Moxie (Golden Bridge) is a consulting company that delivers strategy and business development solutions that maximize shareholders’ value. Founded in Toronto in 2000, Moxie relocated to Vancouver, BC in 2005, where we continue to connect businesses and people, creating relationships that develop mutual interests.

While our clients span a range of different industries, our focus is on devising strategic plans, including key acquisitions or divestitures, and providing advisory services on key projects. Our core strength is in the mining, luxury and consumer packaged goods industries, specifically wine, airlines, travel, healthcare products and wealth management.

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  • 关于金桥

    金桥是一间商业发展顾问公司,为企业提供战略和业务发展的解决方案以增强与实现投资的最大回报。金桥公司于2000年在多伦多成立,在2005年迁移至卑诗省温哥华,我们持续跟不同的企业管理者沟通,合作以达到双赢。

    我们的客户来自各种不同的行业,我们的主营业务在战略计划的制定,包括并购,企业销售, 与重点项目的咨询服务。我们的核心强项在采矿业,高档消费性包装品行业,特别是葡萄酒,航空,旅游,保健产品和财富管理方面。

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  • Kathleen Robertson, BComm. Associate Consultant

    kathleen@moxiestrategy.com

    Kathleen is an associate consultant who is strong in critical thinking and skilled in competitive analysis. She is a self-motivated quick learner, able to navigate complexities in new and different industries. Adept with strong communication skills, she liaises effectively with clients from different sectors to coordinate projects, manage critical paths and deliverables.

    A Sauder School of Business graduate with a Bachelor’s degree in Commerce, she is an astute analyst. She specialized in Accounting and is currently working towards obtaining her Chartered Professional Accountant designation.

    Throughout her University years, she has held professional positions in Accounting, Sales and Marketing.
    Companies she is working at/has completed successful stints include: Sauder School of Business, University of British Columbia, Homeland Realty, and top global accounting and consulting firm, KPMG. Additionally, for 3 years, as a Digital Marketing lead at the not-for-profit the7dayringproject, Kathleen developed several marketing campaigns for product lines leading to increased customer engagement and sales.

    For several years, Kathleen used her passion for music and dance within the Vancouver community by leading and choreographing a children’s musical at local theatre group, Acting Up!
    Over the years, having the opportunity to exercise both her creative and analytical abilities allows her to fine-tune her skills in analyzing problems and providing solutions for clients in her current consulting assignments.

    Client Companies:
    Consumer Packaged Goods/OTC, Pharma, Medical & Wellness

    • Johnson & Johnson
    • Glaxo-SmithKline (GSK)
    • Pacific Therapeutics
    • Mark Anthony Group/Mission Hill Winery
    • Artisan Wine Company
    • Black Hills
    • Ortho-McNeil (Janssen)
    • Whistler Beer
    • Gustin-Kramer/Jem-Pak
    • Nexgen/Mainland Hearing
    • CarePoint Medical & Wellness Clinics

    Mining

      • Novo Resources
      • Vendetta Mining
      • Skeena Resources
      • Renntiger Resources
      • VR Resources
      • Cordoba/HPX*
      • Tectonic Metals**
      • EMR Private Equity
      • Sprott Debt Fund
      • Zijin Mining Group
      • Roxgold
      • Angkor Gold
      • Sunridge
      • Anthem Resources
      • American Consolidated

    * Robert Friedland’s private company, a division of I-Pulse
    ** Eira Thomas’ new gold company

  • 主营业务

    我们提供以下的专业服务:

    帮助企业作战略策划与制定可操作性计划——提供恰当的企业并购或资产剥离的方案以满足商业与企业发展的需要

    争取项目发展的主动权——无论是通过有机增长的,或是通过并购。
    策划与推行新产品的发布
    形成战略联盟与寻找合适的合资企业合作伙伴
    制定让利润持续增长的企业发展路径。
    每个解决方案,都是专门为客户度身订造的。融合了我们对商业发展的深刻理解与行业经验。而在过去二十年里,我们成功服务于Fortune 500强 和各中小企业,经历了时间的考验。

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  • Wendy T. Chan BSc, MBA, ICD.D- 董事,咨询顾问
    商业发展,战略计划,合資统筹

    wendyt@moxiestrategy.com

    陈丽萍 (Wendy T. Chan)目前为金桥顾问的企业品牌战略总监。她拥有十八年企业策略经验专于策略、计划、以及战略伙伴协商。1990年, 她获取了University of British Columbia 的理学学士学位、 1992年McGill 大学市场行销硕士学位,以及金融硕士学位(MBA)。曾经管理过有着数百万业绩的大型企业,如强生公司(Johnson & Johnson),葛兰素史克公司(Glaxo-SmithKline)与马克安东尼/米逊山酒庄(Mark Anthony/Mission Hill Winery)。丽萍领导过数个跨职能团队,并有着与日本,中国,美国和欧洲公司进行商业谈判的丰富经验。

    丽萍原来自新加坡。有着东、西方语言的沟通能力,和高超的谈判技巧。现今已在加拿大生活超过二十五年。对于东、西方文化有着深入了解。在加拿大期间,为了帮助加拿大与亚洲企业的商业发展,并与其建立合作伙伴关系,以及成立合资企业,丽萍不仅运用她自身背景的广泛人际网路和在加拿大所接受的教育,并且也将先前与Fortune 500 企业的工作经验做为成功的碁石。她有着能帮助企业驾驭日益复杂和加拿大市场多样性的专业知识。她的公司,Moxie Strategy/金桥顾问专于发展东西双方的战略伙伴关系和计划,以帮助投资者在合作中取得最大利益。

    丽萍曾经致力于建立长期的商业计划,其中大型项目包括: 强生公司(Johnson & Johnson),Ortho-McNeil, 葛兰素史克公司(Glaxo-SmithKline),米逊山酒庄(Mission Hill Winery), Black Hills, Artisan Wine 酿酒公司, 加拿大国龙航空(Harmony Airways), 泰摩工业(Taymor Industries), 美林资产管理集团(Merrill Lynch),绿色生活展(Green Living Show), Paperny Films电影公司, 惠斯勒酿酒公司(Whistler Brewing Company),Gustin-Kramer/Jem Pak,Open Road/ 奥迪,Pacific Therapeutics and Nexgen/Mainland Hearing,施伯克俱乐部(The Spoke Club)。 此外,对于资源公司,包括: Roxgold, 美国联合矿物公司, Sunridge, Angkor Gold, American Consolidated Minerals Corp, Ghana 黄金伙伴公司, 苏尼亚尼资源管理 (Sunyani Resource Management), Starcore International Mines 与 iMining矿物公司等。她在其它产业也有着主要的专业知识,其产业包括: 消费品,旅游,理财,教育,食品,饮品,娱乐与矿业。

    此外,丽萍在社区主动参与当地非营利组织,如: Heart and Stroke Foundation,Women in Leadership Foundation, Leukemia & Lymphoma Society and the B.C. Lung Association。曾经担任BC Cancer Foundation 董事 ,这是BC省癌症研究筹款最多,资助最大的基金会。

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  • Wendy T. Chan, BSc, MBA, ICD.D Director, Consultant
    Strategy, Planning, Joint Ventures and Business Development

    wendyt@moxiestrategy.com

    Wendy is a business strategist with over 20 years of management experience, specializing in strategy, planning and negotiating strategic alliances and partnerships. Over the past two decades, she has managed with full P&L responsibilities several multi-million dollar businesses ranging in annual revenues from $2-250 million. She has worked with companies such as: Johnson & Johnson, Glaxo-SmithKline, and Mark Anthony Group/Mission Hill Winery, Spice World, Oxford Immune Algorithmics, Aurora Cannabis, Care Point Medical & Wellness Clinics. She was at the helm of cross-functional teams at these companies, spearheading negotiations with companies in Canada, United States, Japan, China, and Europe. She holds a BSc. in Medical Science from the University of British Columbia, an MBA in Finance and Marketing from McGill University and ICD.D from Rotman School of Management, University of Toronto.

    With her fluency in Chinese-Mandarin and Chinese-Cantonese, working knowledge of other Asian languages and intrinsic understanding of Asian culture and needs, Wendy is in a unique position to foster, create and nurture business relationships between East and West. Her extensive network, Canadian graduate degree and Fortune 500 corporate experience has enabled her to assist and advise many companies in Canada and Asia. As these companies navigate the growing complexities and diversity of the Canadian markets, Wendy is a key strategist in their business development, initiation and set up of partnerships and joint ventures.

    Wendy’s portfolio of clients is lengthy, as is the array of services she has provided. Those services include devising long-term strategic plans (including key acquisitions or divestitures), business management with full P&L responsibilities and guidance on major development projects.

    Over the years, considerable time, expertise and leadership has been devoted to her work as Director of the Board, Committee or Advisory member at Profit and Non-Profit Organizations such as: CarePoint Medical & Wellness, BC Cancer Foundation, Heart and Stroke Foundation, Vancouver Opera, and Women in Leadership Foundation. An active community member, Wendy has donated time to fundraise for Leukemia and Lymphoma Society, B.C. Lung Association and other causes.

    Client Companies:

    Consumer Packaged Goods/OTC, Pharma, Medical & Wellness

    • Johnson & Johnson
    • Glaxo-SmithKline (GSK)
    • Pacific Therapeutics
    • Mark Anthony Group/Mission Hill Winery
    • Artisan Wine Company
    • Black Hills
    • Ortho-McNeil (Janssen)
    • Whistler Beer
    • Gustin-Kramer/Jem-Pak
    • Nexgen/Mainland Hearing
    • CarePoint Medical & Wellness Clinics
    • Homeland Realty
    • Oxford Immune Algorithmics

    Mining

    • Lithium Chile
    • Silver X
    • Novo Resources
    • Vendetta Mining
    • Skeena Resources
    • Renntiger Resources
    • VR Resources
    • Cordoba/HPX(Robert Friedland’s private company, a division of I-Pulse)
    • Tectonic Metals (Eira Thomas’ new gold co)
    • EMR Private Equity
    • Sprott Debt Fund
    • Zijin Mining Group
    • Roxgold
    • Angkor Gold
    • Sunridge
    • Anthem Resources
    • American Consolidated
    • WPC Resources
    • Midnight Sun
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  • Victor Tsao, BSc, LLB Corporate Commercial Lawyer
    Barrister & Solicitor | Trademark Agent

    victor@moxiestrategy.com

    Victor specializes in corporate law, joint ventures, mergers and acquisitions. He is adept at cross cultural deal structuring with well-honed abilities to understand and navigate East-West differences.

    Victor is fluent in Mandarin- Chinese, as well as Japanese. He was born and raised in China and later lived and studied in Japan before relocating to Canada.

    Prior to beginning his legal career, Victor was a successful entrepreneur who co-founded an information technology consulting firm, a software development company, and a real estate leasing and management business.

    Drawing from his years of industry experience, Victor advises a wide variety of Canadian, Chinese and Japanese clients from both sides of the Pacific in business matters as well as intellectual property matters. Victor’s keen senses of business and well-rounded appreciation of the North American and Asian culture help direct clients onto the right path in their business dealings.

    Currently, he is the Managing Partner of the DS Avocats's Vancouver Office, and a member of the DS’s Business Law Group. Victor is also a registered trademarks agent and a member of the Intellectual Property Institute of Canada. He was previously at Farris, Vaughan, Wills & Murphy LLP.

    Victor has strong ties to and has built a large business network in both China and Japan, and possesses insightful appreciation of the business cultures of both countries.

    In his spare time, Victor was a columnist writing for the World Journal, North America’s largest circulating Chinese language newspaper, discussing various legal issues faced by new immigrants in their personal and business lives.

    Victor is the President of Canada Sports and Culture Foundation, Vice President of Canada China Sports Foundation; he sits on the board of Canada China Enterprises Association; he is also a member of the Dean’s Advisory Board at Simon Fraser University, Faculty of Communications, Arts, and Technology. Victor is also an advisory board member of Canada China Business Council, and sits on the Scholarship and Burseries Committee at Crofton House School, one of British Columbia’s oldest and most respected independent schools.

    Victor completed his Bachelor’s curriculum (Honours) in Computer Science at Queen’s University and attended law school at the University of British Columbia.

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  • Dave GunningB.A.Sc. Mining 1983 (P. Eng - 1989-2021)
    Technical Lead, Mining Operations and M&A due-diligence.

    dave@moxiestrategy.com

    Dave has over 40 years of in-depth experience in mining operations with a focus on development and production. He has managed exploration programs that include surface and underground drilling to confirm structure and grade control. He has led production and exploration teams to achieve increased profitability and extended life of mine that surpassed expectations. He has spearheaded projects in Asia, North and South America.

    Companies he has made significant positive impact include: Bluestone Resources (VP Operations) – John Robins/Lundin Project, Starcore International Mines (Director, COO), Taurus, Sable, Treminco, Goldridge, Levon, Avino Mines, Mongolia Gold and Eaglecrest. Dave has been a seasoned Director/Technical Advisor with active involvement at the strategic and leadership level at Starcore, St. Eugene Mining, Verona Development, Hathor Exploration and Orex Resources.

    He has been a designated NI 43-101 Qualified Person and has authored/co-authored over 25 Technical Reports. Conversant in Latin Culture, Community Relations, and both Union and Non-Union Environments, Dave is able to be high functioning in diverse and complex situations globally.

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  • Wen-Bin Yuan
    Coming Soon!

    *******@moxiestrategy.com

    Coming Soon!

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  • Tracy Tong B. Com., M.B.A. - Consultant
    Branding, Digital & Customer Experience

    tracy@moxiestrategy.com

    A consultant with Moxie since 2009, Tracy has 14 years of experience in marketing, digital marketing and customer experience. Prior to joining Moxie Tracy served as marketing director at Citizens Bank of Canada, Vancity’s national online division, where she led a team of marketing and web user experience professionals in branding and marketing communications, product development, customer relationship management, online marketing, market research and database marketing.

    At Citizens Bank, Tracy oversaw the launch of the bank’s first social networking initiative in 2008, an online community geared towards Canada’s minor hockey community.

    Tracy has specialized in digital marketing since 2000 and has led the successful redesign and launch of several websites and online campaigns including microsites, email marketing, search engine marketing and optimization, and social media. An expert in integrating interactive marketing strategies into the marketing mix, Tracy delivers a customer experience that is on-brand, and one that, in turn, delivers business results.

    She holds an MBA from the Segal Graduate School of Business at Simon Fraser University and a Bachelor of Commerce, specializing in marketing, from the Sauder Business School at the University of British Columbia. She has worked with clients in the restaurant, film production, professional services, and media industries, and has extensive experience in the financial services industry.

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  • Lorenzo Caprilli, BComm
    lorenzo@moxiestrategy.com

    Lorenzo is an accomplished senior sales, marketing and general management executive with over 25 years of leadership in the consumer products and automotive/tech industries. He specializes in revenue growth, organizational design, brand and product strategy. He is fluent in English and Italian.

    Throughout his corporate life, he has held senior leadership roles in top tier Fortune 100/500 companies such as E&J Gallo, Best Foods Canada, Vincor International Inc. and Constellation Brands. For the last four years, he served as the Senior Vice President, Sales & Marketing for the Vancouver BC-based electric vehicle start-up, ElectraMeccanica Vehicles Corp (EMV), now a publicly-traded NASDAQ company. In this role, he led the commercialization effort for the all-new single passenger SOLO EV, a “designed in Canada” electric car for the world market.

    As part of Canadian Leadership Teams at Constellation Brands and Vincor International, he had full P&L responsibility and operated the largest commercial business unit for both iterations of the company. During his tenure, he grew Constellation’s business from approximately $40 million to $150 million in revenue, was the key architect of the company’s commercial sales philosophy, authored the company’s National Sales Training Manual, and was instrumental in developing a strong cultural identity for the organization anchored by the principles of “Performance, Passion & Pride” This was done while leading a team of 65 cross-functional professionals to a level of pre-eminence within the industry at large.

    Throughout his career he has been involved in the launching and market development of over 50 brands, as well as landing strategic account partnerships across a spectrum of private and public sector constituencies.

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  • Louisa Liu B.A. Associate Consultant

    louisa@moxiestrategy.com

    As an associate consultant for Moxie Strategy, Louisa Liu Meina, Jager Consulting Limited, brings over five years of corporate finance experience primarily in the resource sector. Her past work as a negotiation facilitator and mining analyst included successfully advising both Chinese and Canadian companies on key investment decisions.

    Armed with an Honors Bachelor Degree from Beijing International Studies University, fluency in both Mandarin and English and a comprehensive understanding of the cultural and business environments of both East and West, she is well versed in providing exceptional added-value to her clients.

    As a university student she was actively involved in and donated considerable time to community building and non-profit events such as the 2006 FOCAC Summit, 2007, Good Luck Beijing International Cycling Race, 2008 Beijing Olympic Games, and the 20th Anniversary of China-Russia Diplomatic Relations Celebration.

    Of particular note, her past successful client relationships include working with or on behalf of the following organizations:

    • Kam Chuen Resources Holding
    • China Zhongsheng Resources Holdings
    • Ultra Lithium Inc.
    • True North Gems
    • Midnight Sun Mining
    • Angkor Gold Corp.
    • China Quantum Investment
    • Beijing Exploration Technology and Engineering Company
    • CCG Mining (Canada) Inc.
    • WPC Resources
    • Beijing Runming Law Firm

    The scope of her work here was broad and included business development, identifying and analyzing mining investment targets, establishing partnerships with investment institutions and assisting in post-transaction corporate communication and operation management.

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