Trevor Giles

Trevor Giles began their career in 1992 as Manager of the Foreign Bond Desk for CIBC World Markets. In 1994, they moved to Regina and joined CIBC Wood Gundy as an Associate Portfolio Manager. In 1995, they joined a Private Family Office as Vice President, where they were responsible for a steel warehousing division, a sports and leisure operation, and general investment management. In 2002, they became a Managing Director and Owner Partner of the McKay Group of Companies, where they took a lead role in formulating strategy, advocating for factory modernization and rationalization, and implementing a larger industry consolidation roll-up. In 2010, they joined Inflection Management Inc. as Senior VP Investments and CCO, where they were responsible for compliance and securities commission reporting, accounting and audit liaison, investor relations and on-boarding, performance reporting, hedge fund investment and operational due diligence, marketing, offering document production and maintenance, administrator liaison and monthly NAV reconciliations, and portfolio reporting. In 2016, they became Chief Financial Officer for Flibe Energy, Inc., where they were responsible for financial reporting, risk management, and corporate financing. Trevor also became a Portfolio Manager for Scotiabank in 2016. In 2013, they moved from Nelson, BC to Victoria, BC and changed the name of Caracalla Investment Corporation, where they now provide customized investment structuring, research and consulting.

Trevor Giles began their educational journey in 1986 when they enrolled in the Chartered Professional Accountants of Canada (CPA Canada) program, earning a Certified Management Accountant degree in 1990. Trevor also obtained a Chartered Professional Accountant (CMA Track) certification from the Chartered Professional Accountants of British Columbia in November of 1990. In 1989, they completed the Canadian Investment Finance program at the Canadian Securities Institute. Trevor then went on to earn a Chartered Financial Analyst degree from the CFA Institute in 1993. Between 1998 and 2002, they completed the Partners, Directors, and Officers Exam, the Registered Representative Exam, the Canadian Futures Licensing Course, the Canadian Options Licensing Course, and the Canadian Derivatives Course, all at the Canadian Securities Institute. In September 2019, Trevor Giles obtained a certification from VC University Online.