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MAKING THE RIGHT DECISIONS - EVERY TIME
Dave Dookie, BSc., MSc., LLM
Managing Director
Mr. Dookie has over 22 years of financial sector experience in the regional financial market. He has worked in senior management positions in Asset Management, Structuring and Advisory and Financial Consultancy.
Dave began his career in Trinidad in 1999, attached to the Managing Director’s office at Scotiabank Trinidad and Tobago Limited. He worked in Commercial, Corporate and Merchant Banking as a member of the bank’s management team.
In 2000, he was a founding member of Caribbean Money Market Brokers, responsible for fixed income, structured products and derivative trading between 2000-2003. Subsequently, he had Group oversight at RBC Caribbean for Treasury management as the Group’s Investment Manager based in the Trinidad head office.
Dave was responsible for the establishment and management of 13 mutual funds at Guardian Asset Management. As Portfolio Manager, he managed the firm’s fund investments in North America, Europe, Asia, Pan Caribbean and BRIC countries.
In 2010, he joined First Citizens Bank as Head of Structuring and Advisory and member of the Senior Management team. He closed structured deal transactions in excess of US$ 150 million that were sold to the regional client network. A significant achievement while at First Citizens was the successful M&A advisory transaction for the National Gas Company that led to the firm’s acquisition of Phoenix Park Gas Processors Limited, a deal valued at US$ 550 million.
In 2017, Mr. Dookie was the founder of Waterloo Capital Advisors, a firm that specializes in investment management with a regional focus. Waterloo Capital has secured advisory deals and investment banking relationships with firms in North America, Bahamas, Cayman, Jamaica and Trinidad. As Managing Director, he has oversight of all the discretionary investment portfolios and corporate finance advisory transactions. He is a former Executive Director of the Securities Dealers Association of Trinidad and Tobago and also held a Principal license to operate in the Eastern Caribbean Securities Market.
He holds a Master’s degree in Finance with Merit from the University of London and B.Sc. in Accounting and Finance from the London School of Economics and Political Science. Dave has been awarded with Merit, Master of Laws, (LLM) degree by the University of Salford. In additional, he has completed the executive Investment Management programme at Harvard Business School.
Dana Beachoo, FCCA, CA
Director | Chief Operating Officer
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Dana is Director and Chief Operating Officer of Waterloo Capital Advisors Limited since August 2019. She is also a Registered Representative of the company with the Trinidad and Tobago Securities and Exchange Commission. In addition to being responsible for the daily operations and progress of the company, she currently leads the development of the Financial Consultancy arm of the business.
Previously, Dana spent over 15 years in the financial services sector, the majority of which at PricewaterhouseCoopers, in the audit and assurance arena. She brings extensive experience in leading a broad cadre of professionals and managing projects of statutory financial audits, regulatory and AML compliance reviews, internal controls, and risk assessments, and International Financial Reporting Standards implementation, to name a few, for a portfolio of top tier financial services clients in the Caribbean, including banks, mutual funds, insurance, and asset management companies.
Dana is a Chartered Accountant, fellow of the Association of Chartered Certified Accountants (FCCA), and a member of the Institute of Chartered Accountants of Trinidad and Tobago (ICATT).
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Ryan Parrage, BSc., Diplom.
Director | Corporate Secretary
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Ryan is a founding Director of the company, he is passionate about business development and organizational procedures. He works with our on-boarding team to ensure clients have a impressionable first experience and maintains confidence in the firm.
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Ryan is a member of the Investment Committee and registered as an Associate Adviser for the firm with the Trinidad and Tobago Securities and Exchange Commission. His focus is on the Finance operations of Waterloo Capital Advisors. Mr. Parrage has guided the business from the early days developing the financial and accounting reporting systems. He has champion major business development initiatives and continues to be actively engaged in redefining the firm's strategy. He is an advocate of social impact and sustainable investing.
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Mr. Parrage is the Finance Director of DRI Shipping and Storing Consultancy Limited, he is a businessman with over 15 years experience in the trading business. He is responsible for financial management, business development, marketing and human resources at DRI Shipping. Ryan has a B.Sc. Accounting degree from the University of the West Indies.
Nigel Yarna, BSc., CFA, MBA
Director, Head - Asset Management
Nigel is a Director of Waterloo Capital Advisors Limited since 2019. He has been a proponent of strategy planning, operational excellence, risk management and broader investment research to bring more value to WCAL and its clients. The operations and corporate finance teams consult with him on a periodic basis to get a broader view and insight on business issues.
Nigel has been involved in the global Natural Gas sector, he has over 20 years working experience in integrated value chains and operations within Trinidad and Peru. He is an experienced commercial manager and has been part of the largest projects related to the LNG business in both countries. His expertise also includes performance management and planning as well as business development. Prior to this, Nigel spent many years in the Investments, Banking and Accounting, focused on investment analysis and taxation.
Nigel is a CFA Charterholder and helps active promote the level of investment management skills in Trinidad and Tobago through his role as a board member of the CFA Society of Trinidad and Tobago. He also holds a MBA in International Business as well as a BSc in Management Studies from the University of the West Indies.
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