Dave began his career in 1965 at Shell Canada where he recognized the need to address environmental and waste management issues in the energy industry. He co-founded Concord Well Servicing in 1979 and grew it to the third largest well service company in Canada. In 1984, he founded Canadian Crude Separators (CCS). In 2012, CCS along with Hazco, Concord, Beck, HMI, Prodrill and seven others were rebranded to Tervita Corporation, a privately-held company with $5+ billion in revenues and over 4,600 personnel.
An entrepreneur at heart, Dave started Werklund Ventures Ltd. ("WVL") to invest in private innovative companies. He is Founder and Chairman of Payload, the CEO and Chairman of Pure Environmental LLP, and currently serves as the Chair of the Board for RS Technologies Inc., and Intelligent Wellhead Systems.
Dave’s success is punctuated by numerous accolades. Among his many honours, he has been recognized as a member of the Order of Canada, member of the Alberta Order of Excellence as well as being inducted into the Calgary Business Hall of Fame and the Canadian Petroleum Hall of Fame. He is also a past recipient of Canada’s Ernst & Young Entrepreneur of the Year Award.
Brian Evans was born and raised in Edmonton. He attended the University of Alberta where he received degrees in Arts and Law. After articling and working as an associate with the Emery Jamieson law firm in Edmonton, he moved with his wife, Debbie, to Canmore and established Canmore's first full-time law office.
After 13 years of practice in Canmore, he was elected the MLA for Banff-Cochrane in 1989 and served as MLA until he retired from government in 1997. During his time in government Brian served as Minister of Environmental Protection and as the Minister of Justice and Attorney General. Upon retirement from government Brian joined the Miller Thomson law firm in the Calgary office. In 2006, Brian left Miller Thomson and joined the Werklund Group as an Executive Director, serving in that position until retiring for the Werklund Group in 2010. Brian is currently CEO of Chiniki First Nation and Executive Advisor of Tecskor Corporation as well as serving on a number of not for profit and for profit boards. Brian is married to Debbie and they have 3 wonderful children, a very supportive son-in-law and daughter-in-law and 5 amazing grandkids.
Tricia is Director, Wealth Management and Portfolio Manager at Richardson GMP, with over 20 years of industry experience. Tricia holds the Chartered Financial Analyst (CFA ) designation, an MA in philosophy from Dalhousie University and undergraduate degrees with distinction in English and Philosophy from the University of Calgary. In 2014, she completed the Institute for Corporate Directors Not For Profit certificate.
Tricia has volunteered with several not for profit organizations during her professional career. Tricia is the Vice-Chair at Theatre Calgary and is past chair of the Theatre Calgary Endowment. Tricia is also President of the Calgary Allied Arts Foundation; a past board member of the Calgary CFA Society and committee member for the Calgary CFA Women in Investment Management conference. Prior to joining the financial services industry, Tricia worked in research and teaching positions in philosophy at Dalhousie and the University of Calgary. When not attending art and film events in the city, Trish is usually in the mountains - cross country skiing, hiking, or travelling.
Having graduated from the Alberta College of Art & Design in 2016 with a BFA in Sculpture, Mark and his wife Lori have settled in the Okanagan where he has his own art studio and is involved in the arts community. In addition to his role as a director on the Werklund Foundation, Mark is also a director of Werklund PTC Ltd.
Deanna Werklund is a passionate community builder and long-time volunteer with a heart for initiatives that help people help themselves. Based in Calgary, she has spent years supporting organizations that uplift individuals and strengthen communities through empowerment and education.
Deanna is currently in her seventh year of a nine-year commitment as a volunteer board member with the Calgary Counselling Centre, where she contributes to advancing mental health services and support. She also helped establish Women’s Entrepreneurship Day Organization (WEDO) Canada as a registered charity, promoting women’s economic empowerment and leadership across the country.
With an MBA and an ICD.D designation, Deanna brings a thoughtful, strategic lens to all her work—balancing business acumen with a deep sense of social responsibility.
Beyond her professional and volunteer commitments, Deanna is a proud mom to two grown children and a grandmother to a joyful grandson. Her home life is made even livelier by her beloved puppy, Louie.
Sean Morgan is the Chief Executive Officer for Werklund Family Office Inc., a single-family office preserving the legacy of the Werklund family by managing their financial, personal and philanthropic affairs. His primary responsibilities include wealth management oversight, developing and executing investment strategies, ensuring financial sustainability, assisting with family governance, and aligning all operations with the family's values and long-term goals.
Mr. Morgan has over twenty-five years of financial analysis and accounting experience with a specific focus on investment management and financial, tax and regulatory reporting.
Prior to joining Werklund in 2015, Mr. Morgan was the Chief Financial Officer and Chief Compliance Officer for Priviti Capital Corporation, a private equity firm specializing in the Canadian energy industry. Prior to joining Priviti, Mr. Morgan held a position as Controller for the Calgary Flames Limited Partnership and was previously the Chief Financial Officer of an investment fund management company with over $2 billion assets under management.
Mr. Morgan holds a Bachelor of Commerce (Great Distinction) from the University of Saskatchewan. He is a member of the Chartered Professional Accountants of Canada, a CFA Charterholder, and a certified Family Enterprise Advisor.
Mr. Morgan is committed to community involvement, actively supporting a variety of non-profit initiatives. Outside of work, he enjoys playing hockey and spending time in the mountains with his wife and two children.
Brian Milne practises in the areas of Canadian tax and charities law. He regularly advises public and private businesses, investors and lenders on a wide range of corporate tax matters, including planning related to acquisitions, financing, and cross-border structuring, as well as the resolution of disputes with the Canada Revenue Agency. Brian also devotes a portion of his practice to advising charitable and non-profit organizations and foundations on matters such as governance, charitable gifting and the structuring of social enterprises.
Brian presently serves on the boards and committees of several charities and has previously served as president of the Canadian Petroleum Tax Society and chair of the Taxation Section of the Canadian Bar Association (Alberta-South). In addition, Brian spent a number of years as the president of both the Sled Island Music and Arts Festival and Calgary's oldest artist-run gallery space, The New Gallery, and was formerly the chair of the community radio station CJSW 90.9 FM, where he hosted a weekly radio show for many years.
"Leadership and learning are indispensable to each other."
~ John F. Kennedy