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Advisors Archives

Julie Afanasiff

Julie Afanasiff
Partner, Sequeira Partners Inc.

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

Alan Chettiar

Alan Chettiar
Partner, Investment Banking, FirePower Capital

Alan Chettiar leads FirePower’s Investment Banking team in all its engagements and sets its strategic direction. As a former Principal... 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.

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

Shauna Feth

Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta

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

Andy Fraser

Andy Fraser
President and CEO, NCSG Crane & Heavy Haul

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

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

Adam Mallon

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

Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... 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

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

Don Montgomery

Don Montgomery
President, True North Mergers and Acquisitions

“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... 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

Andrew Kemper

Andrew Kemper
Partner, Capital West Partners

Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More

Axel Christiansen

Axel Christiansen
Senior Vice President, Renaissance Mergers & Acquisitions Inc

Axel brings over 20 years of M&A and Corporate Finance experience to Renaissance, serving as an integral member of the Mergers and Acquisitions division. With a career focused on serving small to mid-sized BC companies across a wide range of industries, Axel is routinely sought out by entrepreneurs seeking to successfully transition their businesses.

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

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.

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

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

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

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

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

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

Jonathan Herman

Jonathan Herman
Chief Operating Officer, KV Private Equity Inc.

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

Jason Ding

Jason Ding
Managing Director, Deloitte

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

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

Kristi Miller

Kristi Miller
Founder and National Managing Director, First West Capital

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Paul Shaw

Paul Shaw
Vice President, Regimen Partners Inc.

Keith Peters

Keith Peters
Assistant Vice President, HSBC Bank Canada

Jon Spencer

Jon Spencer
Principal, TriWest Capital Partners Inc.

Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... 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

Ian Reynolds

Ian Reynolds
Partner, Bennett Jones LLP

Leah Tolton

Leah Tolton
Partner, Dentons

Angus Watt

Angus Watt
Managing Director, National Bank Financial

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

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

Jump to: Speakers Archive

2018 2019 2020
2018 Edmonton Advisors
CHAIR
Aroon Sequeira
Aroon Sequeira
Chairman, Sequeira Partners
Lynne Fisher
Lynne Fisher
National Team Leader, ExitSmart, MNP
Shauna Feth
Shauna Feth
Executive Director, Alberta Business Family Institute, University of Alberta
Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
Tabreez Lila
Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
Logan Day
Logan Day
Partner, Transaction Advisory Services , Ernst & Young Orenda Corporate Finance Inc.
John Carvalho
John Carvalho
President, Stone Oak Capital Inc.
Jason Ding
Jason Ding
Managing Director, Deloitte
Christopher Wolfenberg
Christopher Wolfenberg
Partner, Fasken
Vincent Kong
Vincent Kong
Director, AltaCorp Capital
Jon Edgett
Jon Edgett
Senior Vice President, KPMG Corporate Finance Inc.
Keith Peters
Keith Peters
Assistant Vice President, HSBC Bank Canada
Ian Reynolds
Ian Reynolds
Partner, Bennett Jones LLP
Leah Tolton
Leah Tolton
Partner, Dentons
Angus Watt
Angus Watt
Managing Director, National Bank Financial
2019 Edmonton Advisors
CONFERENCE CHAIR
Dave Sparrow
Dave Sparrow
President, Trailwise Capital
View Bio »
Julie Afanasiff
Julie Afanasiff
Partner, Sequeira Partners Inc.
View Bio »
Lynne Fisher
Lynne Fisher
National Team Leader, ExitSmart, MNP
View Bio »
Adam Mallon
Adam Mallon
Managing Director, Transaction Advisory Services, BDO Canada LLP
View Bio »
Tabreez Lila
Tabreez Lila
Managing Director, Growth and Transition Capital, BDC Capital
View Bio »
Dave Mason
Dave Mason
Director, Senior Private Wealth Manager, UBS Bank (Canada)
View Bio »
Francesca Donati
Francesca Donati
Director, Corporate Finance, PwC Canada
View Bio »
John Carvalho
John Carvalho
President, Stone Oak Capital Inc.
View Bio »
Jason Ding
Jason Ding
Managing Director, Deloitte
View Bio »
Hussein Poonjani
Hussein Poonjani
Partner - Transaction, Grant Thornton LLP
View Bio »
Ian Reynolds
Ian Reynolds
Partner, Bennett Jones LLP
View Bio »
Leah Tolton
Leah Tolton
Partner, Dentons
View Bio »
Angus Watt
Angus Watt
Managing Director, National Bank Financial
View Bio »
2020 BTF West Speakers
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