Dana Willmer, MBA, CFP
Dana completed a Master of Business Administration at Simon Fraser University, a Bachelor of Commerce degree at the University of Alberta, he is a Certified Financial Planner (CFP) and he has completed the Canadian Securities Course (CSC).
Partner Economics, Founder (2019 – present)
Cloudspeed, Principal (2014 – 2019)
1ClickFactory, Director, Global Benchmarking (2013 – 2014)
Salesworks Systems Inc., Senior Consultant (2005 – 2013)
CUETS, Vice President (1998 – 2005)
Coast Capital Savings, various leadership roles culminated in Director, Product & Channel Development (1993 – 1998)
Gilmore & Associates, Regional Associate (1988 – 1992)
Wood Gundy, Securities Broker (1986 – 1988)
Investors Group, Financial Planner (1982 – 1986)
Dana’s deep expertise in the tech space, coupled with the experience he gained early in his career working as an analyst and securities broker gives him a unique perspective on mandates in the tech space. Dana also has years of experience in M&A transactions involving tech companies.