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Advisors Archives

Mark Brodkin

Mark Brodkin
Private Equity National Head, Roynat Capital

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More

Alan Chettiar

Alan Chettiar
Partner, M&A Advisory, FirePower Capital

Alan Chettiar leads FirePower’s M&A  Advisory team and sets its strategic  direction. As a former principal at a  boutique investment... Read More

Wilson Acton

Wilson Acton
Managing Partner, Tall Grass Ventures

Wilson is a serial entrepreneur and 4x tech start-up founder with an extensive background in M&A, capital markets, venture building... Read More

Axel Christiansen

Axel Christiansen
Partner, Relay Transition Partners

Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More

Julie Afanasiff

Julie Afanasiff
Managing Partner, Sequeira Partners

Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More

Darren Benson

Darren Benson
Managing Director, Mergers & Acquisitions, National Bank of Canada

Darren Benson is the Managing Director & Co-Head of the National Client Group’s M&A advisory team. Darren has over 25... Read More

Andrew Burt

Andrew Burt
Partner, FASKEN

Andrew Burt is a banking & finance lawyer in Fasken’s Calgary office advising a wide range of borrowers and lenders... Read More

Cody Church

Cody Church
CEO & President, Clear North Capital

As the CEO and President of Clear North Capital, Cody is extensively involved in creating value for lower mid-market Canadian... Read More

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More

Scarlett Crockatt

Scarlett Crockatt
MBA | Vice President & Head, Business Lending, Roynat Capital

Scarlett Crockatt is VP & Head of Business Lending at Roynat Capital (wholly owned subsidiary of Scotiabank). Her national business... Read More

Pamela Draper

Pamela Draper
President & CEO , Pateno Payments Inc. and Bitvo Inc.

Pamela Draper is the President and CEO of Pateno Payments Inc., a firm that provides development solutions in the payments... Read More

Anne Evamy

Anne Evamy
Owner & Advisor, Junction Point Inc.

Having successfully started, operated, and sold various businesses, has led Anne to her current roles are as an advisor for... Read More

John Evans

John Evans
Founder & CEO, EverLine Coatings

John Evans is the Founder of EverLine Coatings and Services – a parking lot line striping and pavement maintenance brand... Read More

Shauna Feth

Shauna Feth
President & CEO, Alberta Chambers of Commerce (ACC)

As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... Read More

Kelly R. Ford

Kelly R. Ford
Partner, Bennett Jones LLP

Kelly R. Ford advises on private equity transactions, public and private mergers and acquisitions and corporate and securities matters. Kelly... Read More

Ryan Giles

Ryan Giles
Senior Managing Director, Triwest Capital

Ryan Giles joined TriWest Capital Partners in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where... Read More

Cheryl Grant

Cheryl Grant
Managing Director, Grant Thornton Corporate Finance Inc.

As a Transactions Partner, I provide expert advice and guidance to privately held companies and business owners on mergers, acquisitions,... Read More

Georgia Grundmanis

Georgia Grundmanis
M&A Advisor, BFL Canada

Georgia is an Advisor at BFL Canada, the largest independent insurance brokerage in Canada. The BFL M&A team is a... Read More

Constantine Hatzipanayis

Constantine Hatzipanayis
Partner, Growth Equity Partners, BDC

Constantine Hatzipanayis is Partner, Growth Equity Partners in our Vancouver office. Constantine aims to support Canadian entrepreneurs through their growth... Read More

Jonathan Herman

Jonathan Herman
CPA, CA, ICD.D, President, Private Equity, KV Capital

Jon leads the operation of KV Capital’s private equity team to form new business partnerships and the leadership of our... Read More

Jalal Jetha

Jalal Jetha
Managing Partner, J.B. & Co. Ltd.

Jalal has over 15 years of capital markets and corporate strategy experience in both public and private markets. He began... Read More

Matthew Kellow

Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital

Matthew Kellow is the Vice President, Growth and Transition Capital at BDC Capital, and is based in the Calgary office. With more than 10 years’ experience as a senior debt, mezzanine and equity provider, Matthew has structured mezzanine investments, equity infusions and helped manage major transactions in fields such as construction, energy, manufacturing and technology.

Matt Knight

Matt Knight
Executive Director, Alberta Business Family Institute

Matt is the Executive Director of the Alberta Business Family Institute responsible for developing and delivering research, education and programming... Read More

Kleo Landucci

Kleo Landucci
CEO & President, CrescentView Investments Ltd. & Former Managing Director, Ashcroft Terminal

Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More

Meghan Bell

Meghan Bell
Senior Associate, Dentons

Meghan Bell is a senior associate in our Litigation and Dispute Resolution group based in Edmonton, practicing extensively in corporate commercial matters... Read More

Dean Koeller

Dean Koeller
President, Calvert Home Mortgage Investment Corporation

Creator, builder, innovator, and community advocate. President of Calvert Home Mortgage, Board Chair of Simplicity Global Solutions and volunteer board... Read More

Debby Carreau

Debby Carreau
CEO & Founder, Inspired HR Ltd

Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More

Randy Koroluk

Randy Koroluk
Deal Maker & Founder, Alberta Business Exchange

Randy Koroluk is an entrepreneur who has owned and sold several businesses. During the late 90s, Randy tried to sell... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More

Chris LaBossiere

Chris LaBossiere
CEO, Altitude Investments

Chris is a risk taker, communicator, and entrepreneur.  Many entrepreneurs strive to leave a personal legacy behind in business and in... Read More

Andrew Kemper

Andrew Kemper
Partner, Capital West Partners

Welcome to the 7th annual Business Transitions Forum in Vancouver. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have achieved strategic growth and faced acquisition. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Steve Chen

Steve Chen
VP & Head, First West Capital

Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More

Tom Kramer

Tom Kramer
President & CEO, Smith Cameron Group

Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners.  Tom subsequently completed 6 strategic... Read More

Dino Deluca

Dino Deluca
Chief Operating Officer, TriWest Capital Partners

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund... Read More

Shane Dunn

Shane Dunn
Partner, Mergers & Acquisitions, EY Orenda Corporate Finance

Shane leads EY’s Strategy and Transactions practice for Western Canada  and is a Partner in the M&A advisory practice at... Read More

Jeff Litster

Jeff Litster
President, Fidelity Manufacturing Group

As President, General Manager, and Co-Founder of Fidelity, Jeff has more than two decades of experience as a mould maker... Read More

Matt Flynn

Matt Flynn
Managing Director, Roynat Equity Partners

Matt is engaged in a wide variety of investing activities including originating, evaluating, executing, negotiating, and managing investments and prospective... Read More

Tabreez Lila

Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital

Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More

BDC | PRESENTING

BDC | PRESENTING

Paul Barbeau

Paul Barbeau
Partner, McMillian LLP

Paul Barbeau has extensive experience in capital markets law and securities offerings, public and private mergers and acquisitions (M&A), asset... Read More

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

Rob Bertram

Rob Bertram
CEO, Ideal Products

Rob is the perfect definition of a successful entrepreneur. He has founded multiple companies since his birth in 1972; ranging... Read More

Lesley Bowman

Lesley Bowman
Director, Park Paving Ltd.

Cheryl Lockhart

Cheryl Lockhart
Partner, Omni Management Consulting Alliance

Welcome to the 3rd annual Business Transitions Forum in Edmonton. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Ted Bradshaw

Ted Bradshaw
Expert EOS Implementer, EOS Worldwide

Ted began his journey 25 years ago with Xerox and IBM. He discovered his passion for entrepreneurship acquiring an unprofitable... Read More

Shannon Chmelyk

Shannon Chmelyk
MBA Principal, Collingwood Capital

Shannon Chmelyk has over 20 years of experience finding business opportunities and getting deals done. His career began in market... Read More

Kristi Miller

Kristi Miller
Managing Partner, Krystal Growth Partners

Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.

Eric Colberg

Eric Colberg
Domestic Tax Partner, BDO Transaction Advisory Services Inc.

Eric Colberg is a Domestic Tax Partner in BDO’s Red Deer office. He is known for his background in oil... Read More

Chad Danard

Chad Danard
Senior Managing Director, TriWest Capital Partners

Chad is a Senior Managing Director at TriWest Capital Partners, a Calgary-based private equity firm that has raised over $1.25... Read More

Kristin Delwo

Kristin Delwo
Founder and CEO, Stacks

Ms. Delwo is a local small business owner/operator turned startup entrepreneur who’s sold Alberta-made products in 37 countries and counting.... Read More

Geoff Devereux

Geoff Devereux
Director, First West Capital

Based in Vancouver, Geoff is responsible for deal origination and execution, investment analysis, and ongoing portfolio management. Geoff is passionate... Read More

Darrell Friesen

Darrell Friesen
General Manager, Jet Label 

Born and raised on a grain and livestock farm in Swan River, Manitoba, instilled many of the values which provided... Read More

Allison Maher

Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.

Welcome to the 5th annual Business Transitions Forum in Calgary. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Brad Gaulin

Brad Gaulin
CEO, CEvO Solutions Inc.

P.Eng., MBA, is a serial entrepreneur & business coach that has been growing organizations for over 13 years as a... Read More

Dena Gillies

Dena Gillies
Partner, Omni Managing Consultant Alliance

In today’s highly competitive marketplace, how can an entrepreneur or small-business owner get a competitive advantage? By enlisting the proven... Read More

Mike McIsaac

Mike McIsaac
CEO & Managing Director, Baker Tilly Canada Corporate Finance

Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More

Kira Gregson

Kira Gregson
Partner, Sequeira Partners

As a Partner at Sequeira Partners, Kira leads the Edmonton valuations practice. Kira brings more than 12 years of experience... Read More

Mick MacBean

Mick MacBean
Senior Managing Director, TriWest Capital Partners

Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance and financial... Read More

Ceilidh Hemmati

Ceilidh Hemmati
Partner, Bennett Jones LLP

Ceilidh Hemmati has a general corporate and commercial practice with a focus on mergers and acquisitions, financial services, and private... Read More

Ashley Hoffer

Ashley Hoffer
Director of Operations, Electrogas

Ashley Hoffer is Owner and Director of Operations at Electrogas Monitors Ltd, a gas detection and safety product company servicing... Read More

Ray Yue

Ray Yue
Founder/ CEO - [CARE] Group of Companies

Ray is a healthcare professional and serial entrepreneur passionate about health & wellness, technology and the creation of projects that... Read More

Brian Jones

Brian Jones
CEO, HCI Filtration Inc.

HCI Filtration Inc. is a company established to acquire, improve and grow N American businesses operating in the industrial filtration... Read More

Julia Loney

Julia Loney
Partner, McMillian LLP

Julia Loney is a partner in McMillan’s Calgary office. As a transaction-focused lawyer, she represents clients on a variety of... Read More

Jerry Koonar

Jerry Koonar
Vice President & Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Tina Di Vito

Tina Di Vito
Partner, Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More

Josh Matthews

Josh Matthews
Managing Director, Corporate Finance, PWC Canada

Josh Matthews is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More

David Laycraft

David Laycraft
Partner, Baker Tilly

David is a Partner with the Calgary office of Baker Tilly, a professional services firm that provides accounting and assurance,... Read More

Tyler Armstrong

Tyler Armstrong
President & CEO, Lithion Power Group

Tyler is the President & CEO of Lithion Power Group.  In the late 1990’s, Tyler started his involvement in the... Read More

Todd Millar

Todd Millar
President & CEO, TEC Canada

Don Montgomery

Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions

Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More

Kevin Campbell

Kevin Campbell
Co-Founder & Former CEO, Policy Works Inc.

Kevin Campbell is co-founder and former CEO of Policy Works, Canada’s leading software provider for commercial insurance brokers. Policy Works... Read More

Jerry Koonar

Jerry Koonar
Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.

Based in Calgary, Jerry joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta. He is... Read More

Diana Noble

Diana Noble
Business Coach & Consultant, Noble Choice Coaching

Serial entrepreneur Diana Noble stumbled into the world of entrepreneurship by accident at the tender age of 24. Since then,... Read More

Rob Normandeau

Rob Normandeau
President, SeaFort Capital

Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More

Chris Micetich

Chris Micetich
Founder, President, and CEO, Brassdome Group

Christopher G. Micetich is an accomplished Author and Serial Entrepreneur with over three decades of experience founding and running businesses.... Read More

Lynne Fisher

Lynne Fisher
National Team Leader, ExitSmart, MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... Read More

Fasken | Venture

Fasken | Venture

Leith Wheeler | CAL 21 Venture

Leith Wheeler | CAL 21 Venture

Andy Fraser

Andy Fraser
President and CEO, NCSG Crane & Heavy Haul

Vaughn Penner

Vaughn Penner
CEO, Independent Crop Inputs Inc.

Vaughn acts as CEO at ICI. Prior to working with ICI, Vaughn completed a career with BMO Nesbitt Burns as... Read More

Dave Connolly

Dave Connolly
Managing Director, TriWest Capital Partners

Kristin Delwo

Kristin Delwo
Stacks Founder and VP SaaS Product & Technology Innovation, EBSCO Canada Ltd.

Ms. Delwo is a local small business owner/operator turned startup entrepreneur who’s sold Alberta-made products in 37 countries and counting.... Read More

Kelly Nicolson

Kelly Nicolson
Regional Director of the Prairies region, Roynat Capital

Experienced banking leader with a demonstrated history of working in the financial services sector. Skilled in leadership, product management, sales,... Read More

Jason Ding

Jason Ding
Chief Business Officer, Entos Pharmaceuticals

Jason is a Partner & Senior Managing Director in Deloitte’s Corporate Finance practice and leads the prJason is the Chief... Read More

Rhys Evans

Rhys Evans
Owner, Advanpro Ltd.

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More

Jamie B. Schwitzer

Jamie B. Schwitzer
CFA, Chief Investment Officer, Westcap

Jamie Schwitzer holds the office of Vice-President with the Manager. Mr. Schwitzer has over 20 years of investment management experience during... Read More

Ryan Norton

Ryan Norton
Managing Director, Grant Thorton LLP

As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More

Vernon Sabeski 

Vernon Sabeski 
Founder, All-Net Municipal Solutions

With a university degree and a few years of public sector experience, Vern bought a used computer from a classified... Read More

Josh Remai

Josh Remai
CEO, Span West

Josh Remai grew up immersed in the construction industry. He started sweeping floors on his father’s construction sites in the... Read More

Iggy Domagalski

Iggy Domagalski
CEO, Tundra Process Solutions

Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More

Quinten Griffiths

Quinten Griffiths
Partner, Good Capital

Previously led MuniSight as it’s company President, transforming it into one of Alberta’s fastest growing companies, and a leader in its category.... Read More

Chris Hooper

Chris Hooper
Chief Investment Officer, Alberta Indigenous Opportunity Corporation

Chris is responsible for leadership of the investment group within AIOC. The investment group’s function includes evaluating projects presented to... Read More

Evelyn Riedlinger

Evelyn Riedlinger
Vice President, Transactions & Corporate Finance, EY

Evelyn is a Vice President with Ernst & Young Orenda Corporate Finance Inc. with over 10 years of public practice... Read More

Jesse Douglas

Jesse Douglas
Chief Executive Officer, Wolverine Energy and Infrastructure Inc.

Jesse Douglas is the founder, director, President and Chief Executive Officer of Wolverine Energy and Infrastructure. Wolverine has grown quickly... Read More

Erick Hamdan

Erick Hamdan
CFO, Leder Holdings Ltd

Erick is the CFO of Leder Holdings Ltd., an Alberta based private holding company and family office with investments in real estate, steel fabrication, hospitality, energy production, and public/private equities.  His primary responsibilities include investment management, strategic capital allocation, and the oversight/governance of operating companies.  Since August 2019, Erick has also served as Interim President focused on leading specific operating company initiatives & developing the leadership capabilities of our family executives as part of the succession plan.

Dalyce Seitz

Dalyce Seitz
CIM | Portfolio Manager, Private Clients and Foundations, Leith Wheeler Investment Counsel Ltd.

Dalyce Seitz joined Leith Wheeler in March 2020, after eight years with Scotiabank and Scotia Private Investment Counsel. She is responsible... Read More

Kayla Shepard

Kayla Shepard
Business Development Associate, True North Mergers & Acquisitions

Kayla’s passion for entrepreneurship and its ability to create immense value and impact in the world led her to join... Read More

True North | Venture

True North | Venture

Kalos | Journal

Kalos | Journal

Kalos | Venture

Kalos | Venture

ATB Financial | Enterprise

ATB Financial | Enterprise

BDO | Venture

BDO | Venture

BDO | ATL 22 Workshop

BDO | ATL 22 Workshop

BDC | Session

BDC | Session

McMillan | EDM 22 Workshop

McMillan | EDM 22 Workshop

Omni | Venture

Omni | Venture

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | EDM 22 ENTERPRISE

GRANT THORNTON | GLOSSARY OF TERMS

GRANT THORNTON | GLOSSARY OF TERMS

FIREPOWER | WORKSHOP

FIREPOWER | WORKSHOP

FIREPOWER | VENTURE

FIREPOWER | VENTURE

MNP | ENDEAVOUR

MNP | ENDEAVOUR

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | VAN 21 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

Roynat/Scotiabank | EDM 22 VENTURE

CFIB | Partner

CFIB | Partner

BDC | Lanyard

BDC | Lanyard

Bennett Jones |Plenary

Bennett Jones |Plenary

Trishi Karan

Trishi Karan
Senior Tax Manager, Grant Thornton LLP

Trishi has over 10 years of public practice and industry taxation experience. Prior to joining Grant Thornton, Trishi spent time... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More

Ian Reynolds

Ian Reynolds
Partner, Bennett Jones LLP

Ian Reynolds specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

Ben Sawatzky

Ben Sawatzky
President and Member of the Board of Directors, B.D.K. Properties Ltd

Ben was born and raised on a farm in Paraguay. He is an avid linguist. He grew up speaking Low... Read More

Jon Spencer

Jon Spencer
Managing Director, TriWest Capital Partners

Welcome to the 1st annual Business Transitions Forum in Winnipeg. We are excited to be back to in person events and thrilled to be expanding the conference to Winnipeg! We are bringing together entrepreneurs and experts sharing their insights and stories about the process of selling, growing, and transitioning businesses. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Ryan Vestby

Ryan Vestby
CEO, CompuVision

Ryan Vestby is the CEO of CompuVision, one of Canada’s largest IT managed service providers. Ryan started with CompuVision as... Read More

Bryan Haynes

Bryan Haynes
Partner, Bennett Jones LLP

Bryan Haynes has nearly three decades of experience in commercial transactions and business law, with a focus on private mergers... Read More

Allan Sawiak

Allan Sawiak
Partner, Taxation, Kingston Ross Pasnak LLP

Allan Sawiak joined Kingston Ross Pasnak LLP in 2000. Allan specializes in the area of taxation with a focus on... Read More

Evan Siddall

Evan Siddall
Chief Executive Officer, AIMCo

Evan Siddall joined AIMCo as Chief Executive Officer in July, 2021. Previously, Evan served as President & Chief Executive Officer... Read More

Susan Fulford

Susan Fulford
Managing Director, Dynamic Legacy Inc.

As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... Read More

Ryan Smith

Ryan Smith
CEO, 360 Energy Liability Management

Ryan is a graduate of the University of Guelph, where he completed a Bachelor of Arts, majoring in Economics. With... Read More

Jeff Aplin

Jeff Aplin
President & CEO, David Aplin Group

Jeff Aplin is President & CEO of David Aplin Group, a position he has held since 2011. Jeff earned an... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Donald Cranston

Donald Cranston
President, Nutters Bulk & Natural Foods

Donald Cranston has over 35 years experience as a businessman and co-owner of Nutter’s Bulk & Natural Foods Inc.  In... Read More

David C. Curtis

David C. Curtis
Chairman and CEO, Longview Aviation Capital

David’s aviation career started with commercial flight training in 1983 during which time he joined Viking. David holds various Pilot... Read More

Bill Darling

Bill Darling
Former President, Big Guns Energy Services

Bill Darling, a native Calgarian, has worked in the oil patch for 41 years.  He has started, grown and sold... Read More

Stefan Erasmus

Stefan Erasmus
President, Werklund Family Office

Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More

Ted Kouri

Ted Kouri
Founder & President, Incite

Ted Kouri is the Founder and President of Incite, an Edmonton-based boutique M&A advisory firm that supports clients with market... Read More

Grant Kook

Grant Kook
President, CEO and Chair, Westcap

Grant J. Kook is Founder, President, Chief Executive Officer and Chair of Westcap. Mr. Kook is the co-founder and President... Read More

Justin Ferrara

Justin Ferrara
Partner, Norton Rose Fulbright Canada LLP

Justin Ferrara’s main practice is in securities law, with a focus on mergers and acquisitions and corporate finance. Mr. Ferrara has... Read More

Jackie Fimrite

Jackie Fimrite
Vice President, RBC Mid-Market Mergers and Acquisitions

Jackie has worked exclusively in Mid-Market M&A for the past 20 years. Prior to joining RBC in 2016, Jackie began... Read More

Sharon Gray

Sharon Gray
President, RDT Valuations Group Inc.

Sharon Gray CPA CA CBV FEA is the Founder of RDT Valuations Group Inc., a boutique consulting firm focusing on... Read More

Russell Love

Russell Love
CEO, Cask Global Canning Company

I’m an Engineer by background (don’t hold that against me) with the better part of a decade of international experience... Read More

Roynat/Scotiabank | VAN 22 VENTURE

Roynat/Scotiabank | VAN 22 VENTURE

Triwest | Journal

Triwest | Journal

BakerTilly | Enterprise

BakerTilly | Enterprise

FEC | Supporter

FEC | Supporter

GRANT THORNTON | WORKSHOP

GRANT THORNTON | WORKSHOP

Grant Wallace

Grant Wallace
Partner, Relay Transition Partners

Grant has over two decades of experience in investment banking and corporate finance.  He has managed many divestiture and M&A... Read More

Francesca Donati

Francesca Donati
Director, Corporate Finance, PwC Canada

Francesca Donati is a Director in the Corporate Finance group of PricewaterhouseCoopers, based in the Edmonton office. Francesca has extensive... Read More

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

Josh Sawatzky

Josh Sawatzky
Vice President, Spruceland Millworks Inc.

Josh is Vice President at Spruceland Millworks and was a shareholder when Spruceland sold to Millar Western Forest Products in... Read More

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

Ron Brown

Ron Brown
CEO, Shippers Supply

Guiding his senior management team, Ron Brown provides leadership and strategic direction for Shippers Supply ULC. Ron founded Shippers Supply in 1975... Read More

Marwan Jomha

Marwan Jomha
Chief Operating Officer, La-Z-Boy Furniture Galleries

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

Jeff Pocock

Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP

Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More

Vern Malcolm

Vern Malcolm
Managing Director, Growth & Transition Capital, BDC Capital

Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More

Erin Roddie

Erin Roddie
Director of Conferences, Cube Business Media

Erin has over 20 years of professional event management experience, and a passion for conferences and tradeshows.  Her creativity, attention... Read More

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

Peter Spencer

Peter Spencer
Principal, Pine Hill Capital

Scott Acheson

Scott Acheson
Vice President, Sequeira Partners

As a Vice President with Sequeira Partners’ Edmonton office, Scott brings nearly 10 years of accounting and finance experience and... Read More

Paul Anderson

Paul Anderson
Principal Consultant, Anderson & Associates

Paul Anderson is a Calgary entrepreneur.  He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More

Bruce Bates

Bruce Bates
Co-Founder, Leadwin Doors

Jeff Belford

Jeff Belford
Managing Director, TriWest Capital Partners

Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More

Adam Biel

Adam Biel
Manager, JACK Capital Partners

Logan Day

Logan Day
Partner, Transaction Advisory Services , Ernst & Young Orenda Corporate Finance Inc.

Logan Day is a Partner in EY’s Transaction Advisory Services practice in Edmonton. He has over 17 years of experience... Read More

Mario Nigro

Mario Nigro
Partner, Stikeman Elliott LLP

Mario Nigro is a partner in the Toronto office of Stikeman Elliott and a member of the firm’s M&A/Private Equity... Read More

UBS | EDM 19 Cocktail

UBS | EDM 19 Cocktail

CMC | Partner

CMC | Partner

Triwest | EDM 19 Water

Triwest | EDM 19 Water

MNP | EDM 19 Endeavour

MNP | EDM 19 Endeavour

BDC | Edm 19 Lanyard

BDC | Edm 19 Lanyard

Cap West | Edm 19 Journal

Cap West | Edm 19 Journal

BDO | EDM 19 Journal

BDO | EDM 19  Journal

Grant Thornton | Edm 19 Glossary of Terms

Grant Thornton | Edm 19 Glossary of Terms

Sarah Gingrich

Sarah Gingrich
Partner, Fasken

Sarah Gingrich practices corporate/commercial law with a focus on corporate finance, mergers and acquisitions, cross-border and private equity transactions. Acting for... Read More

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

Michael Steele

Michael Steele
CFO, Nano Technologies (AdvEn Industries)

Mike Steele is a seasoned business leader with expertise in strategy, finance and marketing-communications. Steele has developed global teams (Americas,... Read More

Jordan Martel

Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners

Jordan has over 12 years of client advisory experience in corporate valuations, financial opinions, fair value for IFRS and US... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

Darryl Sam

Darryl Sam
Senior Director, First West Capital

Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More

Matthew Wilkins

Matthew Wilkins
Associate, Fasken

Matthew Wilkins is a tax lawyer in our Fasken’s Calgary office whose practice is also focused on mergers, acquisitions and... Read More

BDC | 2019 Presenting

BDC | 2019 Presenting

FirePower | EDM 19 Workshop

FirePower | EDM 19 Workshop

ColumnB | EDM 19 Venture

ColumnB | EDM 19 Venture

Sequeira | Edm 19 Badge

Sequeira | Edm 19 Badge

Fasken | EDM 19 Venture

Fasken | EDM 19 Venture

FIRSTWEST CAPITAL | REGISTRATION

FIRSTWEST CAPITAL | REGISTRATION

TEC | Partner

TEC | Partner

FirePower Capital | Edm 19 Venture

FirePower Capital | Edm 19 Venture

Grant Thornton | Edm 19 Venture

Grant Thornton | Edm 19 Venture

PwC | Edm 19 Venture

PwC | Edm 19 Venture

FirstWest | EDM 19 Venture

FirstWest | EDM 19 Venture

EY | EDM 19 Pen

EY | EDM 19 Pen

CVCA | Edm Supporting 18

CVCA | Edm Supporting 18

John Carvalho

John Carvalho
President, Stone Oak Capital Inc.

John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... Read More

Craig McDougall

Craig McDougall
Partner, Felesky Flynn LLP

Craig’s practice covers a wide spectrum of indirect tax, income tax, resource tax, personal tax planning, and dispute resolution. In... Read More

Jonathan Piurko

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp.  Mr. Piurko is responsible for all executive functions... Read More

Tracey McVicar

Tracey McVicar
Managing Partner, CAI Capital Partners

Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More

Jerico VanBrabant

Jerico VanBrabant
CEO, MCSnet

Jerico was born and raised in St.Paul, Alberta, a small town of 6000 residents in north-east Alberta.  He is the... Read More

Amanda Vella

Amanda Vella
Senior Director, Business Advisory, ATB Value Accelerator, ATB Financial

Amanda is Senior Director, Business Advisory, ATB Value Accelerator with ATB Financial.  Amanda is focused on providing tailored advice to... Read More

Greg McIlwain

Greg McIlwain
Business Law and M&A, McMillan LLP

Greg is a Business Law and M&A Partner at McMillan LLP. His practice focuses on complex transactions including international and... Read More

Alf Sailer

Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital

As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More

Christopher Wolfenberg

Christopher Wolfenberg
Partner, Fasken

Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More

Kelly Long

Kelly Long
Co-Founder, Noble Premium Bison

Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More

Christoffer Mylde

Christoffer Mylde
SVP Corporate Development, Sproule

Christoffer Mylde is Senior Vice President, Corporate Development at Sproule, a leading global independent energy consulting firm. Chris has over... Read More

Jeff Nugent

Jeff Nugent
Chief Strategy & Global Business Development Officer, People 2.0

Carmen McHale

Carmen McHale
Senior Manager, Wealth Advisory Services, BDO

Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta.  She has over 17... Read More

Andrew Ramsay

Andrew Ramsay
Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services

Andrew Ramsay is a Senior Vice President and Co-Head of Transaction Risk Solutions at Gallagher, a global insurance and risk management consulting firm. Andrew has 12 years insurance experience with a focus on Private Equity, Asset Managers, Upstream/Midstream Oil and Gas, and Infrastructure. Andrew has worked extensively with both buyers and sellers to utilize Transaction Liability, including Representations and Warranties, Tax, and Environmental to help facilitate deals. Andrew also sits on the Board for Make-A-Wish.

Eric Warnke

Eric Warnke
Co-Founder and CEO, Mover

Eric started his career as one of the first employees at the Edmonton-based social networking startup, Nexopia.com (which Facebook later... Read More

Lorna Johnston

Lorna Johnston
Chair, CEO Group, TEC Canada

When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More

Katherine Prusinkiewicz

Katherine Prusinkiewicz
Partner, Senior Knowledge Lawyer, Norton Rose Fulbright Canada LLP

Katherine Prusinkiewicz is the knowledge lawyer for the Calgary office, working to leverage the practice’s collective wisdom to ensure efficiency... Read More

Heather Barnhouse

Heather Barnhouse
Partner, Dentons

Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More

Doug Beaton

Doug Beaton
Executive Director, M & A Advisory, Deloitte

Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More

George Coon

George Coon
Regional Director, Prairies, First West Capital

With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More

Vincent Kong

Vincent Kong
Director, AltaCorp Capital

Vince’s focus is on creating value and providing guidance to business owners looking to sell, raise capital, acquire or merge. His... Read More

Bernie Moore

Bernie Moore
Former President & CEO, CCI Thermal Technologies Inc.

Bernie Moore was the President and CEO of Edmonton-based CCI Thermal Technologies Inc. when it was sold to Thermon, Inc.... Read More

Joe Murphy

Joe Murphy
President, Fireball Equipment

Richard Ouellette

Richard Ouellette
Co-Founder, Karma & Cents Inc.

Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment... Read More

Kim Moody

Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law

Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More

Dan Duffy

Dan Duffy
Former President, Trans Tech Contracting and Vice President, NCSG Crane and Heavy Haul TRAN Tech Inc.

Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... Read More

Mark Stephenson

Mark Stephenson
President & Co-Founder, Cube Business Media

Mark has been a leader in the conference and tradeshow business for over 25 years with a proven track record for success. As a... Read More

Perry Feldman

Perry Feldman
Associate, Fasken

Perry Feldman practices corporate/commercial law in Calgary with a focus on M&A, corporate finance and securities regulation. Bringing a wide... Read More

Jeff Polovick

Jeff Polovick
Founder and Board Member, The Driving Force Inc.

Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More

Hussein Poonjani

Hussein Poonjani
Partner - Transaction, Grant Thornton LLP

I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More

Jeremy Herbert

Jeremy Herbert
Managing Partner, Felesky Flynn LLP

Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More

Jon Edgett

Jon Edgett
Senior Vice President, KPMG Corporate Finance Inc.

Todd Hirsch

Todd Hirsch
Chief Economist, ATB Financial

At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More

Gordon Howie

Gordon Howie
President & CEO, Coast Wholesale Appliances

Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More

Glenn Huber

Glenn Huber
Founder and Managing Partner, Chrysalis Acquisition Partners Inc.

Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More

Harry Hoyer

Harry Hoyer
President, The Cat Rental Store

In the last 20 years of Harry’s 37 year working career as well as running operations, he has been involved... Read More

Doug Kinsella

Doug Kinsella
President, Impulse Downhole Tools

Doug Kinsella, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More

Tim Kirby

Tim Kirby
Partner, Felesky Flynn LLP

Tim practices in all areas of taxation law with an emphasis on estate/succession planning, corporate and personal tax planning and... Read More

BDC | Edm Presenting 18

BDC | Edm Presenting 18

Greg Abtosway

Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.

Greg Abtosway is Vice President of Corporate Development at Tundra Process Solutions Ltd. Prior to joining Tundra, Greg was COO at... Read More

Harold Kunik

Harold Kunik
President, Mosaic Capital Corporation

Harold Kunik is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More

James Robertson

James Robertson
Director, Growth & Transition Capital, BDC Capital

James Robertson is Director, Growth & Transition Capital in our Edmonton office. James joined BDC in 2014, bringing with him 17 years... Read More

Leanne Yeatman

Leanne Yeatman
Chief of Staff, Managing Partner, F12.net

With over 20 years of experience, Leanne has played a crucial role in the development of F12 including the launch... Read More

Ryan Lang

Ryan Lang
Managing Director, First West Capital

Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More

Roberta MacGillivray

Roberta MacGillivray
President, The Filter Shop

Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More

Ian Meier

Ian Meier
Partner, Assurance Services, MNP LLP

Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More

Randy Olson

Randy Olson
President, Capital Estate Planning Corp

Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... Read More

Larry Benke

Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada

Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More

Stuart Parnell

Stuart Parnell
Managing Director, Stormont Energy Advisors

Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More

ATB | Edm Endeavour 18

ATB | Edm Endeavour 18

MNP | Edm Endeavour 18

MNP | Edm Endeavour 18

Deloitte | Edm Venture 18

Deloitte | Edm Venture 18

Capital West | Edm Venture 18

Capital West | Edm Venture 18

Fasken | Edm Venture 18

Fasken | Edm Venture 18

Cindy Radu

Cindy Radu
Partner, Business Transition Services, BDO Canada LLP

As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More

EY | Edm Enterprise

EY | Edm Enterprise

Charles Bougie

Charles Bougie
Managing Partner, Kluane Partners

Charles co-founded Kluane Partners in 2014.  Prior to starting Kluane Partners, Mr. Bougie served as Senior Principal at Alberta Teachers... Read More

Gordon Cameron

Gordon Cameron
Partner, McCarthy Tetrault LLP

Gordon Cameron is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kristi Cawthorn

Kristi Cawthorn
President, Startec Compression & Process

Don Chapman

Don Chapman
President & CEO, Kent Imaging, Inc.

Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More

Claude Cloutier

Claude Cloutier
President, Ambassador Mechanical

Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More

Jean-Philippe Couture

Jean-Philippe Couture
Partner, PwC Law LLP

Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More

Miles Palmer

Miles Palmer
President, GlassMasters Autoglass Ltd.

Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More

Mike Reynolds

Mike Reynolds
Managing Director, MNP Corporate Finance

Mike Reynolds, CFA, is a Managing Director of MNP Corporate Finance Inc., in MNP’s Calgary office where he advises on... Read More

Codie Richard

Codie Richard
CFO, Zender Auto Group Ltd.

Sanjaya Ranasinghe

Sanjaya Ranasinghe
Senior Manager, Tax, EY

Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More

Douglas Gray

Douglas Gray
President & Founder, Graycon I.T.

Douglas Gray is the Founder and President of Graycon I.T.  He is a recognized leader in the IT industry and... Read More

Brian Gronberg

Brian Gronberg
President, CanaDream

Brian Gronberg is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More

Chad Robinson

Chad Robinson
Managing Director, SCF Partners

Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More

Wayne Henuset

Wayne Henuset
President, Willow Park Wines & Spirits Ltd.

David Hood

David Hood
President & CEO, geoLOGIC systems ltd

Jamie Avey

Jamie Avey
Partner, Financial Advisory Services, Deloitte

Jamie is a Partner in Deloitte’s M&A Advisory group who leads the M&A transaction services practice in Alberta. Jamie has... Read More

Cathie Saroka

Cathie Saroka
President & CEO, Goldray Glass

With more than 30 years of hands-on experience in the glazing industry, Cathie Saroka has extensive experience in products, operations... Read More

Andrea Lanyi

Andrea Lanyi
Director, Wealth & Tax Planning, BMO Wealth Management

Erin Rayner

Erin Rayner
The Vets Group

Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More

Andrew Major

Andrew Major
Director & District Manager, Roynat

Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More

Sean Rayner

Sean Rayner
The Vets Group

“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More

Andrew Rush

Andrew Rush
Vice President, Carpedia International

Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders;... Read More

Renaissance | Edm Enterprise 18

Renaissance | Edm Enterprise 18

Sequiera | Edm Enterprise 17

Sequiera | Edm Enterprise 17

Aroon Sequeira

Aroon Sequeira
Chairman, Sequeira Partners

Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More

Kathy Melton

Kathy Melton
Real Estate Developer & Corporate Director, Cavell Holdings Inc.

Being part of a family business that spans four generations, Kathy offers a wealth of personal insights on the importance of transitional roles for each generation.  Her first-hand experience with evolving responsibilities... Read More

Scotia | Edm Venture 18

Scotia | Edm Venture 18

UBS | Edm 2018 Cocktails

UBS | Edm 2018 Cocktails

BDC | Edm Ind (Lanyard) 18

BDC | Edm Ind (Lanyard) 18

Felesky | Edm Ind Journal 18

Felesky | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Chrysalis | Edm Ind Journal 18

Sequeira | Edm Ind 18

Sequeira | Edm Ind 18

BDC | Edm Session 18

BDC | Edm Session 18

Bennett Jones | Edm Session 18

Bennett Jones | Edm Session 18

First West | Edm Session 18

First West | Edm Session 18

Grant Thornton | Edm Session 18

Grant Thornton | Edm Session 18

Renaissance | Edm Session 18

Renaissance | Edm Session 18

TriWest | Edm Breakout 18

TriWest | Edm Breakout 18

BIE | Supporting Edm 18

BIE | Supporting Edm 18

NACO | Edm Supporting 18

NACO | Edm Supporting 18

EO | Supporting Edm 17

EO | Supporting Edm 17

FEA | Edm Supporting 18

FEA | Edm Supporting 18

FEX | Edm Supporting 17

FEX | Edm Supporting 17

TEC | Edm Supporting 18

TEC | Edm Supporting 18

Paul Shaw

Paul Shaw
Vice President, Regimen Partners Inc.

Devin Wagner

Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP

Devin leads the Transactions practice for Grant Thornton in Alberta and is also the Western Region Transactions Leader for the... Read More

Rob Olsen

Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte

Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More

Keith Peters

Keith Peters
Assistant Vice President, HSBC Bank Canada

Teresa Melton

Teresa Melton
Corporate Director and Business Manager, Cavell Holdings Inc.

Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More

Matt Barasch

Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets

Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More

Murray Toews

Murray Toews
CEO, Bonnetts Energy

Toews graduated from Beaverlodge Regional in 1985 before completing his Business Degree at Red Deer College (RDC) in 1990. Beyond... Read More

Talbot Babineau

Talbot Babineau
President & CEO, IBV Capital

Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More

Chris Buckman

Chris Buckman
Vice President, EnerTech Capital

Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More

Justin Morin

Justin Morin
Co-Founder & CEO, Dynacorp Fabricators Inc.

Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More

Terry Stephenson

Terry Stephenson
President & CEO, Vertex Resources Group

Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More

David Nielsen

David Nielsen
Tax Partner, Grant Thornton LLP

Coady Cormier

Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More

Troy Pearce

Troy Pearce
COO, Mosaic Capital Corporation

Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More

Lori Ell

Lori Ell
TEC Chair, TEC Canada

Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More

Rick Giammarino

Rick Giammarino
Founder, GRB Engineering Ltd.

As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More

Robert Hagerman

Robert Hagerman
Partner, Gowling WLG

Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More

Alexander Henderson

Alexander Henderson
Partner, Transaction Services, KPMG LLP

Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More

Warren Rabey

Warren Rabey
President & CEO, Rayquest

Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More

Jeff Lawson

Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited

Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More

Jeff House

Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies

Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More

Janie Tremblay

Janie Tremblay
Counsel, McMillan LLP

Janie splits her practice between Calgary and Vancouver, and leads McMillan LLP’s Financial Services Group in Calgary. Janie acts for... Read More

Kristina Williams

Kristina Williams
President & Chief Executive Officer, Alberta Enterprise Corporation

Alberta Enterprise (AEC) promotes the development of Alberta’s venture capital industry by investing in VC funds that finance technology companies.... Read More

Greg Tooth

Greg Tooth
Director, Equicapita

Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More

Brent McLean

Brent McLean
Founder, McLean & Partners

Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More

Dave Sparrow

Dave Sparrow
President, Trailwise Capital

David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for... Read More

Chad Niehaus

Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection

Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More

University of Alberta | Edm Supporting 18

University of Alberta | Edm Supporting 18

Karma & Cents | EDM 19 Supporting

Karma & Cents | EDM 19 Supporting

William Smith

William Smith
Principal, Torve Ventures and SmithLawCorp

Alex Webb

Alex Webb
CEO, F12.net Inc.

Alex Webb is the CEO of F12.net, a Canadian business technology provider he founded in Edmonton in 1996. Through product innovation and numerous acquisitions, Alex pushed F12 to become the predominant provider of unique offerings such as managed hardware-as-a-service, geo-redundant Canadian private cloud, and subscription-based IT. 

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Leah Tolton

Leah Tolton
Partner, Dentons

Angus Watt

Angus Watt
Managing Director, National Bank Financial

Dave Sinclair

Dave Sinclair
President, Business Transitions Plus

Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More

Tony Smith

Tony Smith
Partner, MNP LLP

Tony Smith, CA, is a Partner in MNP’s Calgary office. A member of the firm’s Assurance Services team, Tony also... Read More

Craig Story

Craig Story
Partner, Stikeman Elliott LLP

Craig Story is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More

Kevin Tran

Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management

As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Anthony Strawson

Anthony Strawson
Co-Managing Partner, Felesky Flynn LLP

Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Gordon Wusyk

Gordon Wusyk
Founder, Predictable Futures Inc.

Gordon Wusyk, B.Ed., TEP, is the Founder and CEO of Predictable Futures Inc. – The Business Family Centre and the... Read More

Mark Vodden

Mark Vodden
Vice President, KPMG Corporate Finance Inc.

Mark is a Vice President with KPMG Corporate Finance Inc. in Calgary, specializing in mergers, acquisitions, divestitures and financing transactions.... Read More

This is the Advisors Archive for the Alberta Business Transitions Forum.

Jump to: Speakers Archive

Cal 2016 Cal 2017 Edm 2018 Cal 2018 Edm 2019 Cal 2019 West 2020 Cal 2022 Edm 2022
2016 Calgary Advisors
Cody Church
Cody Church
CEO & President, Clear North Capital
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
Matt Flynn
Matt Flynn
Managing Director, Roynat Equity Partners
Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
Dave Connolly
Dave Connolly
Managing Director, TriWest Capital Partners
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
Clarke Barnes
Clarke Barnes
Partner, Fasken Martineau
Brock McMillan
Brock McMillan
Partner, EY Canada
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
Ildi Arlette
Ildi Arlette
President & CEO, Results Continuum Inc.
Greg Tooth
Greg Tooth
Director, Equicapita
Richard E Edwards
Richard E Edwards
Partner, BDO Canada LLP
Bill Gilliland
Bill Gilliland
Partner, Dentons Canada LLP
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
Dr. Basil Peters
Dr. Basil Peters
CEO, Strategic Exits Corp
Russ MacKay
Russ MacKay
Portfolio Manager, McLean Partners
Cal Malhiot
Cal Malhiot
Director, RBC Wealth Management
Andrew MacNiven
Andrew MacNiven
Director, Global Investment Banking, RBC Capital Markets
Dave Munro
Dave Munro
Managing Director, Stormont Energy Advisors
Nathan Montgomery
Nathan Montgomery
Associate, McCarthy Tétrault
Dave Sinclair
Dave Sinclair
President, Business Transitions Plus
Tony Smith
Tony Smith
Partner, MNP LLP
Wendy Sage-Hayward
Wendy Sage-Hayward
Adjunct Professor, Sauder School of Business at UBC and Senior Consultant, Family Business Consulting Group
Gregory Turnbull
Gregory Turnbull
Partner, McCarthy Tétrault
2017 Calgary Advisors
CONFERENCE CHAIR
Harold Kunik
Harold Kunik
President, Mosaic Capital Corporation
Cody Church
Cody Church
CEO & President, Clear North Capital
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
Allison Maher
Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.
Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
Stuart Parnell
Stuart Parnell
Managing Director, Stormont Energy Advisors
Cindy Radu
Cindy Radu
Partner, Business Transition Services, BDO Canada LLP
Todd Coleman
Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management
Jamie Avey
Jamie Avey
Partner, Financial Advisory Services, Deloitte
Clarke Barnes
Clarke Barnes
Partner, Fasken Martineau
Andrew Major
Andrew Major
Director & District Manager, Roynat
Brock McMillan
Brock McMillan
Partner, EY Canada
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
2018 Calgary Advisors
CONFERENCE CHAIR
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
View Bio »
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
View Bio »
Allison Maher
Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.
View Bio »
Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
View Bio »
Jordan Martel
Jordan Martel
Partner, Corporate Valuations and Financial Opinions Leader, Sequeira Partners
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Victoria Bradbury
Victoria Bradbury
Controller, Mancal Corp
View Bio »
Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
View Bio »
Peter Cotterill
Peter Cotterill
Manager, Business Development, Family Enterprise Xchange
View Bio »
Lorna Johnston
Lorna Johnston
Chair, CEO Group, TEC Canada
View Bio »
Ryan Lang
Ryan Lang
Managing Director, First West Capital
View Bio »
Stuart Parnell
Stuart Parnell
Managing Director, Stormont Energy Advisors
View Bio »
Cindy Radu
Cindy Radu
Partner, Business Transition Services, BDO Canada LLP
View Bio »
Devin Wagner
Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP
View Bio »
2018 Edmonton Advisors
CHAIR
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
Shauna Feth
Shauna Feth
President & CEO, Alberta Chambers of Commerce (ACC)
Jalal Jetha
Jalal Jetha
Managing Partner, J.B. & Co. Ltd.
Tabreez Lila
Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital
Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
Lynne Fisher
Lynne Fisher
National Team Leader, ExitSmart, MNP
Jason Ding
Jason Ding
Chief Business Officer, Entos Pharmaceuticals
Ian Reynolds
Ian Reynolds
Partner, Bennett Jones LLP
Logan Day
Logan Day
Partner, Transaction Advisory Services , Ernst & Young Orenda Corporate Finance Inc.
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
John Carvalho
John Carvalho
President, Stone Oak Capital Inc.
Christopher Wolfenberg
Christopher Wolfenberg
Partner, Fasken
Vincent Kong
Vincent Kong
Director, AltaCorp Capital
Jon Edgett
Jon Edgett
Senior Vice President, KPMG Corporate Finance Inc.
Keith Peters
Keith Peters
Assistant Vice President, HSBC Bank Canada
Leah Tolton
Leah Tolton
Partner, Dentons
Angus Watt
Angus Watt
Managing Director, National Bank Financial
2019 Calgary Advisors
CONFERENCE CHAIR
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
View Bio »
Dino Deluca
Dino Deluca
Chief Operating Officer, TriWest Capital Partners
View Bio »
Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
View Bio »
Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
View Bio »
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
View Bio »
Sharon Gray
Sharon Gray
President, RDT Valuations Group Inc.
View Bio »
Cam Bawol
Cam Bawol
Vice President, MNP Corporate Finance
View Bio »
Craig Hoskins
Craig Hoskins
Senior Partner, Norton Rose Fulbright
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Louise Lee
Louise Lee
Partner, Borden Ladner Gervais LLP
View Bio »
Warren Rabey
Warren Rabey
President & CEO, Rayquest
View Bio »
Janie Tremblay
Janie Tremblay
Counsel, McMillan LLP
View Bio »
2019 Edmonton Advisors
CONFERENCE CHAIR
Dave Sparrow
Dave Sparrow
President, Trailwise Capital
View Bio »
Julie Afanasiff
Julie Afanasiff
Managing Partner, Sequeira Partners
View Bio »
Jalal Jetha
Jalal Jetha
Managing Partner, J.B. & Co. Ltd.
View Bio »
Tabreez Lila
Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital
View Bio »
Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
View Bio »
Lynne Fisher
Lynne Fisher
National Team Leader, ExitSmart, MNP
View Bio »
Jason Ding
Jason Ding
Chief Business Officer, Entos Pharmaceuticals
View Bio »
Ian Reynolds
Ian Reynolds
Partner, Bennett Jones LLP
View Bio »
Francesca Donati
Francesca Donati
Director, Corporate Finance, PwC Canada
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
John Carvalho
John Carvalho
President, Stone Oak Capital Inc.
View Bio »
Hussein Poonjani
Hussein Poonjani
Partner - Transaction, Grant Thornton LLP
View Bio »
Leah Tolton
Leah Tolton
Partner, Dentons
View Bio »
Angus Watt
Angus Watt
Managing Director, National Bank Financial
View Bio »
2020 BTF West Speakers

Mark Brodkin

Mark Brodkin
Private Equity National Head, Roynat Capital

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More

Axel Christiansen

Axel Christiansen
Partner, Relay Transition Partners

Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More

Julie Afanasiff

Julie Afanasiff
Managing Partner, Sequeira Partners

Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More

Pierre Cléroux

Pierre Cléroux
Vice President Research & Chief Economist, BDC

Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More

Constantine Hatzipanayis

Constantine Hatzipanayis
Partner, Growth Equity Partners, BDC

Constantine Hatzipanayis is Partner, Growth Equity Partners in our Vancouver office. Constantine aims to support Canadian entrepreneurs through their growth... Read More

Kleo Landucci

Kleo Landucci
CEO & President, CrescentView Investments Ltd. & Former Managing Director, Ashcroft Terminal

Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More

Michael Bains

Michael Bains
Managing Director, Transactions, Grant Thornton LLP

Having grown up in a family that ran a business, I understand the importance of helping business owners achieve success,... Read More

Judy Brooks

Judy Brooks
Executive Chair, SmartSweets

Deep consideration and inquiry at the heart of success and leadership Leading with lovingkindness, and her playful spirit, you will... Read More

Paulina Cameron

Paulina Cameron
CEO, The Forum

As CEO of The Forum, Paulina leads a national organization that educates, mentors and connects women entrepreneurs to be wildly... Read More

Debby Carreau

Debby Carreau
CEO & Founder, Inspired HR Ltd

Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More

Alroy Chan

Alroy Chan
Director, Finance Special Projects, Westland Insurance Group Ltd.

Alroy has 20+ years of experience in progressively senior leadership roles.  Most recently, Alroy grew and led the M&A function at... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, PwC

Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More

Phil DeSerres

Phil DeSerres
President, Joto Imaging Supplies

Phil is the owner-operator of Joto Paper which he recently acquired. He is an entrepreneur at heart having worked for... Read More

DJ Devries

DJ Devries
Former President & General Manager, Dozyn Dezyn Properties

Overseeing the daily operations of my family’s commercial real estate holdings, my expertise is in all aspects of real estate... Read More

Prentice Durbin

Prentice Durbin
Partner, Harper Grey LLP

Prentice’s practice involves advising entrepreneurs at any stage, from start-up and early growth to large-scale established businesses, in a wide variety... Read More

Derrick Emsley

Derrick Emsley
CEO, Co-Founder, Tentree

Derrick Emsley, named Forbes Top 30 Under 30 and Canada’s Top 40 Under 40, has been actively involved in environmental... Read More

Grant Foster

Grant Foster
Partner, Fasken

Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More

Mark Funk

Mark Funk
President, Big Box Outlet Store

Discount Retail Entrepreneur: Developing Big Box Outlet Store into 16 stores with 13 locations in BC, 2 in Washington, and... Read More

Christian Gauthier

Christian Gauthier
Partner, Bennett Jones LLP

Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More

Cindy Huang

Cindy Huang
Portfolio Manager, Leith Wheeler Investment Counsel

Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for Private Clients and... Read More

Calle Johnson

Calle Johnson
Managing Director & Partner, Corporate Finance, PwC

Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... Read More

Andrew Kemper

Andrew Kemper
Partner, Capital West Partners

Welcome to the 7th annual Business Transitions Forum in Vancouver. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have achieved strategic growth and faced acquisition. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.

Jacoline Loewen

Jacoline Loewen
CEO, Loewen Capital Partners

Jacoline Loewen, Head of Business Development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More

Steve Chen

Steve Chen
VP & Head, First West Capital

Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More

Tom Kramer

Tom Kramer
President & CEO, Smith Cameron Group

Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners.  Tom subsequently completed 6 strategic... Read More

Vladimir Kovacevic

Vladimir Kovacevic
CEO, Inovatec

Vladimir Kovacevic is co-founder and Chief Executive Officer of Inovatec Systems, a global provider of loan origination and loan management... Read More

Tara Landes

Tara Landes
Founder & President, Bellrock Benchmarking Inc.

Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More

David Allardice

David Allardice
Managing Principal, Miller Titerle + Company

David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More

Brian Lau

Brian Lau
Vice President, Krystal Growth Partners

Brian Lau joined Krystal Growth Partners in 2019. As Vice President, Brian’s responsibilities span the entire investment cycle to include... Read More

Samuel Li

Samuel Li
Partner, Fasken

Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More

Kristi Miller

Kristi Miller
Managing Partner, Krystal Growth Partners

Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.

Mike McIsaac

Mike McIsaac
CEO & Managing Director, Baker Tilly Canada Corporate Finance

Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More

Cameron MacCarthy

Cameron MacCarthy
Partner, Lindsey MacCarthy LLP

Cameron has been a partner with the law firm Lindsey MacCarthy LLP since 2016 and the firm’s co-managing partner since... Read More

Adam Mallon

Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP

EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More

Don Montgomery

Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions

Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More

Natalie Michael

Natalie Michael
CEO Coach & Succession Advisor, Waterfront Partners

Natalie Michael is a CEO and Executive Coach and CEO Succession Advisor.  She advised Boards, and CEOS on how to... Read More

Diana Noble

Diana Noble
Business Coach & Consultant, Noble Choice Coaching

Serial entrepreneur Diana Noble stumbled into the world of entrepreneurship by accident at the tender age of 24. Since then,... Read More

Gerry Bellerive

Gerry Bellerive
Managing Director, Regimen Partners

Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More

Charles Chang

Charles Chang
President & Founder, Lyra Growth Partners Inc.

Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More

Rob Nazer

Rob Nazer
Owner, Total Restoration

For the past 15 years I have been the owner of Total Restoration Services, Penticton. A 24/7 restoration company.

Nick Boyd

Nick Boyd
Principal & Founder, Fusion Projects Management Ltd.

As Founder of Vancouver-based Fusion Projects, Nicholas Boyd has built the Fusion team into Vancouver’s premier interior contractors and project... Read More

Kathy Bright

Kathy Bright
Family Enterprise Consultant, Telos Group

Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More

Rob Normandeau

Rob Normandeau
President, SeaFort Capital

Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More

Cameron Burke

Cameron Burke
Partner, Technology, Fort Capital Partners

Cam is an experienced venture capitalist, operator and advisor. He combines knowledge of operations, to go market strategies, M&A, and... Read More

Kathy Butler

Kathy Butler
Managing Director and Head, BC, Technology & Innovation Global Investment Banking, CIBC Capital Markets Inc,

Kathy Butler joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More

Steve Duyvewaardt

Steve Duyvewaardt
President & CEO, Westminster Management Corporation

As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More

Catherine Dahl

Catherine Dahl
CEO, Beanworks by Quadient

Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More

Jay Dargatz

Jay Dargatz
Former President, Canstar Restoration

David Diebolt

David Diebolt
Partner, Manning Elliott LLP

David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... Read More

Mackenzie Regent

Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP

Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More

Shane King

Shane King
National Leader, Succession Services, MNP LLP

Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More

Chad Garrod

Chad Garrod
CEO, Bluewater

Amir Ghahreman

Amir Ghahreman
Associate Counsel, Richards Buell Sutton LLP

Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... Read More

Gary Powers

Gary Powers
President, Promac Group

With a background in mechanical engineering, project management and entrepreneurship, I am very suited to leading a diverse company like... Read More

Rick Gendemann

Rick Gendemann
Partner, Manning Elliott LLP

Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and... Read More

Chris Hardwick

Chris Hardwick
President & CEO, Chris Hardwick Inc. & TEC Canada Chair

Chris Hardwick is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More

Robyn Hooper

Robyn Hooper
Family Enterprise Consultant, Telos Group

A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More

Ryan Norton

Ryan Norton
Managing Director, Grant Thorton LLP

As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More

Emily Savage

Emily Savage
Lawyer, Miller Titerle + Company

Emily is a lawyer in Miller Titerle + Company’s business law and transactions group. Prior to joining MT +Co., Emily... Read More

Ilan Jacobson

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More

Kevin Shaw

Kevin Shaw
President & Managing Director, Baker Tilly Canada Corporate Finance

Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... Read More

Derek Strong

Derek Strong
Regional Director, Roynat Capital

Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More

Keith Brown

Keith Brown
Business Family Advisor and Founder, Financial Confidence Advisors

Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More

Dylan Brown

Dylan Brown
Financial Advisor, Financial Confidence Advisors

Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More

Victoria Brown

Victoria Brown
Business Family Facilitator and Founder, 10X Business Builder

Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More

Delna Bhesania

Delna Bhesania
CEO & Co-Founder, Bardel Entertainment

Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More

Mike Burtch

Mike Burtch
Partner, Fort Capital Partners

Julie Campbell

Julie Campbell
Principal, SSDG Interiors Inc.

Julie has focused on commercial design for 20 years and is a co-owner of Vancouver-based SSDG Interiors, one of BC’s... Read More

Scott Bodie

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Janet Davie

Janet Davie
Master Chair, TEC Canada

Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More

Nicholas Drake

Nicholas Drake
Director, Growth & Transition Capital, BDC Capital

Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More

Darrell Ert

Darrell Ert
Founder & President, Evolution Strategies

Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More

Silvana Facchin

Silvana Facchin
Partner, Richards Buell Sutton LLP

Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More

Brendan Le Nobel

Brendan Le Nobel
Director, M&A, BDO Canada

Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More

Taylor Gemmel

Taylor Gemmel
Owner, Anita's Organic Mills

Ryan Giles

Ryan Giles
Partner, TriWest Capital Partners

Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More

Brad Hill

Brad Hill
Brad Hill, Managing Director, Consulting & Deals, PwC

Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More

Dave Bustos

Dave Bustos
Managing Partner, Fort Capital Partners

Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... Read More

Steve Lukas

Steve Lukas
Associate Counsel, Harper Grey LLP

Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More

Peter J. Mogan

Peter J. Mogan
Founder and Senior Partner, Mogan Daniels Slager LLP

Known as a leading mid-market M&A legal advisor in British Columbia, Peter Mogan, founder and senior partner of Mogan Daniels... Read More

Jeff Pocock

Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP

Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More

Julie McGill

Julie McGill
Managing Partner, Fulmer Capital Partners Inc.

Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More

Bill Tucker

Bill Tucker
CEO & President, Omicron

I am the Chief Executive Officer of Omicron Canada Inc., a 200-person integrated development, design and construction firm with offices... Read More

Vic Marks

Vic Marks
Founder, Hartley and Marks

Manu Varma

Manu Varma
External Relations, Uncommon Purpose

Manu is a senior leader having worked in the information technology and services industry, financial services and telcom for the... Read More

Dave Mason

Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)

Dave Mason has been in the investment industry for over 30 years.  His career began in 1988 as an investment... Read More

Jonathan Piurko

Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.

Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp.  Mr. Piurko is responsible for all executive functions... Read More

Sushil Arora

Sushil Arora
CEO, Danica Imports

Gary Benson

Gary Benson
Vice President Operations, Danica Imports

Rodney Benson

Rodney Benson
Board of Director - Chairman, Danica Imports

Jeremy Billan

Jeremy Billan
Director, Growth Equity, BDC Capital

Stephane Bourque

Stephane Bourque
Co-Founder & CEO, Incognito Software Inc.

Jeremy Braude

Jeremy Braude
Board of Director - Director, Danica Imports

Jonathan Braude

Jonathan Braude
Vice President Product, Danica Imports

Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More

Deena Chochinov

Deena Chochinov
Family Enterprise Advisor and Management Consultant

For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More

Cindy David

Cindy David
President, Cindy David Financial Group

With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... Read More

Tracey McVicar

Tracey McVicar
Managing Partner, CAI Capital Partners

Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More

Shannon Walker

Shannon Walker
Founder & President, WhistleBlower Security Inc.

Shannon Walker is the founder and president of WhistleBlower Security Inc. (WBS) which was launched in 2005. She frequently speaks... Read More

Ronnie De Zen

Ronnie De Zen
Partner, PwC

Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More

Graham Flater

Graham Flater
Principal, Fulcrum Capital

Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More

Karen Flavelle

Karen Flavelle
CEO, Purdys Chocolates

Terry Holland

Terry Holland
Managing Partner, Krystal Growth Partners

Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... Read More

Bruce Partridge

Bruce Partridge
Former CEO, Shearwater Research

Bruce started working in the computer business in the 70’s representing Gandalf Technologies.  After selling a computer consulting business in... Read More

Paul Hemsley

Paul Hemsley
Founder and President, Hemmera

Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More

Blair Horn

Blair Horn
Partner M&A, Fasken

Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group.  Blair advises public and private technology,... Read More

Mike McKee

Mike McKee
Director of Real Estate and Finance, JAK’s Beer Wine & Spirits

Maheb Nathoo

Maheb Nathoo
CEO, Agrifoods International Co-operative and Earth's Own Food Company

Anthony Nicalo

Anthony Nicalo
Entrepreneur in Residence, HIGHLINE Beta

James Knight

James Knight
Director, Transaction Advisory, RSM Canada

James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More

John Nicola

John Nicola
Chairman & CEO, Nicola Wealth

A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More

Bruce MacKenzie

Bruce MacKenzie
Owner, Chapman & Associates

For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More

Bob Lawrence

Bob Lawrence
Value Enhancement and Exit Readiness, VEER Business Advisors Ltd.

After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More

Kevin McElroy

Kevin McElroy
Former CEO & President, Nuheat

Natalie Michael

Natalie Michael
CEO & Executive Coach, Waterfront Partners

Tea Nicola

Tea Nicola
Co-Founder & CEO, WealthBar

Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the first of its kind in the country. Today,... Read More

James Pratt

James Pratt
CEO, Rhema Health Products Limited

After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More

Trevor Parry

Trevor Parry
Senior Tax and Estate Planning Advisor Raymond James Ltd.

Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More

Danvir Roopra

Danvir Roopra
Partner, Transaction Tax, BDO Canada LLP

Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More

Paul Rowe

Paul Rowe
Partner, Fulcrum Capital Partners

Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More

Tina Osen

Tina Osen
President, HUB International

Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More

Michal Pisarek

Michal Pisarek
Co-Founder, Dynamic Owl Consulting

Jesse Ahuja

Jesse Ahuja
Partner, MEP Business Counsel

Jesse Ahuja is a Partner at MEP Business Counsel. Jesse’s practice focuses on mergers, acquisitions and dispositions, private equity and... Read More

Melisa Attisha

Melisa Attisha
Executive Vice President and COO at TAG Alliances

Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More

Neil Atchison

Neil Atchison
Principal, Analytica Advisors Inc.

Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More

Michael J. Beninger

Michael J. Beninger
Counsel, Bennett Jones LLP

Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More

Holly Castle

Holly Castle
Director, Tax Planning, BMO Wealth Management

Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More

Leon Salvail

Leon Salvail
Managing Director, Gevity

In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More

Duncan White

Duncan White
President, Seaside Paper Products Ltd.

Prior to joining Seaside in 2004, Duncan spent 18 years in the private investment and distribution industries. As President of... Read More

Anthony Yates

Anthony Yates
Vice President, Business Development, Mainroad Group

Anthony Yates holds a BEng (Hons) in Civil Engineering from Coventry University, UK. Mr. Yates brings an extensive background in... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kellie Manchester

Kellie Manchester
Partner, Sequeira Partners Inc.

Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More

Mike De Pfyffer

Mike De Pfyffer
Former Director, Thunderbird Marine Corp

Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More

David Frost

David Frost
Partner, McCarthy Tétrault LLP

David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More

Matt Switzer

Matt Switzer
Partner, Northwest Capital Partners

16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More

Deborah Graystone

Deborah Graystone
Partner, BDO Canada LLP

With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More

Arthur Griffiths

Arthur Griffiths
Former owner of the Vancouver Canucks and Orca Bay Sports & Entertainment

Gary Powroznik

Gary Powroznik
Founder and Managing Director, G-Force Group

Gary D. Powroznik, FCPA, FCA, CIRP is the Founder and Managing Director of G-Force Group http://www.g-forcegroup.ca/, a Vancouver-based professional service... Read More

Erin Klassen-Parkes

Erin Klassen-Parkes
CFO, Klassen Business Group

Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More

Merv Klassen

Merv Klassen
Senior Partner, Klassen Business Group

Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More

Reg Klassen

Reg Klassen
Senior Partner, Klassen Business Group

Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More

Travis Klassen

Travis Klassen
CEO, Klassen Business Group

Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More

Steve Kleinschmidt

Steve Kleinschmidt
Director, Good Insights Strategy Inc

Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc.  The Company provides advisory services across a... Read More

Shafeen Mawani

Shafeen Mawani
COO, The Western Investment Company of Canada Ltd.

Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More

Tricia McIver

Tricia McIver
Business & Family Wealth Specialist, Scotia Wealth Management

Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent... Read More

Doug Ryder

Doug Ryder
Partner, Transactions / Valuation, Grant Thornton LLP

Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More

Alan Oishi

Alan Oishi
Business Strategist & Facilitator, Alan Oishi Inc.

Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... Read More

David Simpson

David Simpson
Director, Ivey Business Families Centre, Ivey Business School, Western University

David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More

John Rose

John Rose
Former CEO & President, Nuheat

Eric Termuende

Eric Termuende
Co-Founder, NoW Innovations

Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More

Yves Potvin

Yves Potvin
Founder, Gardein and President, Pacific Institute of Culinary Art

Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... Read More

Bruce Townson

Bruce Townson
Director, Growth and Transition Capital - Tech Sector, BDC Capital

Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More

Steve Saville

Steve Saville
Partner M&A, Fasken

Matt Price

Matt Price
Managing Director, Growth & Transition Capital, BDC Capital

Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More

Ashley Cooper

Ashley Cooper
President and CEO, Paladin Security Group

Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More

Mike Cordoba

Mike Cordoba
Founding Partner, Empresario Capital Partners

Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More

Justin Currie

Justin Currie
CEO, Royalty North Partners

Justin is CEO of Royalty North Partners based in Vancouver. Royalty North is a public company (RNP.V) that provides non-dilutive... Read More

David Raffa

David Raffa
President, Valeo Corporate Finance Ltd.

David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More

Richard Harris

Richard Harris
Managing Director, Tricor Pacific Founders Capital Inc.

As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More

Barry Hubich

Barry Hubich
Vice President, Growth & Transition Capital, BDC Capital

Barry Hubich is Vice-President, BDC Capital for the Western Canadian region.  Barry has  more than thirty years of experience working... Read More

Brian Hurl

Brian Hurl
Former CEO & Owner, Foley’s Candies

Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More

Aileen La Borie

Aileen La Borie
Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More

Steve Thorp

Steve Thorp
Co-Founder & Managing Director, Postmark Brewing

Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More

Jim McGuigan

Jim McGuigan
Partner, Pricewaterhouse Coopers LLP

Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator.  He is an Incorporated Partner and a Managing Director... Read More

Ivor Luk

Ivor Luk
BC Financial Advisory Managing Partner, Mergers & Acquisitions, Deloitte LLP

Ivor is the Partner in charge of the Financial Advisory Group in British Columbia and also leads the M&A Transaction... Read More

Tony Scott

Tony Scott
President, Platinum Pro-Claim

Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... Read More

Mark Woodall

Mark Woodall
Former President & CEO, Special Risk Insurance Managers Ltd.

In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More

Davis Yung

Davis Yung
President & CEO, Fresh Direct Produce

Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... Read More

Andrea Shaw

Andrea Shaw
Founder & Managing Partner, TTG Canada

Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More

Bruno Suppa

Bruno Suppa
Partner, Financial Advisory Services, BDO Canada LLP

Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More

Kam Nat

Kam Nat
Senior Tax Manager, BDO Canada LLP

Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... Read More

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Genevieve Pinto

Genevieve Pinto
Partner, McCarthy Tetrault LLP

Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Bruno Bertocci

Bruno Bertocci
Senior Portfolio Manager & Managing Director, UBS Global Asset Management

Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More

Brian Begert

Brian Begert
Managing Partner, Yellow Point Equity Partners

Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More

Gordon Smith

Gordon Smith
Owner & President, Smithrite Disposal Ltd.

Joseph Calvano

Joseph Calvano
Former Partner & Founder, Dollar Giant

Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More

Eric Carlson

Eric Carlson
Core Founder & CEO, Anthem Properties & CEO, United Communities

Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More

Mike Wick

Mike Wick
Director, North Delta Seafoods

Donald M. Spence

Donald M. Spence
Managing Partner, SVG Capital Group

Mr. Spence has been involved exclusively in business valuations, mergers and acquisitions, financial litigation support and related matters since 1985. Mr. Spence has... Read More

John Robinson

John Robinson
President & CEO, Strategic Succession

John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More

Brent Cunningham

Brent Cunningham
Partner, Sequoia Mergers & Acquisitions Corp.

Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More

John Stout

John Stout
Co-Founder, President and Head of Sales, SNAP Financial Group

John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More

Wendy Sage-Hayward

Wendy Sage-Hayward
Adjunct Professor, Sauder School of Business at UBC and Senior Consultant, Family Business Consulting Group

Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More

Neil de Gelder

Neil de Gelder
Executive Vice President, Stern Partners Inc.

Andrew Strang

Andrew Strang
Co-Founder & CEO, FlyOver Canada/ FlyOver America

Andrew is the Co-Founder and CEO of the FlyOver® group of visitor attractions. Andrew holds a law degree from UBC.... Read More

Brett Hodson

Brett Hodson
Former CEO, Corix

Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More

Cliff Harper

Cliff Harper
Managing Director & Former Partner, Certified Coatings Specialists Inc.

John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More

Brent Twist

Brent Twist
CEO, Encore Business Solutions

Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More

Rod Senft

Rod Senft
Managing Director, Tricor Pacific Capital

As a Managing Director at Tricor Pacific Founders Capital Inc., Rod contributes to portfolio company strategy, is a sounding board for human... Read More

Dan Jacques

Dan Jacques
Partner, Headwater Equity Partners

Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More

Richard Swann

Richard Swann
Founder and President, LOKI Systems Inc.

Niels Veldhuis

Niels Veldhuis
President, The Fraser Institute

Niels Veldhuis is President of the Fraser Institute, Canada’s top ranked think-tank and among the top 20 globally, according to... Read More

Olivier Vincent

Olivier Vincent
President & CEO, Co-founder, LocalSphere

Olivier is a Vancouver based serial tech-entrepreneur. He created over 9 companies and startups. He was the founder and CEO... Read More

Iain Mant

Iain Mant
Partner, Fasken Martineau DuMoulin LLP

Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More

John McDonald

John McDonald
Principal, Rampworth Capital Services Inc.

McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More

Greg McDougall

Greg McDougall
CEO, Harbour Air Ltd.

Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Brad Miller

Brad Miller
Former CEO, IMW Industries & CEO, Advantec Group of Companies

Harry Watson

Harry Watson
Founder, President & CEO, CCMET Group

Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More

Pirooz Pourdad

Pirooz Pourdad
Senior Advisor, Pricewaterhouse Coopers LLP.

In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More

Ken Tarry

Ken Tarry
Partner, Sequeira Partners Inc.

As a co-founder of Sequeira Partners in British Columbia, Ken is a respected authority on middle market corporate finance transactions.... Read More

Kari Yuers

Kari Yuers
President & CEO, Kryton International Inc.

Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More

Perry Yuen

Perry Yuen
Partner, Taxation Services, BDO Canada LLP

Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More

John Zaplatynsky

John Zaplatynsky
Founder and Chairman of the Board of Canada, GardenWorks

John is a the Chairman of the Board of Canada GardenWorks Ltd. GardenWorks is a privately-owned and operated retail garden... Read More

Don Sihota

Don Sihota
Partner, Clark Wilson LLP

Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More

Michael Stephens

Michael Stephens
Partner, Denton’s Canada LLP

Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More

Murray Shapiro

Murray Shapiro
BA, LL.B., TEP Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More

Marco Tomassetti

Marco Tomassetti
Partner, Corporate Finance, KPMG

Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More

Mark Wardell

Mark Wardell
President, Wardell International

Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More

Rob V. Wildeman

Rob V. Wildeman
Managing Director, Parallel49 Equity

Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... Read More

Kevin Wong

Kevin Wong
CPA, CA, Regional Tax Leader, Partner, MNP LLP

Kevin is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has more than 19 years... Read More

Axel Christiansen
Axel Christiansen
Partner, Relay Transition Partners
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Julie Afanasiff
Julie Afanasiff
Managing Partner, Sequeira Partners
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Pierre Cléroux
Pierre Cléroux
Vice President Research & Chief Economist, BDC
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Dean Koeller
Dean Koeller
President, Calvert Home Mortgage Investment Corporation
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Duncan Adams
Duncan Adams
Principal, TriWest Capital
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Andrew Kemper
Andrew Kemper
Partner, Capital West Partners
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Steve Chen
Steve Chen
VP & Head, First West Capital
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David Allardice
David Allardice
Managing Principal, Miller Titerle + Company
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Kristi Miller
Kristi Miller
Managing Partner, Krystal Growth Partners
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Kristin Delwo
Kristin Delwo
Founder and CEO, Stacks
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Allison Maher
Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.
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Don Montgomery
Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions
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Naim Ali
Naim Ali
Chief Executive Officer, SM2 Capital
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Aleem Bandali
Aleem Bandali
Managing Director, MNP
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Gerry Bellerive
Gerry Bellerive
Managing Director, Regimen Partners
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Simone Brunton
Simone Brunton
Principal, Transactions, Grant Thornton LLP
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Charles Chang
Charles Chang
President & Founder, Lyra Growth Partners Inc.
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Carolyn de Voest
Carolyn de Voest
View Bio »
Lynne Fisher
Lynne Fisher
National Team Leader, ExitSmart, MNP
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Andy Fraser
Andy Fraser
President and CEO, NCSG Crane & Heavy Haul
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Mackenzie Regent
Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP
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Rick Gendemann
Rick Gendemann
Partner, Manning Elliott LLP
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Candace Giesbrecht
Candace Giesbrecht
Strategic HR Consultant, Better Your Best, Business Performance Specialists
View Bio »
Matthew Gould
Matthew Gould
Co-Founder & President, MORECO Ltd.
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Glenn Jacques
Glenn Jacques
Dealer Principal & VP of Sales, Rocky Mountain Phoenix
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Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
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Derek Strong
Derek Strong
Regional Director, Roynat Capital
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Darcy Kernaghan
Darcy Kernaghan
Founder, Securiguard Services Ltd.
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Nancy MacKay
Nancy MacKay
CEO, MacKay CEO Forums
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Peter J. Mogan
Peter J. Mogan
Founder and Senior Partner, Mogan Daniels Slager LLP
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Alina Martin
Alina Martin
Co-Founder & CEO, The Harvest Hub
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Tracey McVicar
Tracey McVicar
Managing Partner, CAI Capital Partners
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George Rossolatos
George Rossolatos
CEO, Canadian Business Growth Fund (CBGF)
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Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
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Andrew Ramsay
Andrew Ramsay
Sr. Vice President and Co-Head of Transaction Risk Solutions, Gallagher Energy Risk Services
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David Wan
David Wan
Director, Growth & Transition Capital, BDC Capital
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Dave Sparrow
Dave Sparrow
President, Trailwise Capital
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Jason Zanatta
Jason Zanatta
President & CEO, Novo Textiles Co.
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2021 Calgary Advisors
2021 CONFERENCE CHAIR
Allison Maher
Allison Maher
Co-founder, Family Wealth Coach Planning Services Inc.
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Kelly R. Ford
Kelly R. Ford
Partner, Bennett Jones LLP
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Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
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Steve Chen
Steve Chen
VP & Head, First West Capital
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Dino Deluca
Dino Deluca
Chief Operating Officer, TriWest Capital Partners
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Matt Flynn
Matt Flynn
Managing Director, Roynat Equity Partners
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Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
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Don Montgomery
Don Montgomery
President, M&A Advisor, True North Mergers & Acquisitions
View Bio »
Mackenzie Regent
Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP
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Bonnie Elgie
Bonnie Elgie
Program Director, Cube Business Media Inc.
View Bio »
Matt Kraemer
Matt Kraemer
Partner, Felesky Flynn LLP
View Bio »
Mark Stephenson
Mark Stephenson
President & Co-Founder, Cube Business Media
View Bio »
Devin Wagner
Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP
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Saurabh Parkhi
Saurabh Parkhi
Director, Corporate Finance, MNP LLP
View Bio »
Dave Sparrow
Dave Sparrow
President, Trailwise Capital
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2022 Edmonton Advisors
2022 CONFERENCE CHAIR
Cheryl Lockhart
Cheryl Lockhart
Partner, Omni Management Consulting Alliance
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Steve Chen
Steve Chen
VP & Head, First West Capital
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Tabreez Lila
Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital
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Chad Danard
Chad Danard
Senior Managing Director, TriWest Capital Partners
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Kira Gregson
Kira Gregson
Partner, Sequeira Partners
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Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
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Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
View Bio »
Mackenzie Regent
Mackenzie Regent
Partner | Transaction Diligence, Kalos LLP
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Ryan Norton
Ryan Norton
Managing Director, Grant Thorton LLP
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Evelyn Riedlinger
Evelyn Riedlinger
Vice President, Transactions & Corporate Finance, EY
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Ian Reynolds
Ian Reynolds
Partner, Bennett Jones LLP
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Shiva Dean
Shiva Dean
Vice President, Private Equity, Hokanson Capital Inc.
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Erin Roddie
Erin Roddie
Director of Conferences, Cube Business Media
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Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
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Mark Stephenson
Mark Stephenson
President & Co-Founder, Cube Business Media
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James Robertson
James Robertson
Director, Growth and Transition Capital, BDC
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Deborah Rodrigo
Deborah Rodrigo
TEC Chair, TEC Canada
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