Tiara is known for designing elegant business strategies for complex situations. Her early career was focused on creating services for small and medium businesses in low-income countries, which later transitioned to designing international financial services to deliver investment where it most benefits businesses and communities.
Tiara has extensive experience in finance and operational strategy. She holds a Masters of Finance from Cambridge University. In 2010, she was awarded an Action Canada Fellowship and chaired the Action Canada Task Force on Canadian Household Debt. She was also awarded a Financial Leader’s Award in 2014 from the People’s Bank of China School of Finance at Tsinghua University, Beijing. She helped design the United Nations Green Climate Fund (the $100 billion financial mechanism for the Paris Agreement) and the creation of its Private Sector Facility. She is now Canada’s foremost expert in Employee Ownership Trust implementation, designing employee ownership transformation strategies to help Canadians protect their businesses and employees.
Tiara is currently the Board Chair of Employee Ownership Canada, the industry body dedicated to expanding employee ownership nationally. She is also a participant in the Oxford International Symposium on Employee Ownership.
Jennifer flourishes when she can help business leaders lean into their strengths, support them as they grow their businesses, and bear witness as they thrive. As a serial entrepreneur, she has successfully grown and sold her startups, with the most recent being one of the world’s leading podcast services companies, Pacific Content, which sold to Rogers Communications in 2019. If only Jennifer had known about the option of employee ownership, that sale would have taken a very different route.
As an award-winning producer, director, storyteller, entrepreneur and industry leader, Jennifer has carved her own path through business savvy, visionary creative direction and innovation, spanning TV, film, radio, digital media, journalism, technology, gaming, experiential design, fashion, and most recently pivoting towards finance. As an impact investor and philanthropist, Jennifer hopes that her work leads to positive social change and a more equitable future for under-represented communities.
With a strong foundation in finance and a proven track record of unlocking value through strategic private capital investments, Tracy excels at identifying growth opportunities and driving business transformation. Her career began at KPMG where she honed her skills and attention to detail in auditing before transitioning to the M&A team. She advised both sellers and buyers on numerous middle-market M&A transactions. Her interest in working with entrepreneurial minds led her to VC firm Vistara, where she played a key role in leading deals in the technology sector. She facilitated capital investments provided by the firm and acted as a supportive business partner to growth-stage companies across North America.
Outside of work, she is dedicated to giving back to the community. She has served as treasurer for a local non-profit organization and actively mentors students interested in pursuing careers in finance.
Tracy has Chartered Professional Accountant and Certified Business Valuator designations.
Elizabeth is an experienced Organizational Development and Change Management professional. With a Master of Arts in Industrial and Organizational Psychology, she brings a deep understanding of human behaviour in the workplace and how to drive effective, people-centered change that benefits both individuals and organizations as a whole. Her experience includes leading complex culture change initiatives, crafting meaningful communications plans, and developing training programs in the Canadian Federal Public Service. Her clear, empathetic communication style makes her a trusted partner in high-impact environments. Elizabeth is passionate about aligning people, structure, and strategy to create resilient, high-performing organizations.
Joanna Phillips' path to employee ownership began with a high school aptitude test. The results pointed strongly toward Human Resources, a surprise for someone who had always considered herself more artistic and creative. She followed the data anyway.
Joanna earned an Honours Degree in Business Management specializing in Human Resources, and a Certified Human Resources Leader (CHRL) designation. While getting her education, she discovered that her textbooks devoted exactly one paragraph to ESOPs—which stood out because she had spent her summers working with her dad, Perry Phillips, at his company, ESOP Builders.
Joanna built her experience across industries as varied as healthcare, logistics, and marketing. Eventually, she made a deliberate choice: she wanted to do work that made a more meaningful difference for Canadians. That led her back to employee ownership and ESOP Builders. As VP, Joanna spent years helping Canadian business owners and their teams understand that employee ownership is not a niche concept or a footnote in a textbook. It’s a powerful tool for business growth, economic resilience, and personal financial success.
Joanna joins Rewrite Capital Advisors as Director of EO+ Design & Implementation, where she continues that work with a broader platform and a deeper toolkit. She remains a dedicated advocate for employee ownership, with a focus on empowering teams and building the kind of shared ownership cultures where everyone has a real stake in what they're building together.
Pan (as he likes to be called) is an experienced investment banking professional with a focus on M&A, capital raising, and financial advisory. He advised private companies across Southeast Asia, working closely with founders on deal execution, valuation, and due diligence. He spent several years in the M&A team in Thailand, where he supported clients through sell-side M&A processes, private placements, and strategic reviews across various industries. His work included helping companies raise pre-IPO funding and growth capital to support business expansion and improve operational efficiency.
Prior to investment banking, Pan worked as a credit analyst at United Overseas Bank, where he focused on corporate lending and supported debt structuring decisions.
Becky brings deep experience in facilitation, stakeholder engagement, and strategy design. Having guided teams through complex, high-stakes strategic planning and evaluation processes, she knows how to create spaces where diverse voices are heard and meaningful decisions get made. With an academic background in International Development, Global Politics, and Economics, Becky has worked with major international foundations, governments, social enterprises, and Canadian impact investors. She prides herself in bringing both knowledge of global best practice and a zeal for deeply understanding each client and tailoring processes to their unique culture and circumstances. Becky's strength lies in translating complexity into clarity. She meets teams where they are and focuses on building capacity rather than imposing prescribed structure.
Jacques is a seasoned professional in the financial services industry, having served in advisory, business development and wealth management roles in banking, retirement funds and a private wealth firm for over two decades. Originally trained as an accountant, he found his calling in relationship-driven partnerships with individuals and business owners. Jacques’ approach to business development is about understanding the needs of business owners and professional advisors, building trusted relationships, and creating partnerships that deliver lasting value. He thrives on bringing the right people together to navigate important transitions, including succession planning and business continuity.
Jacques has a Bachelor of Commerce and various professional financial industry certifications. He believes every success story has a well designed plan, a motivated implementation, realistic expectations, and a dedicated partner who is vested in your success.
Outside of the office, he is an avid cyclist and a weekend warrior in cycling races and triathlons. As father of two active sports boys, he has also been involved with youth sports management.
