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About us

 

At Devereaux Financial we pride ourselves with the fact that we offer individual, unbiased advice for our clients. When Glenn entered the financial services industry 1/4 of a century ago it was enough to sell RRSP's and life insurance. Today the environment is dramatically different. Clients demand and deserve that we continually increase our knowledge and offer advice and products in many different areas.

 

Specifically, Glenn has satisfied all of the requirements and has agreed to abide by the Code of Ethics of the Financial Planners Standards Council. He obtained his Certified Financial Planner designation which is awarded to a small percentage of Financial Planners in Canada.

 

Glenn also attained his Elder Planning Counselor designation in 2007. Glenn has committed himself to not only maintain his education but to increase his knowledge regularly for the benefit of his clients. We offer many types of alternative investments that don't just go up and down with the stock market.

 

Over many years we have obtained contracts and developed relationships with many Banks, Investment and insurance companies and continue to do so. Why?? It's important that we have access to many different financial institutions for the benefit of our existing and prospective clients. By fostering relationships with institutions and other financial professionals we can also refer additional services to our clients.

 

These are only a few ways we differentiate our selves:

 

» When you phone, you get Glenn directly not a computerized phone system.

 

» You work one on one with Glenn, not a teller or someone new to the business.

» Experience and knowledge, 26 years in the financial industry.

»The security of knowing that we're totally independent in our decisions.

 

 

OUR TEAM

 

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 wasmost 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 Foundar of Invico Capital Corporation (2005 - current). He is also the Portfolio Manager to the Invico Capital Private Equity LP, established in 2006, the FCI Energy Opportunities Fund, established in 2008 and the Invico Diversified Yield Fund, launched in September 2010.

 

Currently Jason, along with Allison Taylor, manages over $60 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 Advisory Services Inc. 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, and a Portfolio Manager to the Invico Capital Private Equity LP, established in 2006, and the FCI Energy Opportunities Fund, established in 2008.

 

Currently, Allison, along with Jason Brooks, manages over $60 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 Advisory Services Inc., 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.
 
Amorena Ridding - Administrator, Legal Documents - Pennant Capital Partners Inc.

With extensive experience at Olympia Trust, Amorena is responsible for Step 1 in the document review process. She is responsible for reviewing the legal documents for errors including Subscription Agreements and Trust Documents.

 

Amorena is also responsible for Pennant's proprietary Dealing Representative - Online Portal. She maintains the content and helps with training and support.

 

 

 

 

Nothing contained in this website shall be relied upon, as a promise, guaranty, representation or warranty, specific or implied, as to future performance of the investment.... Read More. . . .

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