Dave began his career as a drilling hand when he was just a teenager. Then, in 1965 he began working at Shell Canada where he recognized the need to address environmental and waste management issues in the oil and gas industry. In 1970 he founded Dave’s Oilfield Services followed by co-founding Concord Well Servicing in 1979 which he grew to be the second largest well service company in Canada. In 1984, he founded Canadian Crude Separators (CCS).  As CEO and later Chair of the Board, Dave led the 2012 formation of Tervita Corporation, uniting CCS and 12 related divisions with $5+ billion in revenues and over 4,600 personnel.

An entrepreneur at heart, Dave started Werklund Ventures Ltd. to invest in private innovative companies. He is Founder and Chairman of Amity Lodges, the Chairman of Pure Environmental LLP, as well as a board member (Former Chair) of RS Technologies Inc.

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, Queen Elizabeth the II’s Platinum Jubilee Medal, as well as being inducted into the Calgary Business Hall of Fame and the at Canadian Petroleum Hall of Fame. He is also a past recipient of Canada’s Ernst & Young Entrepreneur of the Year Award for Canada.

You can read more on Dave’s achievements here.

Dave has also strived to enrich the lives of others through his invaluable philanthropic contributions to individuals, organizations and to his community through the Werklund Foundation and his own private donations. The Werklund Agricultural Technology Centre at Olds College, and the Werklund School of Education at the U of C are just a few examples of Dave’s philanthropic commitments.

In his personal life, Dave delights in time spent with grandchildren, and entertaining family and friends at his summer retreat Shuswap Lake in British Columbia, Canada. He is a classic car enthusiast, and he also takes great pleasure in his world travels.

Brian 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 Executive Director, serving in that position until retiring from the Werklund Group in 2010.

Brian retired from Chiniki First Nation as Chief Executive Officer on March 15, 2024. He continues to assist Chiniki First Nation in an ‘as needed’ capacity as a consultant. He also serves on the Board of a private college and on the Board of a not for profit. Brian is married to Debbie and they have three wonderful children, a very supportive son-in-law and two daughters-in-law and five amazing grandkids.

Tricia is Senior Investment Advisor and Portfolio Manager at Richardson Wealth, with over 25 years of investment 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 enjoys contributing to Calgary’s community, and has volunteered for several organizations over the past two decades. She is Chair of the Theatre Calgary Endowment Foundation and past board director of Theatre Calgary, and serves on the board of directors of the Calgary Health Foundation. When not attending arts events in the city, Tricia is usually in nature in the mountains – cross country skiing or hiking.

After completing his BFA in Sculpture at the Alberta College of Art + Design (now Alberta University of the Arts) in 2016, Mark and his wife, Lori, settled in the Okanagan, where he continues his studio practice and contributes to the local arts community. Alongside his artistic work, Mark is Chair of the Werklund Foundation and a director of Werklund PTC Ltd., and he shares the role of Executive Director of the Werklund Family Office with his sister, Deanna.

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.

Deanna is Executive Director of the Werklund Family Office with her brother Mark Werklund.

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 two joyful grandsons. 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.

With over 25 years of experience in leadership roles in the non-profit sector in the UK and Canada, Kathleen supports the Board of Directors and leads the development and execution of the Foundation’s giving strategy. Kathleen holds a BA (Communications) from the University of Calgary and a Masters in Voluntary Administration from London South Bank University.