Alternative Financing for small and mid-sized private companies


Seasoned, entrepreneurial, with a track record of execution across a number of industries, in both public and private market environments.

STEVE MEEHAN, Co-Founder of the Fund and Trustee of Glen Road Trust

Steve has been in the financial industry for over 20 years, during which time he co-founded
and was the Chief Executive Officer of Investment Planning Counsel Inc. (IPC).
During Steve’s tenure, IPC grew from two small offices with approximately 30 Advisors
to a fully integrated wealth management organization which, at the time of Steve’s
departure, had $18 billion in assets under administration and $3 billion in assets under
management. IPC was sold to IGM Financial in 2004, a member of the Power Financial
group of companies. After IPC’s sale, Steve carried on as CEO and continued to guide
the growth of the company. He left IPC at the end of 2010 to pursue his interests in
venture capital and philanthropy, and joined Bellwether Investment Management Inc. as its
chairman in October 2011.


CHRISTOPHER DINGLE LL.B., Co-Founder of the Fund and Trustee of Glen Road Trust

Mr. Dingle is a graduate of Osgoode Hall Law School with over 30 years of business
experience in the real estate and financial services industries. He was CEO of RealFund,
Canada’s first Real Estate Investment Trust (REIT). He was also a founding director and
President of IPC Financial Network Inc., a consolidator of mutual fund broker/dealers that
attracted over seven hundred financial planners across Canada. Mr. Dingle was a director
of the Canadian Institute of Public Real Estate Companies (CIPREC) and served on boards
of private and publicly listed companies including Royal LePage Ltd., Delta Hotels Ltd.,
RealFund, IPC Financial Network Inc. and Lorne Park Capital Partners Inc.

KELLY KLATIK, Independent Director

Currently acting as managing director of Cypress Hills Partners, Mr. Klatik has over
23 years of experience as a strategist, financier and operator, predominantly in the
investment banking/management and alternative asset sectors. He holds an Institute of
Corporate Directors designation (ICD.D). Mr. Klatik received a Bachelor of Commerce in
Accounting from University of Saskatchewan, an MBA from Royal Roads University and
earned the Institute of Corporate Directors designation (ICD.D) from Rotman School of

DAVID FEATHER, Independent Trustee

Mr. Feather has over thirty years of experience in the investment management industry.
He is currently Chairman of Russell Investments Canada Ltd., where he served as
President and CEO from 2010 to 2017. Previously, he was with Mackenzie Financial
Corporation from 1991 to 2010, and was Executive Vice President of the corporation and
President of Mackenzie Financial Services from 2002 to 2010. He is Vice-Chairman of
The Peter Cundill Foundation (Bermuda) and is a member of the Board of Governors at
McMaster University.

Contact Us


1267 Cornwall Road, Suite 200 Oakville, Ontario L6J 7T5


Glen Road