Our clients are generally businesses with significant barriers to entry attributable to their proprietary intellectual property, capital intensive asset base, or a highly skilled workforce. Periodically, we have also been engaged by large corporations for risk management strategies and by government agencies to provide financial advisory services.


Our largest group of clients are technology-based service and/or valued added manufacturing ventures; followed by a range of institutions. Examples include the following:

Enmax Corporation

The largest generator and distributor of electricity, renewable and natural gas in Alberta.

Western Economic Diversification Canada

The largest federal direct lending and granting organization promoting economic diversification in Western Canada.

Jomar Softcorp International Inc.

An Ontario and U.S. based software developer and custom integrator of ERP solutions across a broad range of industries.

Dynatek Industries Ltd.

A supplier of proprietary CNG fuel storage systems, purchased by municipal transit and other fleet operators in over 20 countries.

PRT, Inc.

One of the largest propagators of forest seedlings in North America, PRT operates from more than a dozen nurseries across the continent.

FLYHT Aerospace Solutions Ltd.

A developer and provider of proprietary satellite communications, global flight tracking, and aircraft health monitoring solutions.

Partner Jet Inc.

A Toronto based manager and lessor of a fleet of private executive jets.

Yangaroo Inc.

A Toronto based entertainment industry focused digital media management company, offering solutions that enable high quality audio and video content to be securely managed and distributed across television and radio networks globally.

Cartel Communication Systems Inc.

A telecommunications engineering design, procurement and deployment company specializing in broadband infrastructure, LTE private and public safety networks.

Teck Resources Ltd.

One of Canada's largest base metal, mining and smelting businesses.

Canadian Hydro Developers Inc.

An owner and operator of 21 hydroelectric, wind power and biomass energy plants in Canada, since acquired by TransAlta Corp.

ATCO Gas Ltd.

The principal operator of the natural gas distribution system in Alberta, with approximately one million household and industrial customers.

Skylark Co. Ltd.

A Tokyo based international restaurant chain of over 2,500 operating units with revenues exceeding US $3.0 billion.

Bevo Farms Inc.

The largest supplier of propagated vegetable seedlings in North America operating 700 acre greenhouse complex.

Government of British Columbia

We have been contracted to provide advisory services on more than 25 economic and financial engagements over a 20 year period.

Whitecap Canada Inc

A custom software developer specializing in Enterprise eCommerce.

BlueMetric Environmental Inc.

An Ottawa based environmental engineering consultancy, operating in more than 20 countries, with particular expertise in waste and quality management, contaminated site remediation, and environmental assessment and permitting.

SmartDesign Group Ltd.

A Vancouver based full-service commercial interior design consultancy, specializing in large public spaces including airports, shopping malls, stadiums, and large hotel and recreation complexes.

Alberta Innovates

The principal public-private technology innovation funding and policy making body in Alberta.

Methanex Corporation

The world's largest producer of methanol, with plants in Chile, New Zealand, Canada, Trinidad, Indonesia and the United States.

Cordy Oilfield Services Inc

The world's largest producer of methanol, with plants in Chile, New Zealand, Canada, Trinidad, Indonesia and the United States.

McMillan International Seafood Sales Inc.

One of North America’s largest groundfish seafood providers, with over a century of combined experience both in processing and distribution.

Control Innovations Inc.

A Calgary based contract electronics and instrument manufacturing business, specializing in short turnaround mid-sized productions runs.

Government of Canada

Retained as the lead economic and financial advisors on the $500 million Old Man River Irrigation Dam in Southern Alberta.

British Columbia Utilities Commission

The public agency responsible for regulating energy markets throughout British Columbia.

The Westpower Group

A manufacturer and distributor of API engineered pumps, pump packages, lubricants, and custom fabricated systems and coating services for the oil and gas industry, with operations in both the U.S. and Canada.

Ocean Fisheries Ltd.

One of Canada’s largest vertically integrated fish harvesting and processing businesses with product distribution throughout North America, Europe, Asia and Australia.