This is the Speakers Archive for the Calgary Business Transitions Forum.
Jump to: Advisors Archive
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... Read More
Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More
Shauna is the Executive Director of the Alberta Business Family Institute and former Project Manager for the Creating Pathways for... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Bryan Haynes has over 25 years of experience in commercial transactions and business law, with a focus on private mergers... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
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.
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Dave Mason has been in the investment industry for 30 years. His career began in 1988 as an investment advisor,... Read More
Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... Read More
Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More
Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt... Read More
When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More
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.
With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
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 is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More
Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More
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 is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More
Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More
Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More
Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More
Chris is Vice President of Corporate Development and is responsible for the firm’s corporate and strategic development initiatives. He provides... Read More
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 is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More
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
Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More
Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More
Cathie is an innovative award-winning professional in the glass industry. She has been a key member of the Goldray family... Read More
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
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More
Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More
Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More
Terry Stephenson founded and became President of Vertex in 2005. As President, Mr. Stephenson is responsible for Vertex’s day-to-day operations.... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More
Janie is a Counsel in the Financial Services Group, and leads the team in Calgary. Janie acts for lenders and... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More
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 is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More
Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Devin Wagner, CPA, CA, CBV Managing Director Devin leads the Transactions practice in Calgary and is also the Western Region... Read More
This is the Speakers Archive for the Calgary Business Transitions Forum.
Jump to: Advisors Archive
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... Read More
Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More
Shauna is the Executive Director of the Alberta Business Family Institute and former Project Manager for the Creating Pathways for... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Bryan Haynes has over 25 years of experience in commercial transactions and business law, with a focus on private mergers... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
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.
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Dave Mason has been in the investment industry for 30 years. His career began in 1988 as an investment advisor,... Read More
Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... Read More
Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More
Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt... Read More
When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More
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.
With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
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 is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More
Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More
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 is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More
Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More
Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More
Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More
Chris is Vice President of Corporate Development and is responsible for the firm’s corporate and strategic development initiatives. He provides... Read More
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 is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More
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
Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More
Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More
Cathie is an innovative award-winning professional in the glass industry. She has been a key member of the Goldray family... Read More
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
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More
Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More
Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More
Terry Stephenson founded and became President of Vertex in 2005. As President, Mr. Stephenson is responsible for Vertex’s day-to-day operations.... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More
Janie is a Counsel in the Financial Services Group, and leads the team in Calgary. Janie acts for lenders and... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More
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 is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More
Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Devin Wagner, CPA, CA, CBV Managing Director Devin leads the Transactions practice in Calgary and is also the Western Region... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... Read More
Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More
Shauna is the Executive Director of the Alberta Business Family Institute and former Project Manager for the Creating Pathways for... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Bryan Haynes has over 25 years of experience in commercial transactions and business law, with a focus on private mergers... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
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.
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Dave Mason has been in the investment industry for 30 years. His career began in 1988 as an investment advisor,... Read More
Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... Read More
Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More
Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt... Read More
When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More
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.
With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
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 is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More
Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More
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 is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More
Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More
Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More
Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More
Chris is Vice President of Corporate Development and is responsible for the firm’s corporate and strategic development initiatives. He provides... Read More
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 is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More
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
Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More
Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More
Cathie is an innovative award-winning professional in the glass industry. She has been a key member of the Goldray family... Read More
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
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More
Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More
Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More
Terry Stephenson founded and became President of Vertex in 2005. As President, Mr. Stephenson is responsible for Vertex’s day-to-day operations.... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More
Janie is a Counsel in the Financial Services Group, and leads the team in Calgary. Janie acts for lenders and... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More
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 is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More
Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Devin Wagner, CPA, CA, CBV Managing Director Devin leads the Transactions practice in Calgary and is also the Western Region... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... Read More
Mr. Erasmus is the president of the Werklund Family Office (WFO) and Werklund Ventures Ltd. (WVL). Prior to this role,... Read More
Shauna is the Executive Director of the Alberta Business Family Institute and former Project Manager for the Creating Pathways for... Read More
Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the... Read More
Bryan Haynes has over 25 years of experience in commercial transactions and business law, with a focus on private mergers... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Paul Anderson is a Calgary entrepreneur. He founded a number of companies included SpeedTheory (bicycle and triathlon retail stores), Ironman... Read More
Jeff joined TriWest Capital Partners at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc.,... Read More
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.
Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Dave Mason has been in the investment industry for 30 years. His career began in 1988 as an investment advisor,... Read More
Mr. Vern Malcolm, CFA is a Director of Growth & Transition for BDC Capital where he is responsible for equity... Read More
Located in Edmonton, Adam is a Vice President with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... Read More
Wild Rose Holdings is the parent company of two operating entities: Uncommon Wine Rooms a company that specializes in the... Read More
Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... Read More
Josh Matthew is an investment banking professional with more than 15 years of experience related to mergers, acquisitions, divestitures and debt... Read More
When Lorna Johnston leads, transformation follows. For her, business is never just about business – there is always a human... Read More
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.
With 30 years’ experience in the financial industry, George provides mid-market businesses in Alberta and Saskatchewan with tailored subordinated debt,... Read More
Kim G C Moody FCA, TEP, Director, Canadian Tax Advisory is aChartered Accountant, Registered Trust and Estate Practitioner anda tax... Read More
Jeff Polovick is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
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 is the President, Director and co-founder of Calgary-based Mosaic Capital Corporation, a publicly traded private equity investment business.... Read More
Larry Benke is currently a Director for WorleyParsons Limited, The Calgary Airport Authority and CEDA International. Prior to his retirement in... Read More
Stuart has close to 25 years of financial advisory and investment experience, led the Calgary Corporate Finance group for an... Read More
As a designated Family Enterprise Advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and... Read More
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 is a Partner in McCarthy Tétrault’s Business Law Group in Calgary. His practice focuses on corporate finance and... Read More
As team leader, Alf always has his focus on you. It’s your merger, your acquisition and your divestiture—it deserves his... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Mr. Donald Chapman is President and CEO of Kent Imaging Inc., a privately held medical device company headquartered in Calgary,... Read More
Claude started out in the HVAC business in his teenage years, working with his father at Furnaceman in the Sheet... Read More
Jean-Philippe, LLM, LLB/LLL is a corporate and tax law partner with PwC Law LLP. He regularly provides corporate and tax... Read More
Over the last 10 years Iggy has led the transformation of Tundra into an innovative $140-million industrial equipment integrator with... Read More
Chris is Vice President of Corporate Development and is responsible for the firm’s corporate and strategic development initiatives. He provides... Read More
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 is the CEO of CanaDream, a Canadian company that was recently acquired for over $35 million. From the... Read More
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
Prior to joining SCF, Chad was the Founder and Managing Director of Resource Merchant Capital, a boutique merchant bank focused... Read More
Andrew is the Director & District Manager for Roynat Capital in Southern Alberta and has more than 25 years’ experience... Read More
Cathie is an innovative award-winning professional in the glass industry. She has been a key member of the Goldray family... Read More
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
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Teresa Melton started out her career as a Registered Dietitian, working in Health Care for 10 years, before making the... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
Considered one of western Canada’s leading transaction advisors, Aroon Sequeira has provided valuable guidance to clients in Canada and around... Read More
Talbot is the President and CEO of IBV Capital. IBV Capital is a boutique investment management firm with a long... Read More
Chris is a graduate of the University of Lethbridge with a B.A. in Kinesiology and Marketing. Mr. Buckman was most... Read More
Justin is the co-founder and CEO of Dynacorp Fabricators Inc. Justin started his career in the oil and gas industry... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner... Read More
Troy has nearly 20 years of experience in the private equity business, spending much of that time as Vice President... Read More
Lori Ell is a CPA by training and has over 25 years of broad-based executive experience working with multi-billion dollar,... Read More
As owner and founder of GRB Engineering, Rick grew GRB to over 80 professional staff, successfully executing capital projects in... Read More
Robert Hagerman is a partner in Gowling WLG’s Calgary office, practising in the areas of estates, trusts and tax law... Read More
Alex leads the Transaction Services team in Calgary. Alex has specialized in transaction services-related work for over 15 years, assisting... Read More
Warren is RayQuest Holdings’ president and CEO. His involvement is to lead strategic planning and marketing efforts, as well as... Read More
Joined Peters & Co. Limited in January 2009. Jeff is a Principal & Director* in the Corporate Finance group, and... Read More
Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has... Read More
Terry Stephenson founded and became President of Vertex in 2005. As President, Mr. Stephenson is responsible for Vertex’s day-to-day operations.... Read More
Mick MacBean joined Calgary-based private equity firm TriWest Capital Partners in 2010 and is a Senior Managing Director of the... Read More
Janie is a Counsel in the Financial Services Group, and leads the team in Calgary. Janie acts for lenders and... Read More
Brent McLean, founder of McLean & Partners, created a vision to build Canada’s most respected wealth management company. This vision... Read More
Chad Niehaus is a born and raised Calgarian. Having attended Mount Royal and SAIT he has worked in the oil... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Dave has been fortunate to live an entrepreneur’s dream. He has worked in a multinational corporation as a Partner &... Read More
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 is a partner in Stikeman Elliott’s Calgary office and is a member of the firm’s Partnership Board. Mr.... Read More
As the head of Tax Advisory Services at Scotiabank, Kevin Tran oversees Tax Advisory Services on a national basis, serving... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Anthony Strawson is ranked one of the best tax lawyers in Canada by bestlawyers.com and is a partner of Felesky... Read More
Greg has over 15 years of experience in commodity trading and private equity. As a director, was responsible for corporate... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Devin Wagner, CPA, CA, CBV Managing Director Devin leads the Transactions practice in Calgary and is also the Western Region... Read More
