Management and Directors

Management and Directors


Phillip C. Briddon – Director and President

Mr. Briddon has been President of Mountain Investment since 2005. In addition to acting as President Mr. Briddon acts in a number of other roles for the company including; Chief Compliance Officer, Exempt Market Dealer, Dealing Representative, Investment Fund Manager, Portfolio Manager and Ultimate Designated Person.  Mr. Briddon completed the Canadian Securities Course and the Partners, Directors and Senior Officers Course, as required for registration by the Alberta Securities Commission. He also completed the Mortgage Agents’ Program under the Alberta Mortgage Brokers Association at Mount Royal College in the fall of 2005. Mr. Briddon graduated from the Faculty of Business at the British Columbia Institute of Technology in 1979. Effective March 1, 2023, the management responsibilities previously held by Mr. & Mrs. Briddon have been passed on to Ms. Kim. However, Mr. Briddon has been appointed as the Chairman of the Board while also maintaining his position as the Chief Compliance Officer and various other regulatory positions. In this capacity, Mr. Briddon will continue to oversee the Company’s adherence to all regulatory obligations for the foreseeable future.

Linda A. Briddon – Director and Treasurer

Mrs. Briddon was formerly the CFO of Mountain Investment from 2007 to 2021, following 18 years as Director of Canadian Operations for a U.S.-based public multinational corporation operating in 50 countries worldwide. She is experienced in all aspects of administration, accounting and audit, including the U.S. Sarbanes-Oxley audit requirements for subsidiaries of U.S. corporations. Mrs. Briddon graduated in Computer Programming from Cariboo College and holds a university certificate in Accounting.

Sarah Kim, CPA, CA – Chief Financial Officer

Ms. Kim was formerly the manager on Mountain Investment’s audit team at Enns & Company LLP. Ms. Kim graduated with a Bachelor of Management from the University of Lethbridge in 2011, and obtained her Chartered Accountant designation from the CA School of Business in 2015. Since joining the Company in 2018, Ms. Kim has spearheaded several important projects, including Mountain Investment’s transition to a more robust technology platform. Effective March 1, 2023, Ms. Kim has assumed the management over Mountain Investment. At present, she is working towards acquiring the necessary designations in order to eventually assume the position as Chief Compliance Officer and various other regulatory responsibilities, which are currently held by Mr. Briddon.

David McKenzie, K.C. – Director

Mr. McKenzie is a lawyer at Wilson Laycraft and is one of the original founders of Mountain Investment. Since being called to the bar in 1993, he has advised small and mid-sized enterprises in the areas of exempt market securities offerings, bank financing, secured lending and foreclosure on secured debt, public and private corporate finance, contracts and commercial obligations, business and asset acquisitions and dispositions, and commercial transactions. Mr. McKenzie is currently a member of the Law Society of Albert as well as the Calgary Bar Association.

David Thompson, CPA, CA – Director

Mr. Thompson is a Chartered Accountant with Infinite Chartered Accountants, formerly Thompson Darrach Chartered Accountants, a firm he founded in 1995 which focuses on small business and individual clients. He graduated with a Bachelor of Commerce from the University of Manitoba in 1987 and obtained his CA in 1990. Mr. Thompson was the Sole Proprietor of David C. Thompson Prof. Corp. in Okotoks, Alberta from 1995 to 2006 and was a staff accountant at Marsh & McLennan.

Gary Agnew – Director

Mr. Agnew is a former senior partner with Cenera, formerly Canadian Career Partners. He has more than 25 years of experience in the field of human resources, leadership coaching and mentoring, career management and transition and executive search. Over the past 10 years, Mr. Agnew has made significant contributions to the development of Internet-based tools for human resources professionals. He holds several professional designations in his field, has volunteered extensively in leading positions with numerous professional and charitable organizations, including advisory roles with both the University of Calgary and Mount Royal College, and has published several works in his field. Mr. Agnew is a former partner of Ernst & Young and has been an active investor in the residential real estate market in Calgary for the past 15 years.

Glen Gorrie – Director

Mr. Gorrie has held various lending & management positions with Canada’s largest chartered bank for over 30 years. He presently is retired as Senior Commercial Account Manager, specializing in businesses with lending & advice requirements in the $1 to $10 million range. He has received several significant performance awards with his organization and continues to be heavily involved in his local community.

Greg McIntomny, MA, CPA, CA – Director

Mr. McIntomny is a Chartered Accountant and holds a Master Degree in Entrepreneurial Studies from York University. Mr. McIntomny held a management position with Nortel Networks consumer products division, and was an instructor at Mount Royal College in the Faculty of Business. Mr. McIntomny currently works finance contract work for various higher educational institutions.