About Moxie Strategy

(Golden Bridge) Consulting

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.

中文

Building relationships & strategies that connect East and West
Delivers sustainable silver bullet strategies
Silver bullet strategies that sustain...

What We Do

We achieve our objectives by:

  • Developing strategic and tactical plans, including advising our clients about appropriate acquisitions or divestitures.
  • Providing business and corporate development needs.
  • Launching growth initiatives – either organically and/or by acquisitions.
  • Leading new product development by planning and executing product launches.
  • Sourcing and initiating strategic alliances and joint venture partners.
  • Devising strategic road-maps that help companies profitably change and grow incrementally.
  • Delivering custom-tailored solutions – grounded by insights gained from working with Fortune 500 and entrepreneurial companies over the last two decades.
  • Offering a collaborative approach based on the winning strategies and time-tested success of businesses we have managed.

中文简介

Building relationships & strategies that connect East and West
Delivers sustainable silver bullet strategies
Silver bullet strategies that sustain...

Who We Are

image of Wendy Chen Vancouver
Wendy T. Chan, BSc, MBA, ICD.D.

Wendy is a business strategist with over 20 years of management experience, specializing in strategy, planning and negotiating strategic alliances and partnerships. She holds a BSc. from the University of British Columbia and an MBA in Finance and Marketing from McGill University.

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Eric Li, BSc, PhD, EMBA

Eric is a seasoned M&A expert with strong buy-side expertise. He has a BSc – Industrial Engineering (Chun Yuan Christian University), Ph.D. – Operations Research / Engineering (Florida Institute of Technology), and EMBA – Logistics Management (MIT). He is Six Sigma and Lean Engineering certified.

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Dave Gunning Vancouver Operations Consultant
Dave Gunning, B.A.Sc.

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.

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Audrey Kwan, BA, MA

Audrey is an integrated marketer who strategically aligns and manages the complexities that increasingly characterize marketing. She has a BA from Simon Fraser University and an MA in Communications from Royal Roads University.

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Katherine Cen, BSc

Kathrine has over 20 years of experience managing clients China-Canada relationships
and immigration needs. She has a BSc from
South China University of Technology and has
led major IT projects in industries such as telecommunications, banking and pharmaceuticals.

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Kathleen Robertson, BComm

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.

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Victor Tsao, BSc, LLB

Victor specializes in corporate law, joint ventures, mergers and acquisitions. He 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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Lorenzo Caprilli, BComm

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.

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Louisa Liu, BA

As an associate consultant for Moxie Strategy, Louisa Liu Meina 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.

中文 Read More

Building relationships & strategies that connect East and West
Delivers sustainable silver bullet strategies
Silver bullet strategies that sustain...

Client Companies

Mining

• Lithium Chile
• Silver X
• 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
• WPC Resources
• Midnight Sun

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

Other Mining & Natural Resources

• Barrick Gold
• Kinross Gold
• Centerra Gold
• Newmont
• Shandong Gold
• China National Gold
• Chifeng Jilong Gold Mining Co.
• Yintai Gold
• Huayou Colbalt
• Codelco
• BHP
• South 32
• Nickel West
• Sierra Metals
• New Gold
• Goldcorp
• Sinar Mas Investment (China) Co.

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

Travel, Hospitality and Others

• Harmony Airways
• Taymor Industries
• Merrill Lynch
• TD Securities, TD Bank
• Green Living Show
• Paperny Films
• Open Road/Audi
• Open Road/BMW
• Open Road/Lexus
• The Spoke Club
• Rocky Mountaineer Co.
• Indus Travels
• Homeland Realty

Building relationships & strategies that connect East and West
Delivers sustainable silver bullet strategies
Silver bullet strategies that sustain...

What They Say

Steve Miller

President & Chief Executive Officer, JemPak GK Inc.

“I have had the opportunity to work with Wendy in a few different businesses. I have found Wendy to be a very strong strategic thinker. She is able to quickly process vast quantities of information and then accurately identify the key business points. Once completed, she then has the ability to implement with an impressive sense of urgency around deadlines.”

Alvin Wasserman

President & Owner at Wasserman & Partners Advertising

“Wendy is the best on the spot strategist I know…she may refine it …the day or week after but more or less if you throw her a business problem right now, you’ll get immediate fresh perspective”.

Ian Burge

Division VP & GM, Treasury Wine Estates

“Lorenzo is one of those rare talents who has the unique ability to appeal to not only the heart but the mind … allowing him to generate an impressive level of influence amongst his colleagues, customers and the industry en masse.”

Kim Arnold

Senior Sales Manager, Breathru Beverage Group

“Lorenzo is a true visionary who captured the trust and respect from other team members through a progressive leadership style that delivered results.”

Erwin Petznek

VP Americas, Constellation Brands

“Lorenzo is a big picture leader with an eye for details and results”

Tamara Taggart

Former News at 6 Anchor, CTV

”Audrey Kwan is a force. I have had the pleasure of working with her on a significant event for just over five years. I have the deepest respect for Audrey’s commitment to making a positive difference in everything she touches. She is capable, smart, kind and her instincts are always bang on. The most amazing thing about Audrey is that you instantly respect and trust her. Knowing her is like being with a lifelong friend. If I get the chance to work with her again, I would be the lucky one.”

Monica Chui

Director of Business Development Western Canada, Canadian Liver Foundation

“Audrey is a marketing and communications professional who knows how to use minimal resources for maximum result. She develops long-term, meaningful relationships with people based on honesty, authenticity, respect and trust. Her quest for knowledge and her ability to apply that knowledge in communications revitalized my aspiration for higher learning.”

Building relationships & strategies that connect East and West
Delivers sustainable silver bullet strategies
Silver bullet strategies that sustain...

Contact Us

Please contact us for more information!

Moxie Strategy
金桥顾问 Golden bridge(JinQiao) consulting

T: 604.266.8270
F: 604.266.8271
E: info@moxiestrategy.com

Address:
Suite 626-1231 Pacific Blvd
Vancouver, BC, V6Z 0E2

Building relationships & strategies that connect East and West
Delivers sustainable silver bullet strategies
Silver bullet strategies that sustain...
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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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  • Eric Li, BSc, PhD, EMBA
    eric@moxiestrategy.com

    李怡庆博士是经验丰富的投资,并购及营运专家。他曾在山东黄金,紫金矿业和巴里克领导了战略,并购,市场营运和投资计划并拥有强大的买方专业知识。。 十多年来,他的团队审查了40多个收购目标,总价值超过350亿美元。 他针对的重点区域在澳大利亚,北美和南美以及非洲的金矿和铜矿开采项目。

    基于过去20年的工作经验,Eric·在亚洲建立了牢固的联系网路,也在全球建立了有效的工作关系。

    Eric精通英语和汉语,并且有深刻的了解亚洲和北美文化。

    他拥有台湾中原大学工业工程学士学位,佛罗里达理工学院运筹学/工程博士学位,以及麻省理工学院的物流管理EMBA。 他同时也得到美国品管学会Six Sigma和Lean Engineering的认证。

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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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  • Louisa Liu 刘美娜 助理咨询顾问
    louisa@moxiestrategy.com

    刘美娜女士(Louisa Liu),叶亚咨询有限公司,目前担任金桥顾问的助理咨询顾问。她在资源类投融资领域拥有超过5年的项目运作经验,曾为多家中国和加拿大公司提供咨询服务。她于2009年毕业于北京第二外国语学院,获得文学学士学位。

    美娜曾于北京润明律师事务所担任律师助理,随后进入资源投资领域,先后就职于北京润诚基投资咨询有限公司、北京勘察技术工程有限公司以及CCG Mining (Canada) Inc.,担任商务拓展经理,主要负责在加拿大矿业资本市场寻找并筛选优质矿业投资项目,建立与加拿大投资机构的合作关系,以及后期项目对接和投后管理及沟通等事宜。目前,她仍在在加拿大超锂公司(Ultra Lithium Inc.)担任公司沟通一职。

    美娜专注于矿业资源领域,曾参与并成功完成多个跨境投融资项目。其中包括:加拿大上市公司True North Gems私募融资项目、中国中盛资源集团香港IPO上市项目、鑫川资源控股集团反向收购Midnight Sun Mining公司项目、Ultra Lithium私募融资及塞尔维亚合资合作项目、Angkor Gold私募股权融资项目等。

    美娜精通中英双语,在中国完成教育,在西方工作深造,对东方文化与西方市场的融合拥有深刻理解,对东西方运作流程和操作模式十分熟悉。

    在大学期间,她曾积极参与公益志愿活动。曾在2006年中非合作论坛领导人峰会、2007年好运北京国际自行车赛、2008年北京奥运会、以及中俄建交20周年友谊歌会等活动担任志愿者。

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  • Kathleen Robertson, BComm
    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.

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