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Employee Ownership Canada: Where Success is OWNED!

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2023 Canadian Employee Ownership Conference Sponsors



 

 

 

 

Conference Sponsors


Dale & Lessmann LLP

Dale & Lessmann LLP is a medium-sized, Toronto-based firm tracing its origins back over 90 years. D&L’s practice has four main areas of focus: Corporate-commercial law, primarily for private companies; Commercial real estate; Commercial litigation; and, Wills, estate planning and estate administration.


Our corporate-commercial practice has several areas of sub-specialty including ESOPS. Over the past 20 plus years, D&L has been involved in helping more than 50 clients implementing ESOPS in all parts of Canada, from large and complicated to small and straight-forward.








Session Sponsors








With offices in Calgary, Edmonton and Saskatoon, Felesky Flynn LLP, legal counsel, provides Canadian and international tax planning and tax representation and litigation advice to clients throughout Canada and internationally. Our highly qualified lawyers focus on solving difficult problems and are committed to maximizing value for our clients.

 


 

ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership Plans (ESOPs) for small and medium sized private Canadian businesses. As the largest provider of Canadian ESOPs for privately-held companies, we pride ourselves on combining passion and technical expertise to meet your company’s unique goals.

 

 



Maarschalk Valuations Inc. is a business valuations firm serving clients throughout Western Canada. MVI’s practice has three focus areas: (a) business transitions advisory, including ESOPS and buy/sell transactions, (b) litigation support, including matrimonial and shareholder disputes, and (c) corporate re-organizations. Where appropriate MVI works closely with tax accountants, lawyers and other professional advisers to ensure continuity of service for the client.



 







Service Provider Sponsors






THE FUTURE OF BUSINESS SUCCESS

Together, We Can Meet Your Biggest Challenges

Be part of Canada’s most activated business network, working together to create the conditions for our collective success.






Camilla Advisory Group Inc. helps small and medium sized businesses (SMBs) achieve their goals by providing professional expertise in Mergers and Acquisitions Advisory, ESOPs, Fractional CFOs and Executive Coaching. The synergy and experience of our team that has worked together for years is ready to help your business. Our personal experiences are rooted in farming and competitive team sports, which is represented in our logo. The wheat sheaf symbolizes revitalization, abundance, and good harvest, all of which are not possible without hard work, commitment, trust and skill. 






LoyaltyOptions is the Top Solution for Managing and Accounting for Employee Stock-based Compensation and Employee Ownership.

 

Our mission is to provide the best, easiest, most comprehensive and least expensive solution to manage and account for stock-based compensation plans.

 

Our commitment is to exceed our client's expectations every step of the way.

 


Established in 1996, Kalex Valuations Inc. has grown to become a leading boutique provider of independent business valuations, dispute support, tax dispute and transaction advisory services to our clients. Our firm has been involved in valuations and other engagements for clients ranging from small owner managed businesses to public corporations with multi-billion dollar market capitalization.

Our professionals have a wide range of experience as Chartered Business Valuators, asset and securities valuators, forensic and investigative accountants, Chartered Professional Accountants, Chartered Financial Analysts and trust and estate practitioners.

The firm has earned a reputation for providing objective and practical solutions to complicated business and financial problems for our clients in a cost-effective, timely and easy to understand manner.






 

 

 

100% Canadian Owned. We have 90+ stores across Canada.

Peavey Industries has grown significantly over the last decades, with our retail roots going way back to 1967. Originally National Farmway, the first location opened in Dawson Creek, BC and by 1975, the chain became known as Peavey Mart, a subsidiary of Peavey Company of Minneapolis. In 1984, the company returned to Canadian ownership and to this day remains 100% Canadian and employee owned. 

In 2017, Peavey Industries acquired TSC Stores, the Canadian company not affiliated with Tractor Supply in the US. TSC Stores, based in London, Ontario, operated 49 stores in Ontario and Manitoba at the time. In 2020, Peavey Industries acquired the Ace Canada license, to support and supply both Ace corporate stores and Ace dealer-owned businesses. As of spring of 2021, all TSC Stores locations have been converted to Peavey Mart stores and the TSC Stores brand officially retired.

Peavey Mart is a farm and ranch retail banner in Canada offering a unique selection of agriculture, farm and ranch, pet, work wear, lawn and garden, hardware and homesteading supplies for those who enjoy a down-to-earth rural lifestyle. 100% Canadian & employee owned.

 

 

 

 


We Build Relationships
At Mowbrey Gil, we aren’t working for our clients, we’re working with our clients, teaching them to work on their business, rather than in it. Our clients are diverse businesses, organizations, and individuals engaged in all facets of Canadian and international business, meaning their accounting needs are as unique as they are. Mowbrey Gil prides itself in accommodating for the specific and individual needs of our clients with a customized approach. Our personalized service offering provides our clients with multiple points of entry into our firm and ensures that they receive the attention they deserve.

We Build Teams
Our team of accessible professionals is dedicated to assisting our clients in achieving their objectives by providing assurance, financial reporting, and innovative tax and business advisory services. We know that owner-managed and family business’ require the sophistication, knowledge, and expertise to assist in executing their business plans, there you can count on us each step of the way. Our team approach ensures that complex transactions and businesses receive the level of professional service they require.

We Meet Your Needs
Accounting, auditing, and taxation is the core of our practice and it serves the most fundamental need of every business enterprise. From the most basic engagement for a start-up enterprise to complex audit and income tax issues for multi-tiered international organizations operating elaborate corporate structures, we tailor our core service offerings to meet the specific needs of each of our clients.

 

 

 


The VETS Group is a progressive group of mechanical, sheet metal and service divisions. With an outstanding team of professionals and hundreds of years of combined experience, each division passes the VETS test of HONOUR.

The growing VETS Group of companies includes:

VETS Sheet Metal
VETS Facility Services
Operating for more than nine decades, VETS Sheet Metal is the ‘grandfather’ of the VETS Group. This is the commercial and industrial HVAC and sheet metal fabrication division of the company. It is a well established company with the necessary talent, equipment and a shop large enough to handle a wide range of custom industrial and commercial HVAC needs.

VETS Facility Services recognizes the importance of providing dependable, quality service to its clients. The United Team at VETS is not only skilled in fabricating and installing HVAC systems and their components, they offer emergency repairs as well as proactive service and maintenance programs.

Be it sheet metal, or facility services, VETS has a proven track record in the industry and the community.  We have been around long enough to understand the link between quality craftsmanship and superior equipment performance.  In fact, it’s not uncommon for us to see original VETS customers with their antique Vets Sheet Metal Supreme furnace doors.  This serves as a great reminder that our products are built to last and that our exceptional servicing only adds to this longevity.


NSM Brand Media is a co-creative coaching, consulting and service agency specializing in helping small-to-midsize businesses grow through social media, marketing and content creation.

We believe every business, organization and individual has a unique and original voice that deserves celebrating and sharing. Differentiation and emotional connection come not just from what you do, how you do it or even why, but from WHO you uniquely are.

We think you can.

We’ll help you discover and share what your unique message is to help you stand out, connect and grow in the manner you deserve.

It’s all about the organic integration of a unique voice, shareable content and direct interaction with current and potential customers that will set your business apart and drive profitable sales.

Join our free "Little Engines" Small Business Support Community for ongoing connection, training, support and encouragement.

Attend one of our "Little Engines LIVE" events to create new connections and to gain actionable and uplifting insights and experience.

Join us at an upcoming public workshop or give us a call (519-670-5480) to discuss having us come to you.

We are your multimedia experiential small business support engine.

We think you can.
 





 



In-Kind Sponsors