The CBGF Team

The CBGF team was built with one thing in mind – helping mid-sized Canadian businesses grow.

With over 100 years of experience in entrepreneurship, leadership, and investing, our team brings a broad perspective and a successful track record across a broad range of industries, investment types, and geographies.

We have a passion for entrepreneurship and growth; no matter the opportunities or challenges that lie ahead, our team is here to help!

Abigail Griffith

Abigail Griffiths

HR ADMINISTRATOR

At the Canadian Business Growth Fund, Abigail is responsible for providing HR support including HRIS data management, onboarding and offboarding, policy and benefits administration, as well as leading various HR initiatives.

Prior to joining CBGF, Abigail worked as a Talent Acquisition Specialist with experience in HR support, administration, and customer service roles. Outside of work, Abigail enjoys reading, travelling, listening to music, and spending time with her friends and family.

Abigail holds a Bachelor of Arts Degree in Sociology from University of Guelph. After completing her degree, Abigail went on to complete her Graduate Certificate in Human Resources Management from Sheridan College.

Anna Gilliatt

MANAGER, OFFICE OF THE CEO

At the Canadian Business Growth Fund, Anna, as Manager, Office of the CEO will be primarily responsible for supporting the CEO in achieving the Fund’s strategic objectives. In addition, she is responsible for managing marketing & branding initiatives, supporting the HR function as well as overseeing the day-to-day office operations of the Fund.

Anna developed her skills over the 2 and a half years spent as Executive Assistant to the CEO, while increasing her responsibilities over that time. She has four years of administrative and customer service experience in the public sector. Prior to joining CBGF, Anna worked with the York Region District School Board where she was responsible for assisting with the development, implementation and monitoring of student support strategies in the classroom.

Anna graduated from Queen’s University with a Bachelor of Arts (Honours) Degree with a Major in Psychology and Minor in Linguistics.

Anna Gillatt
Arlene

Arlene Paterson

SENIOR ASSOCIATE

Arlene is involved in all aspects of the investment process. She is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments.

Arlene joins CBGF with 8 years of experience in corporate development, strategy and investment banking. Prior to joining CBGF, Arlene worked at Purdue Pharma (Canada) and CIBC Capital Markets. Arlene graduated from the Richard Ivey School of Business with an Honours Business Administration with Distinction and spent time studying at the National University of Singapore.

Brian Hefter

INVESTOR (PORTFOLIO)

Brian is responsible with leading follow-on investments and value creation for CBGF portfolio companies. He also works closely with CBGF’s portfolio companies management teams and helps monitor overall portfolio financial and operational performance.

Prior to CBGF, Brian worked at BMO Capital Partners, Grant Thornton Corporate Finance, and TD Securities. He received a Bachelor of Commerce from the University of Toronto and holds the Chartered Business Valuator designation.

Brian Hefter
Clarissa Campoli

Clarissa Campoli

ASSOCIATE INVESTOR

Clarissa is involved in all aspects of the investment process. She is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments.

Prior to CBGF, Clarissa worked at KPMG LLP in the Transaction Services practice where she was responsible for performing financial due diligence in relation to buy-side transactions. Clarissa also spent several years in the Audit & Assurance practice, specializing in real estate and funds.

Clarissa graduated from the Ivey School of Business with an Honours Business Administration with Distinction and holds a Chartered Professional Accounting designation.

Cole Bradley

INVESTMENT ANALYST

As a member of the investment team, Cole is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to joining CBGF, Cole worked as an Investment Analyst at ScaleUP Ventures. He enjoys snowboarding and playing basketball and golf. He also enjoys travelling and experiencing new cultures and cuisines along the way.

Cole holds a Bachelor of Commerce degree in Accounting and Finance from the Ted Rogers School of Management at Ryerson University.

Cole Bradley
Dale Tingley

Dale Tingley

SENIOR INVESTOR

Dale helps to lead the investment team’s activities in origination, execution, and portfolio management. Having grown up in an entrepreneurial family, he enjoys partnering with ambitious entrepreneurs and helping them take their business to the next level.

With 18 years’ experience in private equity, Dale has invested $750 million in over 50 companies. His investments have ranged from early-stage companies to large growing enterprises with thousands of employees.

Prior to CBGF, Dale worked at BMO Capital Partners, CAI Capital Management, and Working Ventures. He received an MBA from Schulich School of Business, a BA Economics (Honours) and a Diploma of Engineering from the University of Prince Edward Island, and holds the ICD.D designation from the Institute of Corporate Directors.

Erica Calizon

ADMINISTRATIVE ASSISTANT

At the Canadian Business Growth Fund, Erica is responsible for supporting the day-to-day and administrative operations of the office.

Erica has 6 years of combined customer service and administrative experience. Prior to joining CBGF, Erica worked in the restaurant industry taking on increasingly senior roles. Erica was responsible for managing the front of house staff, a team of between 7-10 people, to ensure smooth operations and that a high quality of service was maintained.

Erica Calizon

George Rossolatos

CHIEF EXECUTIVE OFFICER

George Rossolatos has over 20 years’ experience as an investor, entrepreneur, and leader. At CBGF, he is responsible for the strategic direction and management of the Fund.

George joined CBGF as its founding CEO in January 2018, bringing a passion to help entrepreneurs across Canada grow their companies and ‘think bigger’. Prior to CBGF, George was CEO of Avante Logixx Inc. (TSXV:XX). As an investor and operator at Avante for 7 years, his mandate was to determine the company’s strategic direction and vision and execute the go forward plan which included an operational turnaround.

Read More

Grace Reynolds

EXECUTIVE ASSISTANT

At the Canadian Business Growth Fund, Grace is responsible for supporting the Senior Investors day-to-day operations and overseeing the administrative aspects of the investment team.

Prior to joining the CBGF team, Grace has had four years of administrative and customer service experience in the private sector. Most recently, Grace was employed as a preschool teacher responsible for ensuring smooth daily operations by developing and implementing structured programming for preschool aged children.

Grace graduated from Queen’s University with a Bachelor of Arts (Honours) Degree with a Major in Psychology and Health Studies. After completing her degree, Grace went on to complete a Child and Youth Worker Diploma from George Brown College.

Grace Reynolds
Hai Tran Viet

Hai Tran-Viet

SENIOR INVESTOR

Hai is primarily focused on leading the investment team’s activities in transaction origination, execution, and portfolio management. In addition, he assists the CEO in management of the Fund.

Hai joins CBGF with over 17 years of experience in private equity and investment banking. He is passionate about working with entrepreneurs and has a track-record as an active partner with portfolio companies.

Prior to CBGF, Hai worked at Regimen Equity Partners, Signal Hill Equity Partners, and TD Capital (TD Bank’s merchant banking group). Hai graduated with an MBA from Columbia Business School and received a Bachelor of Science degree from McGill University. He also holds the Chartered Financial Analyst designation.

Jamie Learmonth

ASSOCIATE INVESTOR

Jamie is involved in all aspects of the investment process. He is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments.

Prior to CBGF, Jamie spent work terms at Brookfield Financial, InstarAGF, and KPMG LLP. He enjoys sports, especially hockey and golf, and travelling abroad.

Jamie holds a Bachelor of Business Administration (High Distinction) with a specialization in finance from the Lazaridis School of Business and Economics at Wilfrid Laurier University.

Jamie
Jordon Allen

Jordan Allen

INVESTMENT ANALYST

As a member of the investment team, Jordan is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to joining CBGF full-time in 2020, Jordan spent his most recent summer as an intern at the firm. He previously completed internships at the Bank of Montreal (BMO) and Isaac Operations. He enjoys hockey, flag football, behavioural psychology, and cooking.

Jordan holds a Bachelor of Applied Science (Honours) in Applied Mathematics and Mechanical Engineering from Queen’s University.

Karoline Elkind

CHIEF FINANCIAL OFFICER

Karoline oversees the finance team’s activities in financial reporting, tax, and investment valuations. She is the liaison to our shareholders and assists the CEO in management of the Fund.

Karoline joins CBGF with over 15 years of experience ranging from financial statement audit through accounting policy and reporting.  In addition, Karoline lead her Corporate Expense Team through the transition to a controllership model, executed financial due diligence on over 20 transactions ranging from $5 million to over $1 billion for private and public corporations, as well as private equity and worked on the Asset Backed Commercial Paper and Nortel restructurings.

Read More
Karoline Elkind
Keith Townsend

Keith Townsend

VP INFORMATION TECHNOLOGY

Keith is responsible for managing Information Technology for CBGF, including implementation and maintenance of current systems and planning future improvements and innovations.

Keith brings over 20 years experience in an Information Technology leadership role, delivering innovative solutions for both public and private sector organizations – from SaaS start-up with a small team, to multi-national corporations with thousands of employees.

Prior to CBGF, Keith was Director, Management Information Systems and Data Analytics for the Avante Logixx companies, overseeing all of their Information Technology needs. He earned a Bachelor of Technology – Mechanical Engineering, from Ryerson University.

Kyle Zacks

VICE PRESIDENT

Kyle is involved in all aspects of the investment process. He is responsible for assisting in the identification and execution of new investments, and monitoring portfolio investments.

With a passion for sports, Kyle enjoys playing tennis and following the NBA. Prior to CBGF, Kyle worked as an Investment Banking Analyst at Credit Suisse in Toronto. Kyle holds an HBA from Ivey Business School, graduating with Honors and Distinction.

Kyle Zacks

Lilian Wong

SENIOR MANAGER, ACCOUNTING

As Senior Manager, Accounting, at CBGF, Lilian is responsible for supporting the financial and accounting function under the direction of the CFO.

Lilian joins CBGF with over 7 years of public accounting and industry experience. Prior to CBGF, Lilian worked at Wittington Investments and KPMG LLP.

Lilian graduated from Wilfrid Laurier University with a Bachelor of Business Administration with a specialization in accounting. She also holds a Chartered Professional Accounting designation.

Marisa Tartari

INVESTMENT ANALYST

As a member of the investment team, Marisa is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to CBGF, Marisa spent work terms at Hemlock Capital Partners and SAI Global. She enjoys charity work, competitive swimming, and discovering new places.

Marisa holds a Bachelor of Commerce degree (with High Distinction) in Finance and Economics from the Rotman School of Management at University of Toronto.

Marisa Tartari
Mark DSilva

Mark D’Silva

INVESTOR (PRINCIPAL)

Mark is primarily responsible for managing key components of CBGF’s investment process. In addition, he is responsible for assisting in the identification of new investment opportunities and monitoring portfolio investments. Mark enjoys partnering with entrepreneurs to help them realize their growth plans.

Mark has over 10 years of experience in junior capital investment and investment banking. Prior to CBGF, he worked at RBC Capital Partners and TD Securities. Mark graduated from the Richard Ivey School of Business with a Honours Business Administration with Distinction.

Nafia Hassan

IT SUPPORT & DATA ANALYST

As a member of the Information Technology team, Nafia is responsible for supporting CBGF’s Information Technology including administration and security, as well as ensuring the quality and accuracy of the Fund’s data.

Prior to CBGF, Nafia worked as a Network Support Analyst at Metrolinx in Toronto for two years. She enjoys cooking, reading, and spending time with her family.

Nafia holds a Bachelor of Commerce degree in Business Technology Management from the Ted Rogers School of Management at Ryerson University.

Nafia Hassan
Naxin Zhang

Naxin Zhang

SENIOR ACCOUNTANT

As a senior accountant at CBGF, Naxin is responsible for supporting the financial and accounting function under the direction of the CFO.

Naxin joins CBGF with over 15 years of accounting experience in both private and public sectors. Prior to CBGF, Naxin worked as a senior financial analyst at a public company where she was responsible for co-ordinating month-end closing process, assisting the CFO in the production of consolidated Corporate financial statements and ad hoc analysis.

Naxin graduated from the Telfer School of Management at the University of Ottawa with a Bachelor of Commerce (Honours) in Accounting. She also holds the CPA Ontario designation.

Nelson Zhang

INVESTOR

As a member of the investment team, Nelson is primarily responsible for managing key components of CBGF’s investment process. In addition, he is responsible for assisting in identification of new investment opportunities, managing and mentoring Analysts and Associates, and monitoring portfolio investments.

Nelson joins CBGF with 8 years of experience in both private equity and capital markets. Prior to CBGF, Nelson worked at BMO Capital Partners, InstarAGF and Scotia Capital. Nelson holds a Bachelor of Commerce degree and a Master’s degree in Financial Economics from the University of Toronto.

Nelson Zhang
Robert Chen

Robert Chen

INVESTMENT ANALYST

As a member of the investment team, Robert is responsible for carrying out research, analyzing new investment opportunities, and monitoring portfolio investments.

Prior to CBGF, Robert worked as an Investment Banking Analyst at Credit Suisse in Toronto. He enjoys listening to house & techno, playing fingerstyle guitar, and travelling the world.

Robert holds a Bachelor of Commerce degree (with First-Class Honours) in Investment Management from the Desautels Faculty of Management at McGill University.

Rod Wechsler

DIRECTOR OF PORTFOLIO OPERATIONS

As Director of Portfolio Operations, Rod works closely with CBGF’s Leadership and Investment teams to support CBGF’s portfolio companies with implementation of value-creation plans, monitoring financial and operational performance and helping with growth initiatives.

Rod brings over 30 years experience as an entrepreneur and leader, with extensive experience in technology, systems implementation, and workflow optimization.

Prior to CBGF, Rod was the founder of a Security Systems & Automation company that was sold in 2014. He later became the Chief Operating Officer of Avante Logixx Inc. Rod studied Electrical Engineering in South Africa.

Rod Wechsler
Sheri Herblum

Sheri Herblum

VALUATION MANAGER

As a member of the Finance team, Sheri is responsible for leading the valuation process and supporting the ongoing monitoring of CBGF’s investment portfolio.

Prior to CBGF, Sheri worked at FTI Consulting where she specialized in valuations and the quantification of economic losses for international disputes. Sheri also held various finance and consulting roles at TD Bank and Deloitte.

Sheri holds an Honours Business Administration from the Ivey Business School at Western University. Sheri also holds a Chartered Professional Accountant designation and a Chartered Business Valuator designation.

Tiffany Wan

ASSOCIATE INVESTOR

Tiffany is involved in all aspects of the investment process. She is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments.

Prior to joining CBGF, Tiffany worked at CIBC in the Strategy & Corporate Development group where she was responsible for supporting the development and implementation of business strategies and executing transactions. Tiffany also spent several years in Corporate Banking, specializing in the financial services industry. Tiffany graduated from the Ivey Business School with an Honours Business Administration degree with Distinction.

Tiffany
Tommy

Tommy Stamadianos

ASSOCIATE INVESTOR

Tommy is involved in all aspects of the investment process. He is responsible for carrying out research, analyzing new investment opportunities and monitoring portfolio investments.

Tommy joins CBGF with over four years of experience in both private equity and investment banking. Prior to CBGF, Tommy worked at AIMCo and Scotiabank Global Banking and Markets. Tommy holds a Bachelor of Commerce degree from the University of Toronto. He is also a CFA charterholder.