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Speakers 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 Speakers Archive for the Alberta Business Transitions Forum.

Jump to: Advisors Archive

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2016 Calgary 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

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

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

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

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

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

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.

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

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

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

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

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

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

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.

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.

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

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

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

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

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

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

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

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

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

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

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

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

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

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

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

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

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

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

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

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cody Church
Cody Church
CEO & President, Clear North Capital
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 »
Mick MacBean
Mick MacBean
Senior Managing Director, TriWest Capital Partners
View Bio »
Josh Matthews
Josh Matthews
Managing Director, Corporate Finance, PWC Canada
View Bio »
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
View Bio »
Paul Anderson
Paul Anderson
Principal Consultant, Anderson & Associates
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
View Bio »
Christopher Wolfenberg
Christopher Wolfenberg
Partner, Fasken
View Bio »
Kim Moody
Kim Moody
Director, Canadian Tax Advisory, Moody’s Gartner Tax Law
View Bio »
Jeff Polovick
Jeff Polovick
Founder and Board Member, The Driving Force Inc.
View Bio »
Greg Abtosway
Greg Abtosway
Vice President, Corporate Development, Tundra Process Solutions Ltd.
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 »
Todd Coleman
Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management
View Bio »
Jamie Avey
Jamie Avey
Partner, Financial Advisory Services, Deloitte
View Bio »
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
View Bio »
Devin Wagner
Devin Wagner
Managing Director, Western Region Transactions Leader, Grant Thornton LLP
View Bio »
Rob Olsen
Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte
View Bio »
Matt Barasch
Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets
View Bio »
Talbot Babineau
Talbot Babineau
President & CEO, IBV Capital
View Bio »
Chris Buckman
Chris Buckman
Vice President, EnerTech Capital
View Bio »
Coady Cormier
Coady Cormier
Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services
View Bio »
Lori Ell
Lori Ell
TEC Chair, TEC Canada
View Bio »
Rick Giammarino
Rick Giammarino
Founder, GRB Engineering Ltd.
View Bio »
Robert Hagerman
Robert Hagerman
Partner, Gowling WLG
View Bio »
Alexander Henderson
Alexander Henderson
Partner, Transaction Services, KPMG LLP
View Bio »
Warren Rabey
Warren Rabey
President & CEO, Rayquest
View Bio »
Jeff Lawson
Jeff Lawson
Principal & Director, Corporate Finance, Peters & Co. Limited
View Bio »
Jeff House
Jeff House
Director and Senior Investment Counsellor, Grayhawk Investment Strategies
View Bio »
Brent McLean
Brent McLean
Founder, McLean & Partners
View Bio »
Chad Niehaus
Chad Niehaus
Vice President & COO, Onstream Pipeline Inspection
View Bio »
Dr. Basil Peters
Dr. Basil Peters
CEO, Strategic Exits Corp
View Bio »
Dave Sinclair
Dave Sinclair
President, Business Transitions Plus
View Bio »
Tony Smith
Tony Smith
Partner, MNP LLP
View Bio »
Craig Story
Craig Story
Partner, Stikeman Elliott LLP
View Bio »
Kevin Tran
Kevin Tran
Director, Tax Advisory Services, Scotia Wealth Management
View Bio »
John Warrillow
John Warrillow
Founder, The Value Builder System™
View Bio »
2017 Calgary 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

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

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

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

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

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

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.

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

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

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

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

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

STS Capital Partners | Edm22 Cocktails & Conversations

STS Capital Partners | Edm22 Cocktails & Conversations

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.

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.

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

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

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

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

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

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

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

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

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

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

Renaissance | Enterprise

Renaissance | Enterprise

CVCA | Partner

CVCA | Partner

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

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

FEX | EDM 19 Supporter

FEX | EDM 19 Supporter

CFIB | TOR 19 Partner

CFIB | TOR 19 Partner

ABFI | EDM 19 Partner

ABFI | EDM 19 Partner

Monarch | Edm 19 Session

Monarch | Edm 19 Session

MNP | WORKSHOP

MNP | WORKSHOP

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

CMC | EDM 19 Partner

CMC | EDM 19 Partner

Renaissance | EDM 19 Enterprise

Renaissance | EDM 19 Enterprise

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

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

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

Bennett Jones | EDM 19 Plenary

Bennett Jones | EDM 19 Plenary

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

CONFERENCE CHAIR
Harold Kunik
Harold Kunik
President, Mosaic Capital Corporation
View Bio »
Axel Christiansen
Axel Christiansen
Partner, Relay Transition Partners
View Bio »
Pierre Cléroux
Pierre Cléroux
Vice President Research & Chief Economist, BDC
View Bio »
Shauna Feth
Shauna Feth
President & CEO, Alberta Chambers of Commerce (ACC)
View Bio »
Matthew Kellow
Matthew Kellow
Vice President, Growth & Transition Capital, Western Canada, BDC Capital
View Bio »
Jim Crooks
Jim Crooks
Managing Director & Partner, PwC
View Bio »
Tina Di Vito
Tina Di Vito
Partner, Family Office Services, MNP
View Bio »
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 »
Iggy Domagalski
Iggy Domagalski
CEO, Tundra Process Solutions
View Bio »
Bryan Haynes
Bryan Haynes
Partner, Bennett Jones LLP
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Paul Anderson
Paul Anderson
Principal Consultant, Anderson & Associates
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Jeff Belford
Jeff Belford
Managing Director, TriWest Capital Partners
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Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Jonathan Piurko
Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.
View Bio »
Alf Sailer
Alf Sailer
Managing Director, Investment Banking, AltaCorp Capital
View Bio »
Christopher Wolfenberg
Christopher Wolfenberg
Partner, Fasken
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Kelly Long
Kelly Long
Co-Founder, Noble Premium Bison
View Bio »
Lorna Johnston
Lorna Johnston
Chair, CEO Group, TEC Canada
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George Coon
George Coon
Regional Director, Prairies, First West Capital
View Bio »
Larry Benke
Larry Benke
Former President & CEO, Colt Companies and Former MD, WorleyParsons Canada
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Stuart Parnell
Stuart Parnell
Managing Director, Stormont Energy Advisors
View Bio »
Charles Bougie
Charles Bougie
Managing Partner, Kluane Partners
View Bio »
Gordon Cameron
Gordon Cameron
Partner, McCarthy Tetrault LLP
View Bio »
Kristi Cawthorn
Kristi Cawthorn
President, Startec Compression & Process
View Bio »
Don Chapman
Don Chapman
President & CEO, Kent Imaging, Inc.
View Bio »