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Advisors Archives

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

Bill Black
President, Exit Planning Group

Bill has been a professional advisor working with business owners for over 25 years. As a Certified Exit Planner, Bill... Read More

Alana Geller
Partner, Richter

As a trusted advisor to corporate executives, business owners and their families, as well as the legal community for more... Read More

Pamela Miranda
Director, First West Capital

Pamela is an entrepreneur at heart. She propels our client’s growth by uncovering opportunities, building strong relationships and crafting innovative... Read More

Mark Brodkin
Managing Director & Head, Roynat Equity Partners, Roynat Capital

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More

Alan Chettiar
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

Stephanie Mooney
Director, Business Development, Trivest Partners

Danish Jamal
Director, Corporate Finance, MNP

Danish Jamal, CPA, CA, CFA, CBV, is a Director in MNP’s Corporate Finance team. Based in Toronto, Danish works closely... Read More

Richard Wilson
Founder and CEO, Agnora Glass

Caroline Bolduc
Founder and CEO of Bold Canine

Suganya Tharmalingam
CFO and Managing Director, Kensington Capital

Thomas Kennedy
Chairman and Managing Director, Kensington Capital Partners

Tom Kennedy is the founder of Kensington Capital Partners and Chair of the Investment Committee. Tom serves on the Advisory Boards of several private equity funds and private companies and has been an active supporter of the Private Equity and Venture Capital business in Canada. His public service and philanthropic work has been a longstanding, and focused on education and healthcare.

Kris Yungblut
Vice President, Grant Thornton LLP

Kris is a Director in our Transactions practice specializing in corporate finance and mergers & acquisitions (M&A).  Kris is a... Read More

William Huk
Regional Vice President, Ontario East, Roynat Capital

Dianne White
Principal, Nexus Investment Management

Dianne joined Nexus in 2001, after working with KPMG’s Personal Financial Planning Practice. At Nexus, she advises clients on issues... Read More

Yogi Sennik
CEO, Joriki Inc.

Yogi Sennik is the CEO of Joriki Inc. a beverage manufacturer located in Canada.  Established in 1992, Joriki is a... Read More

Stephen Rupnarain
Partner, RSM Canada

As a partner in RSM Canada’s tax practice, Stephen provides integrated Canadian income tax advice and solutions to the firm’s... Read More

Beric Farmer
Co-Founder, XE.com

Beric Farmer cofounded XE with a high-school friend in 1993 as they were both graduating from university. A year and... Read More

Eddy Burello
Partner, MNP

Eddy R. A. Burello, FCPA, FCA, MBA, is a Business Advisor and Partner with MNP in Toronto. Drawing on 31 years of... Read More

Claudio Gatti
Co-CEO, ClaroNav Inc.

Claudio is a medical technology entrepreneur with a long experience in the industry. He is a hands-on executive, that combines... Read More

Adrian Bartha
CEO, eCompliance Management Solutions Inc.

Adrian is the CEO of eCompliance, a safety software company which he formed with his business partner after experiencing the... Read More

Paul Barber
CEO, Prophix Software Inc.

As founder & CEO, Paul is the reason why we’re all here. Along with Bob Walker, Paul built Prophix from... Read More

Ian Macdonell
Managing Director, Crosbie & Company Inc.

John Hotson
Partner, Business Transition Alliance

John Hotson is an entrepreneur, strategist, speaker and advisor to business owners. He has over 35 years of experience of... Read More

Oren Horovitz
Director, Value Maximization, FirePower Capital

Oren heads FirePower Capital’s Value Maximization division, focused on leveraging big data analytics to aggressively drive shareholder value ahead of... Read More

Mia Pearson
CEO, MSL Group Canada

A serial entrepreneur and corporate strategist known for disrupting traditional markets, Mia is the CEO of MSL Canada and co-founder... Read More

Jess Grossman
Founder & CEO, In Social

Jess Grossman is the Founder & CEO of In Social, a full-service digital marketing agency that acts as the outsourced... Read More

Ilan Jacobson
Founding Partner & CEO, FirePower Capital

Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More

Ian Michael
Partner, Bennett Jones LLP

Ian Michael’s practice is focused on corporate and securities law with an emphasis on mergers and acquisitions involving public companies... Read More

Karen Fisman
Director, Communications, FirePower Capital

Karen Fisman leads and executes FirePower Capital’s communication and content initiatives. In her most recent role, she was the publications... Read More

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

Bruce Harbinson
Regional Chair, TEC Canada

Bruce is an experienced CEO with deep expertise in strategy and execution. Since selling his business in 2002 he has... Read More

Jeff Noble
Director, Business Transition Services, BDO Canada LLP

  Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience,... Read More

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.

David Hastie
Managing Director, First West Capital

David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More

Nancy Adamo
Owner, Hockley Valley Resort

Nancy Adamo’s business accolades and contribution to Canadian society has been recognized throughout her career. In 1998, she was given... Read More

Michelle Alphonso
Partner, Advisory, National Transaction Advisory Services Leader, Grant Thornton LLP

Eric Berke
Managing Partner, TorQuest Partners

Eric Berke is the Managing Partner of TorQuest and joined at inception in 2002. Prior to TorQuest, Eric led the turnaround... Read More

Jason (Jake) Bullen
Partner at Cassels Brock & Blackwell LLP

Jason (Jake) Bullen is a partner in the Business Law Group and Co-Chair of the Private Equity Group at Cassels Brock. His practice focuses... Read More

Steven Coffey
Vice President, Exit Planning Group

Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys.  As a lover... Read More

Michele Cooper
Managing Director, BDC Capital

Michele Cooper is Managing Director, Growth & Transition Capital (GTC). With more than 15 years of experience in various roles at BDC,... Read More

Paul Emond
CEO, Versature

As the Founder of Versature, Paul Emond provides the strategic vision and direction for the company. He is a serial... Read More

Tina Di Vito
Partner, National Leader of Family Office Services, MNP

Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More

Ryan Farkas
National Corporate Finance Leader & Partner, BDO Canada LLP

Ryan is the National Corporate Finance Leader and leads the Transaction Advisory Services practice in BDO’s Toronto office. Ryan has... Read More

Bob Fitzgerald
Chief Executive Officer, SCM Insurance Services

Bob Fitzgerald is the Chief Executive Officer of SCM. Bob was appointed the CEO of SCM in January of 2015,... Read More

Tim Cestnick
Co-Founder and CEO, Our Family Office Inc.

Over the past 25 years, Tim Cestnick has developed a reputation as one of the most respected authors, speakers and... Read More

Bruce Friedman
Co-CEO, Evergreen Consumer Brands Inc.

Bruce is Founder, Co- Chairman and Co-CEO of Evergreen Consumer Brands (ECB).  ECB is a fully integrated consumer products company... Read More

Joanna Gibbons
Deals Partner, Corporate Finance, PwC Canada

Joanna Gibbons is a Partner and Managing Director in the PwC Corporate Finance / M&A Advisory practice where she draws... Read More

Jennifer Gourley
President & CEO, Harding Fire Protection Systems

Jennifer is the President and CEO at Harding Fire Protection, a leading fire and life safety services company in Ontario.... Read More

Melissa Gracey
President and CEO, DTA Services Ltd.

A DTA stalwart since joining over 30 years ago, Melissa heads up the business as its President and CEO, managing... Read More

Ron Haik
Senior Financial Advisor & Regional Manager Ontario, Nicola Wealth

Ron Haik is a Senior Financial Planner in the firm’s Toronto office, with over 20 years of experience in the... Read More

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

Samantha Horn
Partner, Stikeman Elliott LLP

Samantha Horn is a partner in the Mergers & Acquisitions and Private Equity Groups. Her practice focuses primarily on mergers... Read More

Ray Gingras
Founder & President, Succession Dynamics Inc.

Ray has over 20 years of experience structuring financial solutions. He is experienced in mergers & acquisitions, business advisory, lending... Read More

Dan Lioutas
Managing Director, Transactions, Grant Thornton LLP

Dan is a Managing Director in our Transactions practice in Southern Ontario specializing in Mergers and Acquisitions (M&A), and Capital... Read More

Christopher Jones
Partner, Blake Cassels & Graydon LLP

Christopher’s practice focuses on mergers and acquisitions and private equity, venture and corporate finance transactions. He regularly advises Canadian, U.S.... Read More

Len Kipp
Investor, All Canadian Display Company

Jacoline Loewen
Director, UBS Investment Management Canada Inc.

Jacoline Loewen, Head of Business Development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More

Mike McCarron
President/Founder, Left Lane Associates

Mike McCarron is the President of Left Lane Associations, M&A advisors specializing in the Canadian transportation sector. Mike is a... Read More

Michael Merrithew
Founder & CEO, Farpointe Investments

Michael spent several years working with Xerox; de Havilland Aircraft; Nortel Networks and also in Strategy Consulting with Coopers &... Read More

Ryan Newell
President, Spinrite LP

Ryan Newell is the President and CEO of Spinrite Yarns.  Ryan joined Spinrite in 2002 as Chief Financial Officer and... Read More

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

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

Neil Nisker
Co-Founder & Executive Chairman, Our Family Office Inc.

With investment management and wealth advisory experience dating back to 1972, Our Family Office Co-Founder, Executive Chairman, and CIO enjoys... Read More

Marc Petruccelli
President, Dom Enterprises & Mfg. Ltd.

Eric Castonguay
Partner, National Corporate Finance Leader, Pricewaterhouse Coopers LLP

Eric Castonguay is a partner and the National Leader of PricewaterhouseCoopers Corporate Finance Inc. (PwCCF). He has experience in all... Read More

Darin Brock
Business Development, TorQuest Partners Inc.

Darin Brock joined TorQuest in 2006 and currently oversees the firm’s external relationships, managing business development and investment sourcing activities,... Read More

Perry Phillips
President & Founder, ESOP Builders Inc.

Perry, as president of ESOP Builders Inc., has designed and implemented over 160 ESOPs – Employee Share Ownership Plans –... Read More

Sebastian Douville
Partner & COO, FirePower Capital

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

Paris Aden
Founding Partner, Valitas Capital Partners

Paris Aden is the founding Partner of Valitas Capital Partners. Mr. Aden has broad industry experience, with a focus on the... Read More

Brad Geddes
President & CEO, Zucora Inc.

Brad Geddes is President and CEO of Zucora Inc., Canada’s leading provider of product warranties for the home furnishings industry.... Read More

David Anderson
Former Co-President, Calico Food Ingredients Ltd

David Anderson operates a private investment company that invests in small to mid-market Canadian companies.  He most recently participated as a principal... Read More

Miguel Amaral
Partner, Transaction Advisory, RSM Canada LLP

A Deal Advisory Partner, Miguel brings 10 years of experience supporting Canadian transactions for mid-market private equity firms and strategic... Read More

Michael Back
Founder & CEO, HonkMobile & Former Founder of Collective Point of Sale Solutions

Since founding Honk in 2013, Michael has been applying knowledge, success and wealth of experience to create a much-needed solution... Read More

Robert Bedard
Founder, BMP Metals

Robert R. Bedard is the co-founder, President and CEO of the Bempro Global Group which includes BMP Metals (Custom metal... Read More

Sam Castiglione
Director of Private Equity, Ardenton Capital Corporation

Sam’s primary role is to source new business opportunities and execute transactions throughout Canada, and the U.S. East Coast. Previously,... Read More

Bill Coyle
President, Coyle Corrugated Containers Inc.

Bill is recently and happily retired after a thirty-five year career in Sales, Marketing and Leadership with Coyle Corrugated Containers. ... Read More

Mary Beth Denomy
Chair & Founder, Proof Experiences

Mary Beth Denomy is an entrepreneur and event industry veteran.  She is the Founder of Proof Experiences (Free For All... Read More

Alex Eisenberg
Partner, Gardiner Roberts LLP

Alex is a lawyer in our Business Law Group and Financial Services Group and advises clients on a broad range... Read More

Sean Foran
Managing Director, Business Transition Planning, CIBC Commercial Banking

The Managing Director of Business Transition Planning and Trust Services with CIBC Private Wealth Management, Sean joined CIBC from another... Read More

Stella Gasparro
Partner, Tax & Accounting, MNP LLP

Stella Gasparro, CPA, CA, is a Partner in MNP’s Toronto office. She specializes in providing local and cross-border tax planning... Read More

Lyne Gaulin
Partner - Tax, Richter LLP

Lyne Gaulin is a Partner at Richter specializing in Tax. Lyne has over 23 years of experience in providing advice... Read More

Pierre Ouimet
Executive Director, Head Investment Strategist, UBS Bank (Canada)

Pierre Ouimet is the Head Investment Strategist for UBS Bank (Canada)’s Wealth Management on our Canadian equity strategies and Asset... Read More

Loren Rafeson
Director, Growth Equity, BDC Capital

Loren Rafeson is Director, Growth Equity, based in Toronto. He has close to 15 years of experience in private equity and... Read More

Nancy Ramalho
Partner, Stikeman Elliott LLP

Nancy Ramalho is a partner in the Employment & Labour Group. Nancy provides advice to national and international companies on... Read More

Terran Sandwith
President, GS Construction

Terran learned the construction business literally from the ground up by apprenticing under his father, GS founder Glen Sandwith.  He started... Read More

Maria Severino
National Tax Leader, RSM Canada

As the national tax leader at RSM Canada, Maria sets the vision and direction of the firm’s tax practice. Having... Read More

James Johnson
Managing Partner, Signal Hill Equity Partners

James is the co-founder of Signal Hill Equity Partners and has over 25 years’ experience investing and building companies. He... Read More

David Shlagbaum
Senior Counsel/ Facilitator, Pallett Valo LLP

David is a Business Lawyer and a Facilitator and is the Head of Pallett Valo’s Family Business Law Group. David... Read More

Zulf Karim
Director, Growth Equity, BDC Capital

Zulf Karim is Director, Growth Equity with BDC Capital in Toronto.  He is responsible for leading equity investments alongside Canadian... Read More

Karen Killeen
President, Springboard Management Advisors Inc.

Karen Killeen is a CPA, CA with broad private and public company experience.  While in public accounting, Karen worked with... Read More

Kevin Tremblay
Managing Director, MNP

Kevin Tremblay, CPA, CA, CBV, CF, is a Managing Director of MNP Corporate Finance, based in Toronto. With a focus on... Read More

Robert Duffy
Managing Director, Growth & Transition Capital, BDC Capital

Rob is the Managing Director of BDC Capital’s Growth & Transition Capital team in Toronto. Since joining BDC in 2009,... Read More

Brian Love
Chief Operating Officer and Principal, Field Aviation

Brian Love is a growth driven aviation executive with extensive experience in international sales, contract negotiations and business operations. Brian... Read More

Andrew Mark
Executive Director, Rhyno Equity Group

Mr. Mark is responsible for executing Rhyno’s investment strategies by seeking new opportunities and managing the acquisition process in order... Read More

Jonah Mayles
Partner, Tax & Estate Planning, Sterling Park Financial Group

Jonah is responsible for advising and developing advanced estate and tax planning strategies for his clients.  He brings over 10... Read More

Pat McNamara
Founder and former CEO, Apex Public Relations

Pat founded APEX Public Relations (www.apexpr.com) in 1998 and built a strong business and a roster of blue chip clients. ... Read More

Miriam Merkur
Director, NeoGraft Solutions Inc

I started the Neograft company in 2008. I searched for a product to sell in the anti aging sector.  I... Read More

Peter Stefanovich
Managing Partner, Left Lane Associates

Peter Stefanovich is the Managing Partner at Left Lane Associates, a mergers and acquisition firm representing buyers and sellers in... Read More

Pierre Morrissette
Founder & Executive Chairman, Pelmorex Corp (Formerly Pelmorex Media Inc.)

Born in Montreal, Pierre completed a degree in Economics at Loyola College in 1968. He completed a Masters Business Administration... Read More

Arlene O’Neill
Partner, Gardiner Roberts LLP

Arlene has developed a broad range of expertise in the areas of corporate and commercial law, with a strong focus... Read More

Conor Snape
Director, Growth & Transition Capital Greater Toronto Area, BDC Capital

Conor Snape is Director, Growth & Transition Capital servicing the Greater Toronto Area. Conor joined BDC in 2010, after working... Read More

Randy Ambrosie
Former President & CEO, 3Macs

Randy Ambrosie has worked in the investment industry in both Canada and the United States for nearly 30 years. Most... Read More

Earl Brosseau
President and Co-Founder, D.M. Robichaud Associates Ltd.

Earl is an accomplished Pipeline Rehabilitation Specialist, with a proven track record for leading world class operations in Trenchless Sewer... Read More

Colleen Ciccozzi
Director of Wealth Planning, Western Canada, UBS Bank (Canada)

Colleen works with clients and advisors to develop sound wealth management plans. She provides support and direction about complex issues... Read More

Devon Cranson
Founder & President, Cranson Capital Solutions Inc.

Devon Cranson is the Founder and President of Cranson Capital, a boutique investment banking firm founded in 2006. Devon has... Read More

Rachel Skelton
Principal, TorQuest Partners

Rachel Skelton joined TorQuest in 2013. Previously, she worked at McKinsey & Company advising clients on growth and turnaround strategies... Read More

Sab Ravalli
Executive Chair, Prodomax Automation Inc.

Sab Ravalli is President and Founder of Axium Capital Corp.  and a Capital Partner at Terra Cotta Financial Group Inc. He... Read More

Stephen Gunn
Co-founder and Co-Chair, Sleep Country Canada

Steve Gunn is the co-founder and Co-Chair of Sleep Country Canada.   He was the CEO of Sleep Country from 1997... Read More

Gord Riddle
CEO, Applied Comfort Products Inc.

Gord has enjoyed a colourful 25 year career working in a wide range of roles in several industries, and in... Read More

Matt Hall
Managing Director, Market Square Equity Partners

Matt is the Managing Partner of Market Square Equity Partners.   Market Square Equity Partners (“MSEP”) is a Toronto based private... Read More

Mitch Silverstein
Partner, Richter LLP

For over 25 years, entrepreneurial clients across all industries have benefited from Mitch’s ability to make strategic tax and business... Read More

James Kraft
Vice President and Head of Business Advisory and Succession Planning, BMO Wealth Management

Jim is a member of the High Net Worth Planning team at BMO Wealth Management, where he leads the Business... Read More

Ken Skinner
Managing Director, Morrison Park Advisors

Ken is a Managing Director at MPA. He is responsible for transaction origination, engagement design and execution, client development and... Read More

Ashley Herman
Former President, Green Soils Inc.

Ashley Herman is the Vice President and owner of Freshway Development, an investment company that targets the construction, environmental and... Read More

Jeff Karry
Co-Founder, OpenVenue e-Research Solutions

Jeff began his career with Proctor & Gamble, spending 10 years in finance, operations, and supply chain management.  He then... Read More

Aileen Miziolek
Business and Family Wealth Specialist, Scotia Wealth Management

Aileen is a trusted and highly experienced consultant to accomplished business owners and a uent families on matters associated with transition... Read More

Giovanni Marcelli
Founder, Accubid Systems and CEO, Northern Transformer

Giovanni Marcelli came to Canada from Italy in 1969 after obtaining a college Diploma in Electro-Technical Engineering. In 1972 Mr.... Read More

Victoria Sopik
CEO, Kids & Company Ltd.

Victoria Sopik, an entrepreneur and mother of eight, understands the delicate balance between work and life. That’s why she co-founded... Read More

Ken Moore
Managing Partner, NewPoint Capital Partners Inc.

Ken is the Managing Partner of NewPoint Capital Partners Inc, a Toronto based Mergers & Acquisitions advisory firm. He has... Read More

Eric Termuende
Co-Founder, NoW Innovations

Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More

Rob McGavin
Managing Director, Scotia Wealth Management

Rob Olsen
Partner and National Leader, Corporate Finance, Deloitte

Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More

Frank Pizzolato
Co-Founder & CEO, Clarity Systems

Frank Pizzolato is an angel investor, advisor and serial entrepreneur. Frank co-founded Clarity Systems, an enterprise software company focused on... Read More

Matt Barasch
Chief Canadian Equity and Structured Note Strategist, RBC Capital Markets

Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More

David Simpson
Director, Ivey Business Families Centre, Ivey Business School, Western University

David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More

Carey Singer
Partner - Tax, Richter LLP

With over 20 years’ experience Carey Singer is an accomplished tax consultant. Having relocated to Toronto from his native Chicago... Read More

Harry Blum
Managing Partner, Collins Barrow Toronto LLP

As the Managing Partner of Collins Barrow Toronto, Harry sets vision and direction for the firm nationally and internationally, spearheading... Read More

Giselle Bodkin
Partner, Accounting & Auditing, BDO Canada LLP

Giselle Bodkin is a Partner with BDO Canada and valued member of BDO’s National Policy Board. She has over 25... Read More

Don Carson
Partner, MNP Corporate Finance Inc.

Don Carson, CPA, CA, is the Regional Tax Leader for MNP in the Greater Toronto Area and the National Leader... Read More

Steven Smith
Senior Manager, Private Client Services, MNP

Blair Cameron
Partner, Corporate Finance, KPMG Management Services LP

Adam Peaker
Partner, Holcan Investments

Adam is a Managing Partner with Holcan Investments.  Holcan is a family office with a focus on investing in mid-sized... Read More

Colin Walker
Managing Director, Crosbie & Company Inc.

Colin Walker is a Managing Director of Crosbie with over 30 years of experience in investment banking, corporate banking and capital... Read More

Curtis Cusinato
Partner, Stikeman Elliott LLP

Curtis Cusinato is a partner practising corporate and securities law in the firm’s Toronto office with an emphasis on domestic... Read More

Matthew Cumming
Partner, McCarthy Tétrault LLP

Matthew Cumming is a partner in our M&A and Securities Group in Toronto. He has expertise in a broad range... Read More

Samuel L. Duboc
LinkedIn Co-Founder, EdgeStone Capital Partners Chair of the Board, Business Development Bank of Canada (BDC)

Mr. Duboc’s career is marked by his passion for entrepreneurship, his ingenuity and corporate and community leadership. Sam is a... Read More

John Francis
Former President & CEO, Trader Media Corporation (Sold to Yellow Pages Group)

John Francis is the Managing Director of Fraser Kearney Capital Corp., an investment company that oversees the Francis family office.... Read More

Ted Shoub
Partner, Bennett Jones LLP

Ted Shoub has a corporate commercial practice and advises private companies on mergers and acquisitions, financings, corporate governance and general... Read More

Paul Eldridge
Partner, Fulcrum Capital Partners

Paul has extensive experience in all aspects of Fulcrum’s private equity investments including originating, executing and managing investments. He brings... Read More

Rachel Gervais
Partner, Taxation, BDO Canada LLP

Rachel is a Chartered Professional Accountant and Tax Partner with BDO Canada LLP out of Toronto. She assists clients in... Read More

Ed Giacomelli
Managing Director, Crosbie & Company Inc.

Ed Giacomelli has over 25 years of experience in investment banking, corporate finance and capital markets, having advised numerous clients... Read More

Steve Hartman
Founder, Industrial Thermo Polymers Limited

Steve Hartman is a founder of Industrial Thermo Polymers Limited (ITP), a leading manufacturer of extruded polyethylene foam products in... Read More

Robin Goodman
Vice President, Insurance, Trust and Estate Planning, RBC Wealth Management Financial Services Inc.

Robin is responsible for providing advanced trust, estate and succession planning to affluent business owners, with a specialization in tax-effective... Read More

Doug H. Scott
Partner, Fasken Martineau DuMoulin LLP

Doug practises mergers and acquisitions and all aspects of commercial law with a particular emphasis on company acquisitions and dispositions,... Read More

Howard Johnson
Managing Director, Veracap M&A International Inc.

Howard is a Managing Director at Veracap M&A International and its sister firm, Campbell Valuation Partners. He advises business owners... Read More

Prashant Patel
Vice President, High Net Worth Planning Services, RBC Wealth Management Services

Jeff Noble
Director & Practice Leader, Business Transition Services, BDO Canada LLP

Jeff is the Director of Business Transition Services in the BDO Special Advisory Services Group. A highly trusted advisor with many... Read More

Randy Williamson
Partner, Aird & Berlis LLP

As a partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA,... Read More

Jason Marley
Vice President - Mergers & Acquisitions, Ernst & Young Orenda Corporate Finance Inc.

Jason is a member of the Lead Advisory team where he focuses on M&A, divestitures, buyouts and capital-raising activities. Jason... Read More

Tony Maiorino
VP & Director, RBC Wealth Management

David Rae
Chairman & CEO (Principal), Bill Gosling Outsourcing

David began his career with Allied International Credit in the UK, after graduating from the University of Western Ontario with... Read More

Luanna McGowan
President, The McGowan Group Inc

Luanna McGowan is the President of The McGowan Group Inc., former National Partner of PricewaterhouseCoopers, and founder of PricewaterhouseCoopers’ Centre... Read More

Graham Smith
Partner, Blake Cassels & Graydon LLP

Graham has extensive domestic and international experience advising corporations and financial institutions on mergers and acquisitions, joint ventures, corporate finance... Read More

Ezer Mevorach
CEO, Mevotech

Ezer Mevorach is the C.E.O. of Mevotech LP, based in Toronto, Ontario. Mevotech is a North American market leader in... Read More

Michele Middlemore
Senior Vice President, MNP LLP

Haroon F. Mirza
Entrepreneur in Residence, OneEleven

Haroon F. Mirza is the Entrepreneur in Residence of OneEleven, a post-seed tech accelerator focused on helping Canada’s most promising,... Read More

Tim Morton
Managing Partner and Founder, Prompta Consulting Group

As Managing Partner and founder of Prompta Inc., a leading consultancy, Tim brings 20+ years of experience successfully leading transformational... Read More

Michael Morrow
Managing Director, Deloitte

Doris Valade
President, Malabar Super Spice Co. Ltd.

Doris Valade is founder and President of Malabar Super Spice Co. Ltd., a distributor and manufacturer of quality spices and... Read More

Shubo Rakhit
Corporate Finance, Cranson Capital Solutions

Shubo’s focus is on helping entrepreneur managed companies with Mergers & Acquisitions. He was previously an Equity Partner/Managing Director at... Read More

Brent Walker
Co-Founder and Managing Director, MPA Morrison Park Advisors

Brent is responsible for transaction origination and execution, financial advisory and capital raising activities. These activities have been across a... Read More

Jason Saltzman
Partner, Dentons Canada LLP

Alan Sellery
President & Managing Partner, Ironbridge Equity Partners

Al co-founded Ironbridge in September, 2005. Prior to Ironbridge, from 2003 to 2005, he was a Partner in the Equity... Read More

Vince Simonelli
Partner, Granite Partners LLP

Vince has 20+ year experience working with private companies in services, distribution and manufacturing sectors.  Prior to joining Granite, Vince... Read More

Laura Zanchin
Principal and Executive Vice President, Zanchin Automotive Group

Growing up in a car dealership has always been second nature to me.  My earliest memories include the smell of... Read More

Angelo Zeni
Managing Director, Growth and Transition Capital, BDC

Angelo Zeni is Team Lead, Growth & Transition Capital in our Mississauga office. Angelo joined BDC in 2011, bringing more than... Read More

Bruno Suppa
Partner, Financial Advisory Services, BDO Canada LLP

Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More

Steve Suske
President and CEO, Suske Capital Inc.

Steve Suske is President and CEO of Suske Capital Inc. A proven entrepreneur with over 40 years of professional experience... Read More

John Wilson
Co-CEO, Managing Partner, Senior Portfolio Manager, Ninepoint Partners

John Wilson is Managing Partner at ninepoint partners, an alternative asset manager based in Toronto with $3 billion in AUM... Read More

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Andrew Walton
Partner, Ironbridge Equity Partners

Andrew joined Ironbridge in November 2014. Prior to Ironbridge, from 2011 to 2014, Andrew was a Partner with Signal Hill... Read More

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Wendy Sage-Hayward
Adjunct Professor, Sauder School of Business at UBC and Senior Consultant, Family Business Consulting Group

Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More

Jamie Windle
Senior Manager, Transaction Services, BDO Canada LLP

Jamie Windle is Director in the Transaction Advisory Services practice at BDO specializing in transaction support and due diligence services... Read More

Barry Wood
CEO, Ontario Excavac Inc.

Barry Wood is CEO of Ontario Excavac Inc, leading provider in south-central Ontario of hydroexcavation, infrastructure, renewal and improvement services... Read More

Bill Zinger
Founder, Kissner Milling Company Limited, CEO Pestell Minerals and Ingredients, CEO Blendtek Fine Ingredients

The dictionary defines entrepreneur as “one who organizes, manages and assumes the risks of a business or enterprise”. As one of eight children born... Read More

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

Jump to: Speakers Archive

2016 2017 2018 2019 2020
2017 Toronto Advisors
David Hastie
David Hastie
Managing Director, First West Capital
Jeff Pocock
Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP
Jacoline Loewen
Jacoline Loewen
Director, UBS Investment Management Canada Inc.
Mike McCarron
Mike McCarron
President/Founder, Left Lane Associates
Eric Castonguay
Eric Castonguay
Partner, National Corporate Finance Leader, Pricewaterhouse Coopers LLP
Paris Aden
Paris Aden
Founding Partner, Valitas Capital Partners
Maria Severino
Maria Severino
National Tax Leader, RSM Canada
Robert Duffy
Robert Duffy
Managing Director, Growth & Transition Capital, BDC Capital
Matt Hall
Matt Hall
Managing Director, Market Square Equity Partners
James Kraft
James Kraft
Vice President and Head of Business Advisory and Succession Planning, BMO Wealth Management
Rob McGavin
Rob McGavin
Managing Director, Scotia Wealth Management
Colin Walker
Colin Walker
Managing Director, Crosbie & Company Inc.
Ted Shoub
Ted Shoub
Partner, Bennett Jones LLP
Doug H. Scott
Doug H. Scott
Partner, Fasken Martineau DuMoulin LLP
Prashant Patel
Prashant Patel
Vice President, High Net Worth Planning Services, RBC Wealth Management Services
Jeff Noble
Jeff Noble
Director & Practice Leader, Business Transition Services, BDO Canada LLP
Brent Walker
Brent Walker
Co-Founder and Managing Director, MPA Morrison Park Advisors
John Warrillow
John Warrillow
Founder, The Value Builder System™
Barry Wood
Barry Wood
CEO, Ontario Excavac Inc.
2018 Toronto Advisors
CHAIR
Bruce Harbinson
Bruce Harbinson
Regional Chair, TEC Canada
Susan Fulford
Susan Fulford
Managing Director, Dynamic Legacy Inc.
Tina Di Vito
Tina Di Vito
Partner, National Leader of Family Office Services, MNP
Jeff Pocock
Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP
Jacoline Loewen
Jacoline Loewen
Director, UBS Investment Management Canada Inc.
Mike McCarron
Mike McCarron
President/Founder, Left Lane Associates
Jonathan Piurko
Jonathan Piurko
President & CEO, Monarch Bridge Financial Inc.
Paris Aden
Paris Aden
Founding Partner, Valitas Capital Partners
Maria Severino
Maria Severino
National Tax Leader, RSM Canada
Robert Duffy
Robert Duffy
Managing Director, Growth & Transition Capital, BDC Capital
Mitch Silverstein
Mitch Silverstein
Partner, Richter LLP
Colin Walker
Colin Walker
Managing Director, Crosbie & Company Inc.
Ted Shoub
Ted Shoub
Partner, Bennett Jones LLP
Doug H. Scott
Doug H. Scott
Partner, Fasken Martineau DuMoulin LLP
Brent Walker
Brent Walker
Co-Founder and Managing Director, MPA Morrison Park Advisors
Barry Wood
Barry Wood
CEO, Ontario Excavac Inc.
2019 Toronto Advisors
CHAIR
Eric Berke
Eric Berke
Managing Partner, TorQuest Partners
View Bio »
Ian Michael
Ian Michael
Partner, Bennett Jones LLP
View Bio »
Susan Fulford
Susan Fulford
Managing Director, Dynamic Legacy Inc.
View Bio »
Bruce Harbinson
Bruce Harbinson
Regional Chair, TEC Canada
View Bio »
Jeff Noble
Jeff Noble
Director, Business Transition Services, BDO Canada LLP
View Bio »
David Hastie
David Hastie
Managing Director, First West Capital
View Bio »
Tina Di Vito
Tina Di Vito
Partner, National Leader of Family Office Services, MNP
View Bio »
Jeff Pocock
Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP
View Bio »
Jacoline Loewen
Jacoline Loewen
Director, UBS Investment Management Canada Inc.
View Bio »
Mike McCarron
Mike McCarron
President/Founder, Left Lane Associates
View Bio »
Eric Castonguay
Eric Castonguay
Partner, National Corporate Finance Leader, Pricewaterhouse Coopers LLP
View Bio »
Sebastian Douville
Sebastian Douville
Partner & COO, FirePower Capital
View Bio »
Brad Geddes
Brad Geddes
President & CEO, Zucora Inc.
View Bio »
David Shlagbaum
David Shlagbaum
Senior Counsel/ Facilitator, Pallett Valo LLP
View Bio »
Steven Smith
Steven Smith
Senior Manager, Private Client Services, MNP
View Bio »
Colin Walker
Colin Walker
Managing Director, Crosbie & Company Inc.
View Bio »
Randy Williamson
Randy Williamson
Partner, Aird & Berlis LLP
View Bio »
Brent Walker
Brent Walker
Co-Founder and Managing Director, MPA Morrison Park Advisors
View Bio »
Angelo Zeni
Angelo Zeni
Managing Director, Growth and Transition Capital, BDC
View Bio »
2020 BTF East Speakers

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

David Allardice

David Allardice
Partner, Miller Titerle & Company

David is one of the founders of Miller Titerle + Company LLP, ranked in 2016 by Canadian Lawyer as one... Read More

Gerry Bellerive

Gerry Bellerive
Managing Director, Regimen Partners

Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More

Charles Chang

Charles Chang
President & Founder, Lyra Growth Partners Inc.

Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More

Steve Chen

Steve Chen
Managing Director, First West Capital

Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More

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.

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

Rick Gendemann

Rick Gendemann
Partner, Manning Elliott LLP Accountants and Business Advisors

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

Shane King
Business Advisor, Private Enterprise National Leader, Succession Services, MNP

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

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

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

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

Mike McIsaac

Mike McIsaac
Founder & President, Renaissance Mergers & Acquisitions Inc.

Mike is a Chartered Professional Accountant and successful businessman with more than 20 years of experience working with private businesses... 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

Keith Brown

Keith Brown
Business Family Advisor and Founder, Financial Confidence Advisors

Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More

Dylan Brown

Dylan Brown
Financial Advisor, Financial Confidence Advisors

Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More

Victoria Brown

Victoria Brown
Business Family Facilitator and Founder, 10X Business Builder

Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More

Delna Bhesania

Delna Bhesania
CEO & Co-Founder, Bardel Entertainment

Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More

Mike Burtch

Mike Burtch
Partner, Fort Capital Partners

Julie Campbell

Julie Campbell
Principal, SSDG Interiors Inc.

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

Scott Bodie
Partner, Tax, Bennett Jones LLP

Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More

Jim Crooks

Jim Crooks
Managing Director & Partner, Consulting & Deals, PwC

Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More

Nicholas Drake

Nicholas Drake
Director, Growth & Transition Capital, BDC Capital

Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More

Darrell Ert

Darrell Ert
Founder & President, Evolution Strategies

Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More

Silvana Facchin

Silvana Facchin
Partner, Richards Buell Sutton LLP

Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More

Grant Foster

Grant Foster
Partner, Fasken

Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More

Taylor Gemmel

Taylor Gemmel
Owner, Anita's Organic Mills

Ryan Giles

Ryan Giles
Partner, TriWest Capital Partners

Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More

Brad Hill

Brad Hill
Brad Hill, Managing Director, Consulting & Deals, PwC

Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More

Chris Hardwick

Chris Hardwick
Chair, TEC Canada

Life is an adventure for Chris Hardwick – just ask anyone who works with him. This ambitious entrepreneur has a... Read More

Samuel Li

Samuel Li
Partner, Fasken

Samuel Li is a member of Fasken Martineau DuMoulin LLP’s Mergers & Acquisitions, Corporate Finance, and Information Technology groups in... Read More

Tracey McVicar

Tracey McVicar
Partner, CAI Capital Partners

Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More

Dave Bustos

Dave Bustos
Managing Partner, Fort Capital Partners

Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... 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.

Steve Lukas

Steve Lukas
Associate Counsel, Harper Grey LLP

Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More

Peter J. Mogan

Peter J. Mogan
Founder and Senior Partner, Mogan Daniels Slager LLP

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 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

Jacoline Loewen

Jacoline Loewen
Director, UBS Investment Management Canada Inc.

Jacoline Loewen, Head of Business Development for UBS Bank (Canada), is an expert on wealth management, family office, philanthropy, legacy... Read More

Julie McGill

Julie McGill
Managing Partner, Fulmer Capital Partners Inc.

Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More

Christian Gauthier

Christian Gauthier
Partner, Bennett Jones LLP

Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More

Vic Marks

Vic Marks
Founder, Hartley and Marks

Kevin Shaw

Kevin Shaw
Vice President, M&A, Renaissance Mergers & Acquisitions Inc.

Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... 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

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

Sushil Arora

Sushil Arora
CEO, Danica Imports

Gary Benson

Gary Benson
Vice President Operations, Danica Imports

Rodney Benson

Rodney Benson
Board of Director - Chairman, Danica Imports

Jeremy Billan

Jeremy Billan
Director, Growth Equity, BDC Capital

Stephane Bourque

Stephane Bourque
Co-Founder & CEO, Incognito Software Inc.

Jeremy Braude

Jeremy Braude
Board of Director - Director, Danica Imports

Jonathan Braude

Jonathan Braude
Vice President Product, Danica Imports

Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More

Deena Chochinov

Deena Chochinov
Family Enterprise Advisor and Management Consultant

For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More

Cindy David

Cindy David
President, Cindy David Financial Group

With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... Read More

Prentice Durbin

Prentice Durbin
Partner, Harper Grey LLP

Ronnie De Zen

Ronnie De Zen
Partner, PwC

Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More

Graham Flater

Graham Flater
Principal, Fulcrum Capital

Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More

Karen Flavelle

Karen Flavelle
CEO, Purdys Chocolates

Terry Holland

Terry Holland
Managing Partner, Krystal Growth Partners

Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... Read More

Paul Hemsley

Paul Hemsley
Founder and President, Hemmera

Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More

Blair Horn

Blair Horn
Partner M&A, Fasken

Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group.  Blair advises public and private technology,... Read More

Mike McKee

Mike McKee
Director of Real Estate and Finance, JAK’s Beer Wine & Spirits

Maheb Nathoo

Maheb Nathoo
CEO, Agrifoods International Co-operative and Earth's Own Food Company

Anthony Nicalo

Anthony Nicalo
Entrepreneur in Residence, HIGHLINE Beta

James Knight

James Knight
Director, Transaction Advisory, RSM Canada

James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More

John Nicola

John Nicola
Chairman & CEO, Nicola Wealth

A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More

Bruce MacKenzie

Bruce MacKenzie
Owner, Chapman & Associates

For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More

Bob Lawrence

Bob Lawrence
Value Enhancement and Exit Readiness, VEER Business Advisors Ltd.

After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More

Kevin McElroy

Kevin McElroy
Former CEO & President, Nuheat

Natalie Michael

Natalie Michael
CEO & Executive Coach, Waterfront Partners

Tea Nicola

Tea Nicola
Co-Founder & CEO, WealthBar

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

Janet Davie
President & CEO, JLD Management Group and Chair, TEC Canada

Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More

Trevor Parry

Trevor Parry
Senior Tax and Estate Planning Advisor Raymond James Ltd.

Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More

Danvir Roopra

Danvir Roopra
Partner, Transaction Tax, BDO Canada LLP

Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More

Paul Rowe

Paul Rowe
Partner, Fulcrum Capital Partners

Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More

Tina Osen

Tina Osen
President, HUB International

Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More

Michal Pisarek

Michal Pisarek
Co-Founder, Dynamic Owl Consulting

Jesse Ahuja

Jesse Ahuja
Partner, MEP Business Counsel

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

Melisa Attisha
Executive Vice President and COO at TAG Alliances

Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More

Neil Atchison

Neil Atchison
Principal, Analytica Advisors Inc.

Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More

Michael J. Beninger

Michael J. Beninger
Counsel, Bennett Jones LLP

Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More

Holly Castle

Holly Castle
Director, Tax Planning, BMO Wealth Management

Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More

Derek Strong

Derek Strong
Managing Director, BC and Southern Alberta, Roynat Capital

Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More

Todd Coleman

Todd Coleman
Vice President, Business Advisory & Succession Planning, BMO Wealth Management

As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More

Kellie Manchester

Kellie Manchester
Partner, Sequeira Partners Inc.

Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More

Mike De Pfyffer

Mike De Pfyffer
Former Director, Thunderbird Marine Corp

Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More

David Frost

David Frost
Partner, McCarthy Tétrault LLP

David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More

Deborah Graystone

Deborah Graystone
Partner, BDO Canada LLP

With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More

Arthur Griffiths

Arthur Griffiths
Former owner of the Vancouver Canucks and Orca Bay Sports & Entertainment

Gary Powroznik

Gary Powroznik
Founder and Managing Director, G-Force Group

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 Klassen-Parkes

Erin Klassen-Parkes
CFO, Klassen Business Group

Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More

Merv Klassen

Merv Klassen
Senior Partner, Klassen Business Group

Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More

Reg Klassen

Reg Klassen
Senior Partner, Klassen Business Group

Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More

Travis Klassen

Travis Klassen
CEO, Klassen Business Group

Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More

Steve Kleinschmidt

Steve Kleinschmidt
Director, Good Insights Strategy Inc

Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc.  The Company provides advisory services across a... Read More

Shafeen Mawani

Shafeen Mawani
COO, The Western Investment Company of Canada Ltd.

Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More

Tricia McIver

Tricia McIver
Business & Family Wealth Specialist, Scotia Wealth Management

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

Doug Ryder
Partner, Transactions / Valuation, Grant Thornton LLP

Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More

Alan Oishi

Alan Oishi
Business Strategist & Facilitator, Alan Oishi Inc.

Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... Read More

John Rose

John Rose
Former CEO & President, Nuheat

Eric Termuende

Eric Termuende
Co-Founder, NoW Innovations

Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More

Yves Potvin

Yves Potvin
Founder, Gardein and President, Pacific Institute of Culinary Art

Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... Read More

Steve Saville

Steve Saville
Partner M&A, Fasken

David Simpson

David Simpson
Director, Ivey Business Families Centre, Ivey Business School, Western University

David Simpson is a Lecturer in the Entrepreneurship group and the founding director of the Business Families Centre at the... Read More

Matt Price

Matt Price
Managing Director, Growth & Transition Capital, BDC Capital

Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More

Ashley Cooper

Ashley Cooper
President and CEO, Paladin Security Group

Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More

Mike Cordoba

Mike Cordoba
Founding Partner, Empresario Capital Partners

Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More

Justin Currie

Justin Currie
CEO, Royalty North Partners

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 Raffa

David Raffa
President, Valeo Corporate Finance Ltd.

David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More

Richard Harris

Richard Harris
Managing Director, Tricor Pacific Founders Capital Inc.

As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More

Constantine Hatzipanayis

Constantine Hatzipanayis
Director, Krystal Financial Corp.

Constantine Hatzipanayis joined Krystal Financial Corp. in May 2010, at the time bringing with him over 10 years of investing... Read More

Barry Hubich

Barry Hubich
Vice President, Growth & Transition Capital, BDC Capital

Barry Hubich is Vice-President, BDC Capital for the Western Canadian region.  Barry has  more than thirty years of experience working... Read More

Brian Hurl

Brian Hurl
Former CEO & Owner, Foley’s Candies

Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More

Aileen La Borie

Aileen La Borie
Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More

Steve Thorp

Steve Thorp
Co-Founder & Managing Director, Postmark Brewing

Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More

Jim McGuigan

Jim McGuigan
Partner, Pricewaterhouse Coopers LLP

Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator.  He is an Incorporated Partner and a Managing Director... Read More

Ivor Luk

Ivor Luk
BC Financial Advisory Managing Partner, Mergers & Acquisitions, Deloitte LLP

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

Tony Scott
President, Platinum Pro-Claim

Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... Read More

Andrea Shaw

Andrea Shaw
Founder & Managing Partner, TTG Canada

Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More

Bruno Suppa

Bruno Suppa
Partner, Financial Advisory Services, BDO Canada LLP

Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More

Kam Nat

Kam Nat
Senior Tax Manager, BDO Canada LLP

Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... Read More

Dr. Basil Peters

Dr. Basil Peters
CEO, Strategic Exits Corp

While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More

Genevieve Pinto

Genevieve Pinto
Partner, McCarthy Tetrault LLP

Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More

John Warrillow

John Warrillow
Founder, The Value Builder System™

John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More

Bruno Bertocci

Bruno Bertocci
Senior Portfolio Manager & Managing Director, UBS Global Asset Management

Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More

Brian Begert

Brian Begert
Managing Partner, Yellow Point Equity Partners

Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More

Gordon Smith

Gordon Smith
Owner & President, Smithrite Disposal Ltd.

Joseph Calvano

Joseph Calvano
Former Partner & Founder, Dollar Giant

Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More

Kathy Butler

Kathy Butler
Managing Director and Head, Wholesale Banking - British Columbia, CIBC World Markets Inc.

Kathy Butler is a Managing Director and Head, Wholesale Banking – British Columbia for CIBC World Markets. Ms. Butler joined... Read More

Eric Carlson

Eric Carlson
Core Founder & CEO, Anthem Properties & CEO, United Communities

Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More

Mike Wick

Mike Wick
Director, North Delta Seafoods

Donald M. Spence

Donald M. Spence
Managing Partner, SVG Capital Group

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

John Robinson
President & CEO, Strategic Succession

John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More

Brent Cunningham

Brent Cunningham
Partner, Sequoia Mergers & Acquisitions Corp.

Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More

John Stout

John Stout
Co-Founder, President and Head of Sales, SNAP Financial Group

John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More

Wendy Sage-Hayward

Wendy Sage-Hayward
Adjunct Professor, Sauder School of Business at UBC and Senior Consultant, Family Business Consulting Group

Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More

Neil de Gelder

Neil de Gelder
Executive Vice President, Stern Partners Inc.

Andrew Strang

Andrew Strang
Co-Founder & CEO, FlyOver Canada/ FlyOver America

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

Brett Hodson
Former CEO, Corix

Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More

Cliff Harper

Cliff Harper
Managing Director & Former Partner, Certified Coatings Specialists Inc.

John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More

Brent Twist

Brent Twist
CEO, Encore Business Solutions

Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More

Rod Senft

Rod Senft
Managing Director, Tricor Pacific Capital

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 Jacques

Dan Jacques
Partner, Headwater Equity Partners

Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More

Richard Swann

Richard Swann
Founder and President, LOKI Systems Inc.

Niels Veldhuis

Niels Veldhuis
President, The Fraser Institute

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 Vincent

Olivier Vincent
President & CEO, Co-founder, LocalSphere

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

Iain Mant
Partner, Fasken Martineau DuMoulin LLP

Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More

John McDonald

John McDonald
Principal, Rampworth Capital Services Inc.

McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More

Greg McDougall

Greg McDougall
CEO, Harbour Air Ltd.

Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... Read More

Trevor Thomson

Trevor Thomson
Partner, Taxation Services, BDO Canada LLP

Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More

Brad Miller

Brad Miller
Former CEO, IMW Industries & CEO, Advantec Group of Companies

Harry Watson

Harry Watson
Founder, President & CEO, CCMET Group

Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More

Pirooz Pourdad

Pirooz Pourdad
Senior Advisor, Pricewaterhouse Coopers LLP.

In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More

Ken Tarry

Ken Tarry
Partner, Sequeira Partners Inc.

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

Kari Yuers
President & CEO, Kryton International Inc.

Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More

Perry Yuen

Perry Yuen
Partner, Taxation Services, BDO Canada LLP

Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More

John Zaplatynsky

John Zaplatynsky
Founder and Chairman of the Board of Canada, GardenWorks

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

Don Sihota
Partner, Clark Wilson LLP

Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More

Michael Stephens

Michael Stephens
Partner, Denton’s Canada LLP

Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More

Murray Shapiro

Murray Shapiro
BA, LL.B., TEP Vice President, Business Owner Specialist, High Net Worth Planning Services, RBC Wealth Management Services

His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More

Marco Tomassetti

Marco Tomassetti
Partner, Corporate Finance, KPMG

Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More

Mark Wardell

Mark Wardell
President, Wardell International

Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More

Rob V. Wildeman

Rob V. Wildeman
Managing Director, Parallel49 Equity

Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... Read More

Kevin Wong

Kevin Wong
CPA, CA, Regional Tax Leader, Partner, MNP LLP

Kevin is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has more than 19 years... Read More

Pierre Cléroux
Pierre Cléroux
Vice President Research & Chief Economist, BDC
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Yemi Akindoju
Yemi Akindoju
President/CEO, Vanity Fashions Limited
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Bill Black
Bill Black
President, Exit Planning Group
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Andreea Crisan
Andreea Crisan
Executive VP, Chief Operating Officer, Andy Transport
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Wade K. Dawe
Wade K. Dawe
Chairman and CEO, Numus Financial Inc.
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Guillaume Felx
Guillaume Felx
Principal, Growth Equity, BDC Capital
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Geoff Flood
Geoff Flood
Founder,T4G Limited
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Malcolm Fraser
Malcolm Fraser
President & CEO, Innovacorp
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Alana Geller
Alana Geller
Partner, Richter
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Matthew Gould
Matthew Gould
Co-Founder & President, MORECO Ltd.
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Thomas Kennedy
Thomas Kennedy
Chairman and Managing Director, Kensington Capital Partners
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Shane King
Shane King
Business Advisor, Private Enterprise National Leader, Succession Services, MNP
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Paul LeBlanc
Paul LeBlanc
Founder + CEO, 7th Wave Capital
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Ian Macdonell
Ian Macdonell
Managing Director, Crosbie & Company Inc.
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Chris MacIntyre
Chris MacIntyre
Partner, McInnes Cooper
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Eamonn McConnell
Eamonn McConnell
Senior Managing Director and CIO, Kensington Capital Partners Limited
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Ian Michael
Ian Michael
Partner, Bennett Jones LLP
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Don Mills
Don Mills
Chair & Senior Counsel, Corporate Research Associates Inc.
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Marie Mullally
Marie Mullally
President & CEO, CUA
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Jillian Murray
Jillian Murray
Partner, Grant Thornton LLP
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Jeff Noble
Jeff Noble
Director, Business Transition Services, BDO Canada LLP
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Rob Normandeau
Rob Normandeau
President, SeaFort Capital
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Tracey McVicar
Tracey McVicar
Partner, CAI Capital Partners
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Jeff Pocock
Jeff Pocock
Partner, Transactions National M&A and Private Equity Leader, Grant Thornton LLP
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John Risley
John Risley
to Chairman & CEO, CFFI Ventures Inc.
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Emanuel Ross
Emanuel Ross
Director, Corporate Finance, BDO Canada LLP
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Darryl Sam
Darryl Sam
Senior Director, First West Capital
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Jason Sellakumar
Jason Sellakumar
Associate Director, First West Capital
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Stephen Shaw
Stephen Shaw
Managing Director, MNP Corporate Finance Inc.
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George Rossolatos
George Rossolatos
CEO, Canadian Business Growth Fund (CBGF)
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David Shlagbaum
David Shlagbaum
Senior Counsel/ Facilitator, Pallett Valo LLP
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Jon Stanfield
Jon Stanfield
Chairman, President & CEO, Stanfield's
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Peter Stefanovich
Peter Stefanovich
Managing Partner, Left Lane Associates
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Martin Vidal
Martin Vidal
President, Corporation Genacol Canada Inc.
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Randy Williamson
Randy Williamson
Partner, Aird & Berlis LLP
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Sarah Young
Sarah Young
Managing Partner, National Public Relations, an Avenir Global Company
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Laura Zanchin
Laura Zanchin
Principal and Executive Vice President, Zanchin Automotive Group
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