Team

Duncan Adams joined TriWest in 2013 and is a Managing Director in the investment group. Prior to joining TriWest, Duncan worked as an Investment Banking Analyst at Canaccord Genuity. He was a generalist within the M&A, restructuring and corporate finance group and was responsible for performing f...

Jeff Belford joined TriWest at the inception of Fund II in 2003 from Swiss Water Decaffeinated Coffee Company Inc., a former TriWest portfolio company. Jeff contributes both financial and operations expertise to the TriWest team, having gained significant experience prior to joining TriWest. Jeff was...

Dave Connolly joined TriWest in 2011 and is a Managing Director in the investment group. Prior to joining TriWest, Dave worked at Blackmont Capital in the Investment Banking Group in Toronto, where he was involved in M&A advisory assignments and equity financings in a variety of industries, inclu...

Chad Danard joined TriWest in 2005. Prior to joining TriWest, Chad worked at Morgan Stanley in the Global Energy and Utility Group in New York and in the Canada Group in Toronto. While at Morgan Stanley, Chad was involved in a variety of M&A-related strategic advisory assignments, equity offering...

Dino DeLuca joined TriWest in November, 2015 as Chief Operating Officer, a newly created position with the launch of Fund V. As COO, Dino is responsible for and oversees a wide variety of areas within TriWest, including finance, investor reporting and relations, governance functions and administratio...

Katlyn Fix joined TriWest in 2014 and is a Controller in the finance group. Prior to joining TriWest, Katlyn worked as an accountant with MNP LLP where she provided assurance and tax services. Katlyn obtained her Charted Accountant (CA) designation in 2014 and has a Bachelor of Commerce degree (wi...

Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was actively involved in evaluating and conducting due diligence for new investment opportunities for Onex Partners Fund I. Previously, Ryan worked in the Canada Group of Morgan Stanley ...

Patrick Gobran joined TriWest in 2023 and is a Senior Associate in the investment group. Prior to joining TriWest, Patrick worked for Stifel FirstEnergy in the Investment Banking Group in Calgary, where he was involved in a number of M&A advisory assignments, equity, and debt financings across th...

Nicole Ireland joined TriWest in 2021 and is an Accountant in the finance group. Prior to joining TriWest, Nicole was a General Accountant at Walton Global Investments Ltd. where she was a part of the corporate accounting team. Nicole obtained her Bachelor of Commerce degree from the Haskayne Scho...

Ron Jackson co-founded TriWest in 1998, bringing with him over 25 years of experience in senior management with Burns Foods. He served as President of Burns Foods for the 10 years prior to founding TriWest, during which period the company expanded to generate over $1 billion in sales annually. Ron...

Lorne Jacobson co-founded TriWest in 1998 and, as Vice Chairman, contributes a wealth of knowledge in the areas of corporate development and law. From 1994 to 1998 he served as Vice President, Corporate Development and General Counsel of Burns Foods Limited. He was responsible for a variety of corpor...

Morgan Kalansky joined TriWest in July 2023 and is Senior Executive Assistant to Mick MacBean, Senior Managing Director.  Morgan brings over 15 years’ experience in the Investment Banking and Wealth Management industries to TriWest, with expertise in senior administrative support and Operations ma...

Ana joined the TriWest Finance team in 2022. Ana’s prior professional experience includes; private wealth, telecommunications, O&G services, professional services and the automotive sector.  Areas of expertise include; full cycle accounting, investment schedules, stewardship of personal and co...

Mick MacBean joined TriWest in 2010 as a Senior Managing Director and brings a wealth of operations, governance and financial experience to the TriWest team. After spending the early part of his career at an integrated advisory and private equity firm, Mick executed his hand as an entrepreneur, build...

Yuliia Makarova joined TriWest in 2023 as a Receptionist / Administrative Assistant. She supports Senior Managing Directors, a Managing Director and the Associate team. Yuliia is a highly skilled Project Assistant with experience at GFA Consulting  Group Gmbh, where she successfully led communicatio...

Logan Miller joined TriWest in 2018 and is a Vice President in the investment group. Prior to joining TriWest, Logan worked as an Investment Banking Analyst in BMO Capital Markets’ Global Energy Group, where he was involved in various debt and equity financings and M&A advisory mandates. Log...

Allie Moran joined TriWest in 2020 and is a Senior Associate in the investment group. Prior to joining TriWest, Allie worked as an Investment Banking Associate within TD Securities’ Global Energy group in Calgary, where she was involved in various M&A advisory mandates and equity and debt finan...

Norm Rokosh joined TriWest in 2010 as a Senior Managing Director and brings strong operations and governance experience to the TriWest team. Prior to joining TriWest, Norm was President/CEO of a number of publicly traded industrial and service companies with operations in Western Canada and internati...

Sydney Ross joined TriWest in 2024 and is a Manager of Tax & Compliance in the finance group. Prior to joining TriWest, Sydney was a Manager on the Specialty Tax team at MNP LLP, where she provided tax compliance and planning services. Sydney has a Bachelor of Commerce degree (with distinction) f...

Akash Sekar joined TriWest in 2024 and is an Associate in the investment group. Prior to joining TriWest, Akash worked as an Investment Banking Associate for CIBC Capital Markets in its Energy, Infrastructure & Transition group in Calgary, where he was involved in various M&A advisory mandate...

Agam Sivia joined TriWest in 2023 and is an Associate in the investment group. Prior to joining TriWest, Agam worked as an Investment Banking Associate for Credit Suisse in the Global Energy and Infrastructure group in Calgary, where he was involved in various M&A advisory mandates, and equity an...

Jon Spencer joined TriWest in 2007 and is a Managing Director in the investment group. Prior to joining TriWest, Jon worked at RBC Capital Markets in the Global Energy Group where he was involved in a number of public equity offerings and mergers and acquisition assignments. Jon currently serves a...

Mike Stone joined TriWest in 2021 and is a Vice President in the investment group. Prior to joining TriWest, Mike worked for TD Securities in the Global Energy Investment Banking Group in Calgary and the Diversified Industries Group in Toronto, where he was involved in a number of M&A advisory as...

Anita joined the finance team at TriWest in 2021. Her previous experience has been dedicated to the private client and high-net worth space. She has held senior positions with a private equity firm, family office, and several high-net worth individuals providing accounting and tax services. Anita ...

Phyllicia Thornhill joined TriWest in 2022 and is an Accounting Supervisor on the finance team. Prior to joining TriWest, Phyllicia was a Manager at MNP LLP, where she provided assurance, accounting and tax services. Phyllicia has a Bachelor of Commerce degree (with distinction) from MacEwan Unive...

John Watkins joined TriWest in 2011 and is a Senior Vice President in the finance group. Prior to joining TriWest, John was a Manager at MNP LLP where he provided assurance, tax and advisory services. John received a Bachelor of Commerce degree from the University of Alberta and has earned his Cer...

Katie Webber joined TriWest in April 2019 as Executive Assistant to the COO, Senior Managing Directors, Managing Directors, and Vice Presidents, she is a part of the Investor Relations team and is the Office Manager. Prior to joining TriWest, Katie has had experience in several industries, including ...