Wilson Kwan

Fractional CFO | EIR @ MaRS DD | 2023 CPA Ontario Emerging Leader

Wilson Kwan is an experienced business leader with over 12+ years of professional experience: • 2+ years advising early-stage, high-growth companies in a senior capacity; • 7 years in PricewaterhouseCoopers (PwC) LLP Deal advisory team (most recently as VP/Director); and • 3 years in Deloitte LLP Audit & Assurance and Valuation practice. Wilson founded Kwantum Advisory Inc., a boutique financial advisory firm, to assist early-stage companies through growth, expansion, and capital raising in the capacity of Financial Advisor or in some cases the company's Fractional CFO. Wilson uses his extensive 3-statement financial modelling expertise combined with his deal experience, to guide you through the entire financing lifecycle from due diligence ready books, setting up your dataroom, and reviewing term sheets, to closing the transaction. Prior to starting his own practice, Wilson spent 7 years at PricewaterhouseCoopers LLP, with the most recent role as Vice President (Director), Deals, and has led many financial advisory, interim management, and sell-side corporate finance engagements. In addition, Wilson was selected as the only Digital Accelerator in his department across Canada for the first cohort in PwC’s $3.0 billion global initiative to digitally upskill and transform its workforce. Wilson’s industry expertise includes high-tech, blockchain & cryptocurrency, real estate, cannabis, aviation and defence, healthcare, retail and e-commerce, to list a few, with clients ranging in all sizes from $1.0 million to $5.4 billion in enterprise value. Formal designations • Chartered Professional Accountant (CPA), Chartered Accountant (CA), 2013; • Chartered Insolvency and Restructuring Professional (CIRP), 2017; and • Licensed Insolvency Trustee, Semi-active (LIT), 2018. Wilson Kwan is an experienced business leader with over 12+ years of professional experience: • 2+ years advising early-stage, high-growth companies in a senior capacity; • 7 years in PricewaterhouseCoopers (PwC) LLP Deal advisory team (most recently as VP/Director); and • 3 years in Deloitte LLP Audit & Assurance and Valuation practice. Wilson founded Kwantum Advisory Inc., a boutique financial advisory firm, to assist early-stage companies through growth, expansion, and capital raising in the capacity of Financial Advisor or in some cases the company's Fractional CFO. Wilson uses his extensive 3-statement financial modelling expertise combined with his deal experience, to guide you through the entire financing lifecycle from due diligence ready books, setting up your dataroom, and reviewing term sheets, to closing the transaction. Prior to starting his own practice, Wilson spent 7 years at PricewaterhouseCoopers LLP, with the most recent role as Vice President (Director), Deals, and has led many financial advisory, interim management, and sell-side corporate finance engagements. In addition, Wilson was selected as the only Digital Accelerator in his department across Canada for the first cohort in PwC’s $3.0 billion global initiative to digitally upskill and transform its workforce. Wilson’s industry expertise includes high-tech, blockchain & cryptocurrency, real estate, cannabis, aviation and defence, healthcare, retail and e-commerce, to list a few, with clients ranging in all sizes from $1.0 million to $5.4 billion in enterprise value. Formal designations • Chartered Professional Accountant (CPA), Chartered Accountant (CA), 2013; • Chartered Insolvency and Restructuring Professional (CIRP), 2017; and • Licensed Insolvency Trustee, Semi-active (LIT), 2018.