Leadership Team

Peter Bailey

Peter Bailey

Partner

Peter Bailey is a Partner at Flow Ventures. As a proven leader of business teams and an entrepreneur, he specializes in SR&ED and government grants, other tax credits and has helped startups raise millions of dollars of financing.

He is a seasoned professional with extensive expertise in business development specializing in startups and high growth companies. His primary focus is on assisting companies with a systematic approach in providing the processes and strategies required for successful government claims.

Peter is a regular speaker and participant at technology events, he is a mentor and advisor to numerous startups and has helped grow companies across North America.

Bryan Watson

Bryan Watson

Partner

An institution within the Canadian growth-company and innovation ecosystems, Bryan Watson is a Partner at Flow Ventures.

For over a decade Bryan has advised and supported investors, all levels of government, NGOs, and companies at all stages of growth – from idea to exit.

Bryan is a Director of multiple companies and continues to support the community by operating both CleanTech North and StartupDrinks in Toronto. He has served as Executive Director of the National Angel Capital Organization, the National Angel Organization-Ontario, and CEO Fusion . In addition to these roles, Bryan has been a Director of Precarn Incorporated and the Canadian Advanced Technology Alliance, and an Advisor to the Mississauga R.I.C. Center and many startups.

In 2015, Bryan was honoured to be selected as one of 7 finalists for the 2015 BDC Mentorship Award.

Annelise Taylor

Annelise Taylor

MANAGING Partner

Annelise is the Managing Partner of Flow Ventures, providing visionary leadership to the entire Flow Ventures team.

Her primary focus is growing the firm, as they aim to have a physical presence in every province. And with her years of experience in the financial industry, she is responsible for the overall success and prosperity of the organization.

Annelise also prides herself in creating a great client experience, increasing brand awareness, and maintaining repeat business. In addition, she works closely with all partners of Flow Ventures, ensuring sales targets are met, staff resources are properly allocated, and profitability increases across the North American market.

Internally, Annelise thrives on building an organizational structure and work culture that attracts, retains and motivates the highest calibre of skilled professionals. She personally mentors the partnership team, promotes collaboration amongst different roles across the group, and continually works on building a strong external network. She maintains a two-way working relationship with team members to gauge their opinions on the working environment, potential changes affecting their work, and revisions to the plan.

Prior to her time at Flow Ventures, Annelise developed a firm foundation in financials, metrics, and government compliance at the Network of Angel Organizations–Ontario. She also gained real estate finance expertise while working with Waterloo Capital Corporation.

In her free time, she likes to travel and spend time at her cottage in Muskoka with family and friends. Most recently, Annelise traveled to El Salvador with her husband and the Rotary Club of Toronto to build houses for the less fortunate. She hopes to continue bringing hope and love through physical labour to underprivileged people in countries all over the world.

Raymond Luk

Raymond Luk

Partner

Raymond Luk is the founder of Flow Ventures. He is an experienced entrepreneur and operator and has played an active role in Canada’s technology industry over the last 15 years.

He is the CEO of Hockeystick.co, Managing Director of Year One Labs, and is an active Angel investor.

Technical Writers

Flow Ventures’ team of highly skilled, seasoned, senior Technical SR&ED writers have, combined, filed thousands of SR&ED claims. We also draw upon a network of consultants who specialize in specific technical areas to ensure our clients get the best possible service, tailored to their industry and individual needs.

We also employ financial experts who review all of your financial data and evidence, ensuring your SR&ED claim is maximized while also preparing the necessary tax forms.

Business Support Specialists

Flow Ventures is committed to supporting your organization throughout the whole process. Our support team tracks the progress of your SR&ED claim, from submission to the deposit of refunds. .

From Our Blog

SRED From The Shed: Episode 4 – Evidence 

Flow Ventures | January 21st

SRED From The Shed: Episode 4 – Evidence  So you think you have a SR&ED claim, eh? Prove it! On this episode of #SREDFromTheShed we take a quick… Read More

Happy New Year from the #SRED Shed to you and yours! Here’s to a prosperous 2021!

Flow Ventures | December 31st

2020 was a hard year, but we wanted to send a special Happy New Year out to you all! Thank you and see you in 2021!… Read More

#SRED From The Shed: Episode 3 – What does SR&ED Give Companies: Cash or Credits?

Flow Ventures | November 12th

#SRED From The Shed: Episode 3 – What does SR&ED Give Companies: Cash or Credits? Refundable? Non-Refundable? Cash?! Credit?!? 20 Year carry forward??? We get a LOT of questions from confused entrepreneurs asking… Read More