Our team

Dan Flaro manages all aspects of Pivot's small to mid sized enterprise commercial lending business. Mr. Flaro is a seasoned industry professional who was formerly a SVP with Fifth Third Bank leading its efforts in expanding its mid-market asset based lending platform into Canada. Prior to that role he was VP & Group Head of Scotiabank’s asset based lending division, with prior industry experience gained through leadership positions in business development, underwriting and portfolio management at TD Asset Finance. His lending experience includes a variety of roles with institutional lenders providing lines of credit, leasing, real estate and subordinated debt financing. He is a Board Member of the Canadian Chapter of the Secured Finance Network, a Chartered Financial Analyst and a graduate of the Bachelor of Commerce Honours program at Queen’s University in Kingston, Ontario.

Bruce Robertson is a retired investment professional and a member of Pivot’s Investment Committee. With a career rooted in financial management, he previously served as a co-head of the specialty investments business at Brookfield Asset Management, where he originated and managed an extensive portfolio of loans and investments. Earlier in his career, Bruce worked in insolvency and restructuring at Deloitte, advising both debtors and creditors through challenging workout situations. Following his tenure at Brookfield, he acted as an independent advisor for financial and operational restructurings, including notable projects with AbitibiBowater and Arctic Glacier Income Fund. Before retiring in 2024, Bruce spent over a decade managing a diverse public and private investment portfolio for a family office. He is a CPA, CA and holds a Bachelor of Commerce (Honours) from Queen’s University.

Based in Toronto, Shyam is a finance and accounting professional with over 15 years of experience in providing M&A, capital raising and transaction advisory. He is the Managing Partner of Finova Accounting Services, a Toronto based organization of finance professionals which provides accounting support to Canadian SME businesses. Shyam’s career includes 9 years at Deloitte in both the Assurance & Advisory group and the Corporate Finance group, where he served large public and mid-size private companies. Shyam is a CFA Charterholder, a Chartered Professional Accountant in Canada, and holds the Corporate Finance qualification.  He earned a Bachelor of Science with a major in Biochemistry and Graduate Diploma in Public Accountancy from McGill University.

Doug has over 35 years experience in the financial services industry including 32 years with Bank of Montreal. Doug’s roles at Bank of Montreal included Regional President and Head, Commercial Banking Greater Toronto Area, Vice President and Region Head Corporate Finance, Ontario & Atlantic Canada, and Vice President Commercial Banking Products. Prior experience includes Mezzanine Finance, Asset Based lending, Mergers and Acquisitions advisory services and Cross-Border banking. Doug also served on the Board of Directors for the BMO Employee Charitable Foundation. Doug holds a BBA from Bishop’s University, MBA from Dalhousie University and a Chartered Professional Accountant designation.

Steve joined Pivot Financial in 2023 as SVP, bringing with him a 35-year track record in commercial and corporate banking. His vast experience includes 24 years in executive leadership roles at HSBC Bank Canada, where he developed expertise in working capital financing, leasing, real estate, cash flow lending, and cross-border financing. Throughout his career, Steve has demonstrated a strong commitment to community involvement. He has held the position of Ontario Chairman for the HSBC United Way Campaign and served as a Board Member of the Central Canadian Public Television Association. Steve holds an Honours Bachelor of Business Administration from Wilfrid Laurier University and an MBA in Financial Services from Dalhousie University.

Stanley joined Pivot Financial in 2023. In his role as Credit Analyst, he manages Pivot's credit portfolio and credit underwriting processes. Stanley graduated from Wilfrid Laurier University in Ontario with an Honours Bachelor of Business Administration and a minor in Economics. Through Laurier’s renowned co-op program, Stanley held various positions including Junior Project Analyst at the Ontario Ministry of Agriculture, Food, and Rural Affairs and Underwriting Analyst at Markel Canada. He brings a range of valuable experience to his role at Pivot, including financial analysis and risk management expertise.