Categories for Cal Advisors

Matthew Kellow

August 9, 2016 2:01 pm Published by Leave your thoughts

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

August 24, 2016 2:00 pm Published by Leave your thoughts

Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta.   Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses.   She specializes in working with multigenerational family offices, family businesses and high net worth individuals, with a focus on estate, insurance and succession planning