Sponsors

Please contact administrator@esop-canada.com if you are interested in sponsoring the 2017 conference.

Gold

Dale & Lessmann LLP Logo

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-speciality including ESOPs. Over the past 20 plus years, D&L has been involved in helping well more than 50 clients implementing ESOPs in all parts of Canada, from large and complicated to small and straight-forward.

www.dalelessmann.com

Silver +

ESOP Builders Inc.

ESOP Builders Inc.

Meet and Greet Welcome Reception Sponsor

ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership and Stock Option Plans (ESOPs) for small and medium sized private 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.

www.esopbuilders.com

Silver

iQmetrix

iQmetrix is a Vancouver-based software development company specializing in end-to-end retail solutions. We are a privately-held software as a service (SaaS) company with offices in Vancouver, Regina, Winnipeg, Charlotte (N.C.) and Sydney (Australia). We are also the market leader for retail management software among independent wireless retailers in the U.S. and Canada.

www.iqmetrix.com

Supporting

VeritableSoft Innovations

VeritableSoft Innovations Inc. is a Canadian Software Company dedicated to create innovative software solutions in a timely and cost effective manner for business.

Our mission is to provide user-friendly software solutions that fulfil specific operational and marketing needs for firms. Our Loyalty Shares program is a paradigm shift for companies who reward customers for their loyalty using points and product. Loyalty Shares is a platform that allows companies to reward their valued customers with stock, creating retention and referrals.

www.veritablesoft.com

Argus Machine Co. Ltd.

Founded in 1958, Argus Machine Co. Ltd. is an employee-owned manufacturing company operating out of Edmonton.

Argus Machine provides threading, custom machining and manufacturing services that support the drilling and completion of oil/gas wells around the globe. Argus Machine holds threading licenses from steel mills around the world, and supports their product in the North American market. There is no other manufacturer on the continent outside of Houston, Texas with the capabilities that Argus Machine holds in this area. Argus Machine also designs, manufactures and assembles proprietary products. The company holds multiple patents, and its high-quality products and solutions are used in most major oil producing areas of the world.

www.argusmachine.com

Maarschalk Valuations Inc.

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 ESOP’s and buy/sell transactions, (b) litigation support, including matrimonial and shareholder disputes, and (c) corporate re-organisations. Where appropriate MVI works closely with tax accountants, lawyers and other professional advisers to ensure continuity of service for the client.

MVI is led by Paul Maarschalk, CPA, CA, CBV, whose business valuations expertise is informed by thirty year’s experience in accounting, business advisory and business valuations work in Canada and overseas.

www.mvi.ca

Cando Rail Services

Cando Rail Services is an employee-owned company established in 1978 in Brandon, Manitoba. Cando has earned its reputation as an industry leader in providing railway support services to industry and the Class 1 railways. An international service provider, Cando offers rail services at more than 18 industrial sites across Canada and the United States, has more than 15 mobile engineering and track services crews, owns or manages several facilities and terminals, and operates three short line railways. Cando serves many industries including railway, oil and gas, refineries, fuel distribution, automotive, agriculture, potash, forestry products and intermodal. Industry and the rail sector can count on Cando’s unfailing commitment to safe, high value, cost effective and innovative solutions.

www.candoltd.com

TSI Network

TSI Network was founded in 1995 by renowned investment analyst Pat McKeough, and has two businesses, wealth management and investment publishing.

Successful Investor Wealth Management was founded in 1999 to provide portfolio management services to high net worth clients. The business reflects Pat McKeough’s independent, conservative investment philosophy, and has no ties to outside investment firms. The company handles over $650 million on behalf of its clients. The portfolios we have managed over 15 years have returned an uncommonly high average of 9.01% net per annum—after fees are deducted. Many clients were previously subscribers to TSI Network publications or members of its private investment group.

The publishing side of our business currently includes five newsletters (The Successful Investor, Stock Pickers Digest, Wall Street Stock Forecaster, Canadian Wealth Advisor and TSI Dividend Advisor) with two more scheduled to launch in 2017. It is also home to a private investment group, the Inner Circle.

www.tsinetwork.ca

Capacity Financial Consulting Inc.

Capacity Financial provides business valuations, transaction advisory and financial consulting services to the private and public sector clients.

We provide independent and objective business and asset valuations for a variety of purposes, including but not limited to employee share and option plans, mergers & acquisitions, financings, tax strategies, succession planning, financial reporting, civil litigation, family law and other disputes. Each valuation report is prepared by a Chartered Business Valuator (CBV) and is fully defensible and documented to withstand scrutiny from regulatory bodies, tax authorities and other stakeholders.

We have extensive experience in the valuation of technology businesses for both Canadian and US tax and financial reporting. Our valuations adhere to Section 409A of the Internal Revenue Code (“IRC”) and financial reporting purposes related to Financial Accounting Standards Board-Accounting Standards Codification Topic 718, as well as the with Standards
110, 120, and 130 of the Practice Standards of the Canadian Institute of Chartered Business Valuators (“CICBV”).

www.capacityfinancial.ca

Banff Lodging Co.

Banff Lodging Co. is a division of Banff Caribou Properties Ltd. (Caribou), an innovative and progressive hospitality and real estate company with approximately 900 employees. The company owns and operates hotels, restaurants, retail stores and attractions, as well as other divisions that include construction/real estate development, commercial leasing and residential property management. All of the assets and operating divisions of Caribou are located within Banff National Park, in the Town of Banff.

The Employee Stock Ownership Program (ESOP) was launched in 2008, motivated in large part by the founding shareholder’s vision both to create a meaningful investment opportunity for employees, and to perpetuate local ownership and “keep Banff in Banff”. The company is now up to almost 200 employee owners who live in the community.

The company’s strong sense of community continues to be evident. In addition to its extensive corporate support programs such as athlete sponsorships and a “kids-ski-for-free” program, it also funds and supports numerous other community initiatives through The Wim & Nancy Pauw Foundation, the private foundation of its principal and founding shareholder.

www.bestofbanff.com

The Achievement Centre

The Achievement Centre (TAC) provides professional development programs, coaching, and strategic planning to organizations throughout the world. TAC has developed a reputation for delivering results by focusing on the people side of business.

Through TAC’s paced-learning programs, organizations initiate behavioural changes, helping employees reach their full potential.

www.tacresults.com

In-Kind

Beau’s All Natural Brewing Company

Since 2006 Beau’s All Natural has been brewing interesting, tasty beers like our Lug Tread Lagered Ale using the best ingredients & local spring water. Our family takes pride in creating unique, wonderful and certified organic craft beer, conceived with honest consideration for the environment and our local communities, and delivered with a sense of friendly relationship. We are an award-winning, local, family-run, employee-owned, organic, and independent brewery.

www.beaus.ca

WestJet

WestJet was founded in 1996 by Clive Beddoe and a team of like-minded partners, who believed that just because you pay less for your flight, doesn’t mean you should get less.

Armed with that philosophy, three aircraft, five destinations and 220 friendly WestJetters, we began our journey — a journey that would help us become a company of more than 9,700 passionate WestJetters flying one of the youngest fleets of Boeing 737 Next-Generation aircraft to more than 88 destinations across our network. Our continued efforts toward responsible growth consider our impact to the environment, to the communities where we fly and to and the people we reach on a daily basis.

WestJet is offering our conference attendees 10% off the base fare* for travel into or out of Ottawa to anywhere WestJet flies in North America. Click here to get details on how to take advantage of this offer.

www.westjet.com

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