Kerry Lum, Principal
Kerry began his career in commercial real estate and from 1991 to present, Kerry has been involved with numerous commercial and residential real estate transactions including land development, project marketing, commercial leasing, investment and land syndication . From 2004 to 2010, Kerry worked as an associate and principal for a real estate investment syndication firm located in western Canada. Since 2004, Mr. Lum has been involved in real estate transactions in excess of $150 M as principal, partner or contracted associate.
Since 2010 Kerry serves as a trustee in a private REIT, Phoenix Capital Fund – US, that focused on Las Vegas residential properties. Mr. Lum currently asset manages over 220 properties and was instrumental in raising over $20 M for the fund through Exempt Market Dealers and IIROC firms throughout Canada. Over the past several years, Kerry has built strong relationships with capital distribution channels across Canada and assisted Issuers to raise capital through these relationships.
Kevin Ziolkoski, Principal
Kevin began his professional career in corporate lean manufacturing as a junior purchasing agent. He eventually became the Global Sourcing Manager where he oversaw $340M worth of contractual spend and several teams of employees. Being a large proponent of continued personal growth, Kevin decided to focus on his passion and accepted a position with a Private Equity firm where he raised several million dollars for Exempt Market opportunities across North America.
All told to date, Kevin has been acutely involved in sourcing over $110M of Debt and Equity for private businesses across Canada, predominantly in the sectors of Oil & Gas, Technology, Financial Products and Services, Leasing, and both Residential and Commercial Real Estate. Kevin’s experience includes being a Director of a commercial private real estate issuing and, more recently, expanded into assisting publicly listed, private equity firms in the same capital sourcing capacity and, through partnership, having access to deep, ready debt capital to finance 100% of a company’s growth requirements, which includes the cutting edge SaaS Financing. Combining his successes in working with entrepreneurs in the Private Equity world with his high level experiences in a multibillion dollar operation gives Kevin the ability to guide organizations from inception to industry leader. As a Principal of BlueShore Capital Partners, Kevin builds the firm’s success through impeccable internal leadership.
Kevin holds his Certificate in Management (CIM) Designation, which he attained in 2000 from the University of Manitoba, and completed his Financial Exempt Market Products (EMP) course in 2010.
Sean McMann, Vice President – Private Equity & Finance
Sean started working in the financial industry as a financial advisor immediately after graduating university with his Bachelor of Business Administration in 2005. He’s worked for two of Canada’s big banks, larger exempt market dealers and life insurance MGA’s before joining BlueShore Capital Partner in 2017. Working in the public, private and insurance markets has helped Sean build a very large network of financial professionals who have access to capital.
Sean founded his own company called AIMS Investing in 2011 and his Fiancée Kate is still running this practice. They still work together closely and have over 100 families that they’ve worked with who are interested in private equity investment opportunities.
Sean started working in private equity in 2008 and has raised capital for dozens of different investment opportunities all across North America. He spent time working at the two largest exempt market dealers in the country, which allowed him to build a large network in the private equity space. Working with Sean to gain access to his network is extremely valuable for any company looking to raise private capital.
Sean was also one of six members across Canada on the Product Advisory Committee for Pinnacle Wealth Brokers. The committee advised Pinnacle on the types of new investments their clients were looking for and provided input on how to structure the investment to maximize sales. The three years Sean spent on this committee have given him great insight on exactly how to create every aspect of an exempt market fund, so that it will be widely adopted by advisors and is able to raise as much capital as possible.
Barry Hartley, Vice President – Business Relations
Barry provides diverse experience in the world of Finance and Business. He started his own business in 1987. It involved the retail, construction, manufacturing and service sectors. After selling his company in 2007 he worked as a Small Business Banker and continued on to manage a large Branch for the Bank of Montreal before moving back to his business roots in 2016.
A Business Admin graduate of Red River College, Barry has provided consultative services through involvement with community groups that include Chambers’ of Commerce, Community Futures and Rotary International.
Barry is passionate about helping business to succeed and extols that entrepreneurial spirit is the backbone of this country. Understanding business and working with growth oriented companies is the fuel Barry uses to drive success for the clients of Blueshore Capital Partners. The financing options for business can be complex. Share your plans with this financial leader and he will help you reach your goals.