Greg has over 10 years’ experience in financial services and provides mid-market businesses with tailored subordinated debt, mezzanine and equity financing solutions for growth, acquisitions and transitions.

Previously, Greg was Project Lead during First West Credit Union’s recent merger with Island Savings Credit Union, conducting due diligence, and overseeing the integration planning and execution between the two Credit Unions. Prior to this, during his four years with Island Savings, Greg held several finance-related positions, including Manager, Treasury. Greg was also an internal auditor with a Vancouver-based firm which focused primarily on financial services clients, among others, in Western Canada.

Greg is proud to have volunteered in the 2010 Vancouver Winter Olympics, where he served as Event Services Host at Canada Hockey Place (Rogers Arena) and B.C. Place. Greg has also been a board member of the Institute of Internal Auditors’ 2010 National Conference and served multiple terms on the board for their Vancouver Island Chapter.

Greg completed his Master of Science (M.Sc.) in Corporate Finance at EDHEC Business School in Nice, France. Greg earned his Bachelor of Arts in Business Administration (B.A), with a major in Finance and a minor in Economics, at Vancouver Island University.

Recent posts by Greg Smith

The Rise of the Consumer in China and What This Means for Western Canada Mar 03, 2016

The Chinese economy is slowing down. It is hardly alone – much of the world has experienced economic tumult and uncertainty over the last two years. In China’s case, the economy is undergoing a fundamental shift away from infrastructure and development to consumption-based growth, similar to what drives most advanced economies. The impact of this transition is being felt globally. The resource-dependent economies of Western Canada are being particularly hard hit, at least in the short term.

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Foreign currency and domestic headaches May 03, 2015


Managing your foreign currency risk

Operating a business is complicated, and if you are the kind of firm that operates over sovereign borders you likely experience a whole new level of complexity. When doing international business it’s critical for you to be supported by a talented team of partners to assist with legalities, tax regimes and currency considerations. Lawyers can help you with the legal matters, accountants can help you with the tax issues, and your banker can help you with your currency needs. Continue Reading