Team

As the President and CEO of Share the Wealth, Jayn Steele is a licensed Dealing Representative, partnered with Pennant Capital Partners Inc (Pennant) to promote select exempt market products to qualified investors in BC and Alberta. Click here to read more about Jayn.

Pennant Capital Partners Inc. is a licensed Exempt Market Dealership, headquartered in Calgary, Alberta.

David Rankine, BA - President - Pennant Capital Partners Inc.

David is the President and a Principal of Pennant Capital Partners Inc. David has over 16 years in sales and management experience. He was most recently an Account Manager at Walton International Group. Davis has extensive knowledge in financial services, and once managed a $100 Million portfolio for a Tier 1 CPG company. He has also developed and built out sales reporting and management systems, facilitating operations.

David carries the Canadian Securities Certificate 2009, and has extensive knowledge and experience in Exempt Market Products.

Jason Brooks, CFA, PM, BComm - CEO - Pennant Capital Partners Inc.

Jason is the CEO, Founder and a Principal of Pennant Capital Partners Inc. He is also the President and Founder of Invico Capital Corporation (2005 - current). He is also the Portfolio Manager to the Invico Capital Private Equity LP, established in 2006, Invico Energy II, established in 2008, Invico Diversified Yield Fund, the Pennant Select Flow Through Fund, established in 2010, and the Invico Energy III L.P. Fund, established in 2011.

Currently, Jason, along with Allison Taylor, manages over $100 million of invested capital across 14 private company portfolio investments. Jason is responsible for the assessment of investment opportunities on behalf of the funds managed by Invico and approves the commitment of investment funds. In addition, in his role as President of Invico Capital Corporation he assists companies with mergers, acquisitions, and the sourcing of debt and equity. Previously having served as Vice President with Ernst and Young Orenda Corporate Finance Inc. (2000 - 2005), Jason brings over 16 years of experience focused on private financings in the oil and gas, power and utilities sector both in Canada as well as internationally. In addition, he has advised on greater than $3 billion of private and public merger and acquisition, divestiture and financing transactions.

Jason is a registered Portfolio Manager (PM) with the British Columbia, Alberta, Saskatchewan and Ontario Securities Commission, holds the Chartered Financial Analyst (CFA) designation and is a graduate of the Haskayne School of Business with a Bachelor of Commerce.   

Allison Taylor, MBA, PM, BSc(Hon) - COO - Pennant Capital Partners Inc.

Allison is the Chief Operating Officer and a Principal of Pennant Capital Partners Inc. She is also the Chief Executive Officer of Invico Capital Corporation, established in 2006, Invico Energy Energy II, established in 2008, Invico Diversified Yield Fund, established in late 2010, the Pennant Select Flow-Through Fund, established in 2010, and the Invico Energy III L.P. Fund, established in 2011. 

Currently, Allison, along with Jason Brooks, manages over $100 million of invested capital across 14 private company portfolio investments. She is responsible for the assessment of investment opportunities of behalf of the funds managed by Invico and approves the commitment of investment funds.

In addition, in her role as Executive Vice-President of Invico Capital Corporation, Allison is responsible for advising clients on mergers and acquisitions transactions, strategic and financial alternatives and financings within the energy sector. Previously in her role as Senior Associate with Ernst and Young Orenda Corporate Finance (2001 - 2005), Allison brings over 13 years of experience in corporate finance in both the private equity and financial advisory services within the energy sector.

Allison is a registered Portfolio Manager (PM) with the British Columbia, Alberta, Saskatchewan and Ontario Securities Commissions. Allison is a graduate of the Haskayne School of Business with an MBA in Finance and is a graduate of the University of Western Ontario with an Honours Bachelor of Science in Actuarial Science and Statistics.
 
Jonathan See CIM, CFA

Jonathan is a Senior Associate of Pennant Capital Partners Inc., and is primarily involved in the due diligence of third party exempt products and client portfolio assessment. Jonathan also assists in the creation and deployment of internally manufactured exempt products through Invico Capital Corporation, in which he acts as Senior Associate and Portfolio Manager. Jonathan joined Invico Capital Corporation in 2007 and is responsible for assessing investment opportunities as well as the adminstration, valuation, and unitholder reporting for all the funds under management.

Previously, Jonathan worked in National Bank Financial's Corporate and Investment Banking Division, where he focused his time of due diligence, valuation and market assessments pertaining to equity financing and merger and acquisition mandates in the energy sector. Jonathan graduated with distinction from the Haskayne School of Business with a Bachelor of Commerce with a concentration in Finance, and earned membership to the International Honor Society Beta Gamma Sigma for academic acheivement. Jonathan also holds the Canadian Investment Manager (CIM) designation and is a Chartered Financial Analyst (CFA) charterholder. 


Marija Grubor, B.Comm Finance - Analyst

Marija graduated with distinction from the Haskayne School of Business with a Bachelor of Commerce in Finance. She was welcomed into the Invico team in June 2011 after being a Consulting Analyst with Accenture Consulting Division at which she was involved with several large scale strategic implementation projects. Previous to Accenture, Marija had worked at GE Capital as a Western Canadian Assistant Portfolio Manager (Co-op) and as a Business Development Analyst at a private oil and gas company. 

"Scarcely anyone in this country was taught about money, about their personal money. You can prove this easily to yourself. Poll the people you know who don't have a debt problem, especially the women. Ask them if they were ever taught about money in school or by their parents. You're not likely to find more than one or two, if any, who'll say yes.There's no mystery or magic about money. Anyone who has mastered grade school arithmatic or can use a simple calculator is capable of managing his or her own personal finances. It's the belief, hidden or not so hidden, that you can't handle money that's causing the trouble."
- Jerrold Mundis - (author of "How to Get Out of Debt, Stay Out of Debt and Live Prosperously")

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