top Gun analysts in portfolio strategy according to the Brendan Wood International survey. Martin is also a board member of ANEB, a non-profit organization which brings support to people suffering from eating disorders across Quebec. He holds a Bachelor of Business Administration in finance from Bishop's University and a Master of Science in finance from Sherbrooke University. Martin is a CFA charter holder and a member of the Montreal Society of Financial Analysts. Don Vialoux Don holds a Chartered Market Technician (CMT) designation, is an independent advisor with close to 40 years of experience in the investment industry. He is a past president of the Canadian Society of Technical Analysts and a former technical analyst at RBC Investments. Don and his son Jon publish a regular technical analysis newsletter, Tech Talk, on their website, Timing The Market. His CMT paper, entitled “Seasonality in Canadian Equity Markets,” was published in the Spring-Summer 1996 edition of the CMT Association Journal. Don also has extensive experience with ETFs and conservative option strategies. In 1990, he wrote a report that was released in the International Federation of Technical Analyst Journal entitled “Profiting from a Combination of Technical and Fundamental Analysis.” The report introduced “The Eight Phases of the Stock Market Cycle,” an investment concept that continues to identify profitable entry and exit points for North American equity markets. He is currently a member of the Toronto Society of Fundamental Analyst’s Derivatives Committee. Don is a frequent contributor to BNN TV.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Gordon Stein Gordon is a personal finance keynote speaker and author of the bestselling Cashflow Cookbook - a unique personal finance book that offers an approach to help readers add millions of net worth with minimal effort and sacrifice. The book has become a Toronto Star column and his talks are in high demand. Speaking presentations include: Wealth Building for Clients of Financial Advisors - In this presentation, innovative strategies are presented to help clients reduce spending with minimal effort and sacrifice, freeing up cashflow for incremental investment contribution Wellness For Employees - High debt loads and housing costs have left employees stressed out like never before. According to PWC, the most requested employee benefit is help with their personal finances. This presentation shows employees some easy recipes to get their finances under control and reduce their stress. Financial Wellness for Students - High School, College and University Students receive very little personal finance education and then graduate and begin to earn for the first time. With worked examples, this talk shows them step by step how to build a solid financial base. Jaime Carrasco, Senior Investment Advisor and Senior Portfolio Manager Jaime is a Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive EARLY from volatility in the global system.

With hosts Wolfgang Klein and Jack Hardill.  Guest: Drummond Brodeur, MBA, CFA Senior Vice-President, Portfolio Manager and Global Strategist Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI, Drummond’s experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor’s degree from the University of Western Ontario and two Master’s degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Javed Mirza joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society. Dan Daviau was appointed President and Chief Executive Officer and a director of the Company and Chief Executive Officer of Canaccord Genuity Group Corp. effective on October 1, 2015. Previously, Dan served as President of Canaccord Genuity’s North American Capital Markets business from February 2015. From 2012 to 2015, he was President of the firm’s US Capital Markets business, where he helped to structure the firm’s investment banking, research, sales, and trading operations in the region and improve cross-border capabilities. From 2010 to 2012, he was Head of Investment Banking for Canaccord Genuity. Before the Canaccord/Genuity merger that was announced in 2010, Dan was a Principal and Founder of Genuity Capital Markets, where he held a variety of senior roles since 2005. Before 2005, Dan was Co-Head of Investment Banking at CIBC World Markets, a firm he joined in 1991. While at CIBC World Markets, he also served as the Head of the Media and Telecommunications Group since 2000 and Head of the Technology Investment Banking Group in Canada since 1997. Having started his career as a securities lawyer with Goodman & Co., Dan has extensive experience in a broad range of financing transactions and M&A assignments. Dan is based in Toronto, Canada. He holds an MBA from York University, an LL.B. from Osgoode Hall/York University, and a B.A. (Math and Statistics) from the University of Western Ontario. Mr. Daviau is not currently a director of any other public companies.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Scott Chan joined Canaccord Genuity in July 2010 as a financial services analyst. Previously, Scott worked at an independent investment bank for one year as a small-cap financial services and desk analyst. Scott also worked as a generalist analyst for five years, and at an independent Canadian investment company for three years in special products. He holds an Honours Bachelor of Administrative and Commercial Studies from the University of Western Ontario and an MBA in Investment Management from Concordia's John Molson School of Business. Scott is a CFA charterholder.   John Johnston, Chief Strategist at Davis-Rea Ltd.

*THIS IS A REPLAY OF HIFI RADIO FROM SEPTEMBER 3rd, 2022* With hosts Wolfgang Klein and Jack Hardill.  This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio. Guests: George Gianarikas joined Canaccord Genuity in 2022 from Baird, where he was a senior analyst working on a tightly integrated research team covering the broader Sustainability landscape. Prior to joining Baird, he spent over 15 years on the buy side at leading asset managers including Wellington, Putnam, Alydar Capital and Diametric Capital. George graduated from Boston University and started his career on the sell side at Bear Stearns in 2000. Sustainability   Sustainability Coverage: Ameresco| AMRC-NYSE ESS Tech | GWH-NYSE Fluence Energy | FLNC-NASDAQ MP Materials | MP-NYSE Rivian Automotive | RIVN-NASDAQ Tesla | TSLA-NASDAQ Wallbox N.V. | WBX-NYSE   Mike Walkley is a Managing Director and Senior Equity Analyst at Canaccord specializing in Internet of Things, Security and Communications Software. According to TipRanks, he was ranked #2 out of 3617 analysts for performance of his stock recommendations in 2014. Mike has over 20 years of experience as a technology research analyst and previously worked at Piper Jaffray, where he was the senior wireless technologies analyst. Mike has also worked in equity research at RBC Capital Markets and Raymond James Financial. Mike was ranked No. 3 stock picker for communications equipment for 2004 by Starmine and No. 5 stock picker for telecommunications equipment for 2004 by the Wall Street Journal. He holds a bachelor's degree in commerce from the University of Virginia and a master's degree in business administration with a concentration in finance and economics from the University of Chicago. Technology,   Media and Telecom Software - Security & Communications: Apple | AAPL-NASDAQ Bandwidth | BAND-NASDAQ BlackBerry | BB-NYSE CalAmp | CAMP-NASDAQ CrowdStrike Holdings | CRWD-NASDAQ Digi International | DGII-NASDAQ Everbridge | EVBG-NASDAQ Impinj | PI-NASDAQ Inseego | INSG-NASDAQ Karooooo Ltd. | KARO-NASDAQ Lantronix | LTRX-NASDAQ MiX Telematics Limited | MIXT-NYSE NAPCO Security Technologies | NSSC-NASDAQ Okta | OKTA-NASDAQ PowerFleet | PWFL-NASDAQ QUALCOMM | QCOM-NASDAQ Sequans Communications S.A. | SQNS-NYSE Sierra Wireless | SWIR-NASDAQ Tenable Holdings | TENB-NASDAQ Twilio | TWLO-NYSE Zscaler | ZS-NASDAQ

With hosts Wolfgang Klein and Jack Hardill.  This week Wolf and Jack bring on guests to talk about mortgage rates, inflation & everything else happening in today's market. Guests: Frank Leo started in the Real Estate market in the recession of 1990, just as the market went into its worst performance since the great depression. As he endured through his initial year, he continued to refine his plan and system. The nickname of Leo “THE LION” became a household name and a continuous quest for a marketing edge and superiority. Frank began to understand the power of this kind of marketing and advertising exposure. Using many marketing techniques to draw attention to his name and his client’s properties, Frank continued to build the ultimate Real Estate business, constantly improving and never settling for less than the best he could be. What good is the name if you don’t have the goods to back it up?   Drew Donaldson, Founder of Donaldson Capital, has over 15 years of lending and financing experience; both within the residential and construction sectors. Having been named top 15 Mortgage Brokers in Canada in 2020, he continues to serve his clients through a customized approach to each situation. Having helped finance over $5 Billion dollars thus far, he is an expert in securing the best rate and total package for his clients. Donaldson Capital was born out of his desire to address a market need for a full-service firm to assist clients from start to finish.