This is the Speakers Archive for the Edmonton Business Transitions Forum.
Jump to: Advisors Archive
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
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.
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... 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
Jesse Douglas is the founder, director, President and Chief Executive Officer of Wolverine Energy and Infrastructure. Wolverine has grown quickly... Read More
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.
As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... 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
Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... 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.
Francesca Donati is a Director in the Corporate Finance group of PricewaterhouseCoopers, based in the Edmonton office. Francesca has extensive... 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.
Josh is Vice President at Spruceland Millworks and was a shareholder when Spruceland sold to Millar Western Forest Products in... Read More
Guiding his senior management team, Ron Brown provides leadership and strategic direction for Shippers Supply ULC. Ron founded Shippers Supply in 1975... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
As a Vice President with Sequeira Partners’ Edmonton office, Scott brings nearly 10 years of accounting and finance experience and... 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
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 is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More
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
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... Read More
Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More
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
John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... 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
David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for... 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
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta. She has over 17... Read More
Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More
Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More
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 was the President and CEO of Edmonton-based CCI Thermal Technologies Inc. when it was sold to Thermon, Inc.... Read More
Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment... Read More
Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... Read More
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 is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More
Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More
At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More
Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More
Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More
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, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More
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 specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More
Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More
Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More
Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More
Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... Read More
Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More
Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More
Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More
“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More
Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders;... Read More
Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More
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 Speakers Archive for the Edmonton Business Transitions Forum.
Jump to: Advisors Archive
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
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.
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and... 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
Jesse Douglas is the founder, director, President and Chief Executive Officer of Wolverine Energy and Infrastructure. Wolverine has grown quickly... Read More
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.
As Executive Director of the Alberta Business Family Institute at the University of Alberta School of Business, Shauna is a... 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
Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Tabreez Lila is Managing Director, Growth & Transition Capital in our Edmonton office. Tabreez has worked in the investment and... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... 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.
Francesca Donati is a Director in the Corporate Finance group of PricewaterhouseCoopers, based in the Edmonton office. Francesca has extensive... 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.
Josh is Vice President at Spruceland Millworks and was a shareholder when Spruceland sold to Millar Western Forest Products in... Read More
Guiding his senior management team, Ron Brown provides leadership and strategic direction for Shippers Supply ULC. Ron founded Shippers Supply in 1975... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
As a Vice President with Sequeira Partners’ Edmonton office, Scott brings nearly 10 years of accounting and finance experience and... 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
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 is a Managing Director with PwC Corporate Finance and leads its Alberta team. He is primarily focused on... Read More
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
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... Read More
Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More
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
John Carvalho is the President of Stone Oak Capital Inc,. a mid-market M&A advisory firm. John has spent his entire... 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
David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for... 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
Chris Wolfenberg practises business law, focusing on public and private corporate and securities transactions in energy, mining and technology. He... Read More
Carmen is a Senior Wealth Advisor with BDO Wealth Advisory Services Group servicing clients in Alberta. She has over 17... Read More
Heather is a member of Dentons Canada LLP’s Technology and Corporate Commercial Groups. Heather has experience drafting, reviewing and negotiating... Read More
Douglas is an Partner in Deloitte’s Corporate Finance Advisory group. He specializes in the delivery of strategic advice to clients... Read More
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 was the President and CEO of Edmonton-based CCI Thermal Technologies Inc. when it was sold to Thermon, Inc.... Read More
Richard is a serial entrepreneur having started and successfully exited from a number of companies in the technology and environment... Read More
Dan Duffy started Trans Tech Contracting Inc. with three partners and one heavy haul trailer back in 1996. With the... Read More
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 is the Founder of TDF Group Inc., which operates DRIVING FORCE, one of Canada’s largest independent vehicle rentals,... Read More
I am the managing director of Transactions for Northern Alberta with over 10 years’ experience in corporate finance and financial... Read More
Jeremy has been a partner with Felesky Flynn LLP since 2012 and is currently managing partner for Edmonton and Saskatoon.... Read More
At ATB, Todd spends the bulk of his time sharing the story of Alberta’s economy in clear-eyed and energetic talks... Read More
Mr. Howie is President and CEO of Coast Appliances Inc., a leading independent supplier of major household appliances with operations... Read More
Glenn Huber is Founder and Managing Partner of Chrysalis Acquisition Partners Inc. and President of Chrysalis Capital Advisors Inc. Since... Read More
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, a Canadian national, began his career with Baker Hughes in 1995 after graduating with a technical degree of... Read More
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 specializes in private equity, corporate finance and mergers & acquisitions with a focus on private capital markets. Ian... Read More
Ryan has over 10 years’ experience in financial services, real estate development and acquisitions. As First West Capital’s Regional Director,... Read More
Roberta is the 2nd generation of family running the Filter Shop and took over the reins of President from her... Read More
Ian Meier, CPA, CA, is a Partner in MNP’s Edmonton office. Working closely with his clients, Ian delivers a full... Read More
Randy has worked in the financial and estate planning industry for over three decades. As founder and president of Capital... Read More
Originally from Edmonton, Miles earned a BA majoring in Psychology at the University of Alberta. After graduating, he started with... Read More
Sanjaya is a member of EY Law LLP. Sanjaya’s practice covers a wide range of taxation matters, including domestic and... Read More
Edmonton has been home for Erin Rayner nearly all her life; completing all her schooling here including earning a Comprehensive... Read More
“If you’ve ever wanted to try your hand at the family business, now is the time” was the phone call... Read More
Andrew has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders;... Read More
Aroon Sequeira is the founder and Chairman of Sequeira Partners, one of Western Canada’s leading M&A and Valuation Advisory firms... Read More
Jon Spencer joined TriWest in 2007 and is a Principal in the investment group. Prior to joining TriWest, Jon worked... Read More
Terry Stephenson founded and became President and CEO of Vertex, a leading North American provider of environmental services, in 2005.... Read More
Gordon Wusyk, B.Ed., TEP, is the Founder and CEO of Predictable Futures Inc. – The Business Family Centre and the... Read More
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More
Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More
Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More
Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
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.
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Rick Gendemann is the firm’s lead partner, overseeing and advising on family business succession services. Rick is committed to helping... Read More
Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... 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
Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers & Acquisitions. In... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... Read More
Andrew has worked for over a decade providing corporate finance counsel, expertise and advice to mid-market private and public companies.... Read More
Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More
Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More
Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More
Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More
Julie has focused on commercial design for 20 years and is a co-owner of Vancouver-based SSDG Interiors, one of BC’s... Read More
Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More
Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More
Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More
Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More
Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More
Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More
Life is an adventure for Chris Hardwick – just ask anyone who works with him. This ambitious entrepreneur has a... Read More
Samuel Li is a member of Fasken Martineau DuMoulin LLP’s Mergers & Acquisitions, Corporate Finance, and Information Technology groups in... Read More
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... 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.
Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More
Known as a leading mid-market M&A legal advisor in British Columbia, Peter Mogan, founder and senior partner of Mogan Daniels... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Jacoline Loewen, Head of Business Development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More
Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More
Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More
Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... Read More
“It may be cliché, but for my entire career ‘the customer experience’ has been my very personal passion, and the... 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
Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More
For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More
With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... Read More
Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More
Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More
Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... Read More
Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More
Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Blair advises public and private technology,... Read More
James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More
A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More
For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More
After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More
Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the first of its kind in the country. Today,... Read More
Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More
Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More
Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More
Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More
Jesse Ahuja is a Partner at MEP Business Counsel. Jesse’s practice focuses on mergers, acquisitions and dispositions, private equity and... Read More
Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More
Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More
Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More
Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More
David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More
With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More
Gary D. Powroznik, FCPA, FCA, CIRP is the Founder and Managing Director of G-Force Group http://www.g-forcegroup.ca/, a Vancouver-based professional service... Read More
Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More
Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More
Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More
Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More
Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc. The Company provides advisory services across a... Read More
Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More
Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent... Read More
Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More
Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... Read More
David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More
Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More
Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More
Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More
Justin is CEO of Royalty North Partners based in Vancouver. Royalty North is a public company (RNP.V) that provides non-dilutive... Read More
David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More
Constantine Hatzipanayis joined Krystal Financial Corp. in May 2010, at the time bringing with him over 10 years of investing... Read More
Barry Hubich is Vice-President, BDC Capital for the Western Canadian region. Barry has more than thirty years of experience working... Read More
Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More
Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More
Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator. He is an Incorporated Partner and a Managing Director... Read More
Ivor is the Partner in charge of the Financial Advisory Group in British Columbia and also leads the M&A Transaction... Read More
Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... Read More
Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... 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
Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More
Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More
Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More
Kathy Butler is a Managing Director and Head, Wholesale Banking – British Columbia for CIBC World Markets. Ms. Butler joined... Read More
Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More
Mr. Spence has been involved exclusively in business valuations, mergers and acquisitions, financial litigation support and related matters since 1985. Mr. Spence has... Read More
John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More
Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More
John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Andrew is the Co-Founder and CEO of the FlyOver® group of visitor attractions. Andrew holds a law degree from UBC.... Read More
Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More
John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More
Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Rod contributes to portfolio company strategy, is a sounding board for human... Read More
Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More
Niels Veldhuis is President of the Fraser Institute, Canada’s top ranked think-tank and among the top 20 globally, according to... Read More
Olivier is a Vancouver based serial tech-entrepreneur. He created over 9 companies and startups. He was the founder and CEO... Read More
Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More
McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More
Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... 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
Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More
In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More
As a co-founder of Sequeira Partners in British Columbia, Ken is a respected authority on middle market corporate finance transactions.... Read More
Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More
Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More
John is a the Chairman of the Board of Canada GardenWorks Ltd. GardenWorks is a privately-owned and operated retail garden... Read More
Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More
Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More
His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More
Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More
Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More
Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... Read More
Kevin is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has more than 19 years... Read More