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Tristone Capital named Best Advisory Firm of the Year at World Junior Oil & Gas Awards Waqar Syed, Tristone Capital Vice President & Director, Institutional Research, Denver, named as a top 3 stock picker for Oilfield Services by the Financial Times/Starmine. John Tasdemir, Principal, Institutional Research, ranked #1 Canada Energy Services Industry Stock Picker by Financial Times/StarMine. énergie'08 brought together over 80 global energy companies and over 170 institutional investors in Paris, France. Mark the date for énergie'09, May 11-15, 2009, Tristone's 2nd annual global energy investment conference.

George F.J. Gosbee  —  Chairman, President and C.E.O.

Mr. Gosbee founded Tristone Capital Inc. in September, 2000. Prior to Tristone, Mr. Gosbee was a Managing Director at Newcrest Capital Inc., a Canadian national investment firm. Mr. Gosbee joined Newcrest after 5 years with the energy investment firm of Peters & Co. Limited, where he was a Managing Director and served on the Executive Committee.

Mr. Gosbee holds a Bachelor of Commerce degree from the University of Calgary. In 2004 Mr. Gosbee was named by the Globe and Mail's Report on Business as one of Canada's 40 Under 40. As well, for the past three years Alberta Venture Magazine has chosen him as one of Alberta's 50 Most Influential People. In 2005 Ernst and Young named him the Prairie Region Entrepreneur of the Year.

Mr. Gosbee is Vice Chairman of the Alberta Investment Management Corporation (AIMCo), the $70B Government of Alberta fund. Mr. Gosbee is also Chairman of the Board for the Alberta College of Art and Design (ACAD), a board member of the Alberta Economic Development Authority, Edge School and The Libin Cardiovascular Institute of Alberta. He is a past board member of the Banff National Mountain Centre, the Sandy Cross Conservation Foundation and the Art Gallery of Calgary.

Tristone Capital Corporate Directory

Tom Ebbern

Managing Director, Investment Banking

Mr. Ebbern joined Tristone in September 2002 and is currently Managing Director of Investment Banking.  His transaction experience includes conventional oil and gas, renewable energy, energy infrastructure, energy technology and oil sands.   Previous to investment banking, Mr. Ebbern was a senior oil and gas analyst for 10 years with the most recent position of Managing Director of Research at Tristone.  Prior to being an energy research analyst, he spent 15 years with three Canadian energy companies in roles including exploration geophysics, business development, energy marketing, midstream development, and project financing.

Mr. Ebbern holds a Bachelor of Science degree in Geological Engineering (Geophysics) from Queens University and an M.B.A. from the University of Western Ontario. Mr. Ebbern is a director of Wellspring Calgary (a cancer support centre) and is a volunteer on the Major Giving Committee of the Calgary United Way.

David M. Vetters

Managing Director, Investment Banking

Mr. Vetters joined Tristone as a Managing Director in Investment Banking in July 2005. Prior thereto, he spent nine years at BMO Nesbitt Burns Inc and National Bank Financial Inc. His experience has been focused on the energy sector and includes transactions for oil and gas producers and royalty trusts, oil and gas service companies, electric and pipeline utilities, and mining companies. Mr. Vetters' transactional experience includes leading numerous equity and debt financings, merger and acquisition assignments and reorganizations and several restructuring assignments.

Prior to BMO Nesbitt Burns Inc., Mr. Vetters spent three years with Price Waterhouse with work focused on audit and consulting assignments for oil and gas producers and various non-oil and gas clients. Mr. Vetters is a Chartered Accountant and holds a Bachelor of Business Administration degree.

Thomas E. MacInnis

Managing Director, Investment Banking

An original founder of Tristone, Mr. MacInnis focuses on corporate mergers and acquisitions, asset transactional activity, capital raising, and strategic advice for both public and private Canadian energy companies. Mr. MacInnis' transactional expertise and experience includes leading a wide variety of merger and acquisition, asset divestiture, strategic direction, and equity capital financings. Mr. MacInnis was previously an investment banker at a Canadian national investment firm and prior thereto a member of the merchant banking team at an energy focused investment management and merchant banking firm. Mr. MacInnis holds a Bachelor of Commerce degree from Saint Mary's University, a Petroleum Engineering degree from Southern Alberta Institute of Technology, and an M.B.A. degree from the Richard Ivey School of Business at the University of Western Ontario.

Tyson Birchall

Vice President, Investment Banking

Mr. Birchall joined Tristone in June 2004 and is currently an Vice President, Investment Banking. Mr. Birchall holds a Bachelor of Business Administration (Honours) degree from Acadia University where he graduated as a member of the Dean's List and as a University Scholar. Mr. Birchall has passed the Level III test of the Chartered Financial Analyst program.

Arun Chandrasekaran

Principal, Investment Banking

Mr. Chandrasekaran joined Tristone as an Associate in Investment Banking in September 2006. Prior to joining Tristone, he was with National Bank Financial's Corporate and Investment Banking Division and has also served as an Oil and Gas Analyst for Canadian Natural Resources Ltd. Mr. Chandrasekaran holds a Bachelor of Commerce Cooperative Education degree from the University of Alberta where he graduated with Distinction and as a member of the Dean's List.

Josh Woitas

Principal, Investment Banking

Mr. Woitas joined Tristone in May 2005 and is currently an associate in the Investment Banking department. Mr. Woitas holds an MBA from the University of Calgary and a Bachelor of Commerce with specializations in Finance, International Business and Risk Management. Mr.Woitas was also recognized as a four time Academic All Canadian athlete while serving as Co-Captain of the University of Calgary men's hockey team.

Matt Jenkins

Associate, Investment Banking

Mr. Jenkins joined Tristone as an Associate in Investment Banking in August 2008. Prior to joining Tristone, he was an Associate with National Bank Financial's Corporate and Investment Banking Division in Calgary.  His experience has been focused in the energy sector and includes advisory work for trusts, producers and service companies.

Mr. Jenkins is level II candidate in the Chartered Financial Analyst program and holds a Bachelor of Commerce degree from the University of Calgary’s Haskayne School of Business with a major in finance.  While at the University of Calgary, Mr. Jenkins was a four time Academic All Canadian with the men’s hockey team and served as an elected member of the Student Legislative Council.

Allan Berg

Analyst, Investment Banking

Mr. Berg joined Tristone in May 2007 as an Analyst with the Investment Banking group. He completed the Bachelor of Commerce program at the University of Alberta School of Business in 2007, receiving a degree in Honours Finance with First Class Honours. Mr. Berg is currently enrolled as a Level 2 candidate in the Chartered Financial Analyst program.

Evan Morton

Analyst, Investment Banking

Mr. Morton joined Tristone's Investment Banking Group in May 2007. Mr. Morton graduated with distinction with a Bachelor of Commerce from Dalhousie University, specializing in Finance. While at Dalhousie he earned Academic All-Canadian honours and was awarded the D.C. Mackay Award for Money Management. He is a CFA candidate in the Chartered Financial Analyst program and has passed the level 1 exam.

Chris Muldoon

Analyst, Investment Banking

Mr. Muldoon joined Tristone's Investment Banking Group in May of 2007. Prior to joining Tristone, Mr. Muldoon worked in Research for an energy focused investment bank and managed his own business.

Mr. Muldoon graduated with Distinction from the Sauder School of Business at the University of British Columbia, with specialization in Finance.

Andrew Osborne

Analyst, Investment Banking

Mr. Osborne joined Tristone in January of 2008, and is currently an analyst in the Investment Banking department. Mr. Osborne graduated from the University of Calgary's, Haskayne School of Business in 2007, with a concentration in Finance. He is currently enrolled as a Level I candidate in the Chartered Financial Analyst program. Prior to joining Tristone, Mr. Osborne managed his own custom home building business, building spec homes in Calgary's inner city.

Matthew Kielbasinski

Analyst, Investment Banking

Mr. Kielbasinski joined Tristone's Investment Banking group in June of 2008. Prior to joining Tristone, Mr. Kielbasinski worked in the Investment Valuations department for a Boston-based Financial Services firm.

Mr. Kielbasinski graduated with distinction from McMaster University’s, DeGroote School of Business in 2008, with a concentration in Finance. He is currently enrolled as a Level 2 candidate in the Chartered Financial Analyst program.

Daniel P. Gatto

Principal, Acquisitions & Divestitures

Mr. Gatto joined Tristone in 2001. Prior to Tristone, Mr. Gatto was a senior geologist at a mid-sized Canadian producer in the Business Development group. Mr. Gatto was responsible for generating and evaluating corporate and asset acquisition opportunities as well as divestiture and rationalization programs. Mr. Gatto has 29 years of experience as a Petroleum Geologist both as an independent consultant and with several Canadian E&P companies. In addition to the diverse Western Canadian exploration and business development background, is project experience in South America, Southern Europe, North Africa, Canadian Beaufort Sea / Mackenzie Valley as well as Unconventional reservoirs.

Mr. Gatto holds a Bachelor of Science degree in Geology from the University of Calgary.

Ian van Staalduinen

Principal, Acquisitions & Divestitures

Mr. van Staalduinen has over seventeen years of technical experience in the oil and gas industry. Most recently, Mr. van Staalduinen headed up his own engineering consulting firm focusing primarily on acquisitions. Prior thereto, he was Vice President of a engineering consulting group and Chief Operating Officer of a Canadian oil and gas service company. He previously spent 10 years with a senior Canadian producer in a variety of roles including reservoir engineering, economic evaluations, exploration engineering, as well as acquisitions and dispositions.

Mr. van Staalduinen holds a Bachelor Applied Science degree in Chemical Engineering.

Wendy Smith Low

Principal, Acquisitions & Divestitures

Ms. Smith Low joined Tristone in 2002, from a Canadian oil and gas service company where she served as a Vice President and an Officer. Prior thereto Ms. Smith Low spent 7 years with a senior Canadian E&P company in a number of exploration engineering and research capacities. Ms. Smith Low holds a Bachelor of Science from the University of Calgary.

Sean Sodero

Principal, Acquisitions & Divestitures

Mr. Sodero has recently joined Tristone Capital and brings 13 years of work experience. Prior to this appointment, Mr. Sodero was Manager of Reservoir Engineering at a mid-sized, gas-focused Canadian producer. He has also worked as a senior reservoir simulation engineer on international and western Canadian oil projects for a major independent producer. Mr. Sodero holds a Master of Science Degree in Chemical Engineering and a Bachelor of Science Degree in Chemical Engineering from the University of Calgary.

Naomi Kerr

Principal, Acquisitions & Divestitures

Ms. Kerr joined Tristone in 2002. Prior to joining Tristone, Ms. Kerr was president of a successful consulting company for 12 years, providing support to the oil and gas industry. Prior thereto, she worked as a geologist for several majors. Ms. Kerr holds a Bachelor of Science Degree in Geography from the University of Alberta and a Bachelor of Science Degree in Geology from University of Calgary.

Louie A. Marchesin

Principal, Acquisitions & Divestitures

Mr. Marchesin joined Tristone in July 2004. With over 25 years of upstream oil and gas experience in Western Canada, Mr. Marchesin has held technical, consulting and management positions with intermediate to major producers. His diverse engineering experience and knowledge covers the areas of production engineering, operations, completions, exploitation, development, evaluations, and acquisitions and divestitures. Mr. Marchesin holds a Bachelor of Science in Engineering from the University of Alberta, is a registered professional engineer, a member of the CIM and is involved with the Calgary-Chinook Scout Foundation.

Steve Woima

Principal, Acquisitions & Divestitures

Steve Woima joined Tristone in June 2006. Most recently Mr. Woima was VP Exploration of a private exploration company. Mr. Woima has over 14 years of oil and gas exploration experience with primarily junior to major independent exploration and production companies. Mr. Woima has been a successful prospect generator and evaluator with a strong track record of finding oil and gas in Western Canada. Mr. Woima holds a Bachelor of Science degree in Geology from the University of Calgary.

Todd Keenan

Junior Engineer, Acquisitions & Divestitures

Mr. Keenan joined Tristone's acquisitions and divestitures department in 2007. Prior to joining Tristone, he worked as a simulation engineer for a reservoir engineering consulting company. Mr. Keenan graduated with distinction from Queen's University with a degree in Engineering Physics and is currently finishing his Masters of Engineering degree at the University of Calgary specializing in Multidisciplinary Reservoir Characterization.

Cliff A. Johnson

Associate, Acquisitions & Divestitures

Mr. Johnson joined Tristone in September 2003 as an analyst in Investment Banking. In June 2006 he transferred to Tristone's Acquisitions and Divestitures group. Mr. Johnson holds a Bachelor of Commerce with Distinction from the University of Calgary where he specialized in Finance.

Joyce L. Kennedy

Associate, A&D (Geology)

Ms. Kennedy has 20 years of experience in the oil and gas industry including several senior Canadian and US exploration and production companies. Prior to joining Tristone in 2004, Ms. Kennedy was a Principal Consultant with Landmark Graphics Canada. Ms. Kennedy holds Bachelor of Science degrees in Geology and Computer Science from the University of Saskatchewan.

Emma O'Marr

Associate, Acquisitions & Divestitures

Emma O'Marr joined Tristone's Acquisitions and Divestitures group in October 2007 from a private exploration company. Ms. O'Marr has 18 years of exploration experience in the oil and gas industry working primarily as a Geological Technologist for small to intermediate Canadian companies. Ms. O'Marr holds a Bachelor of Science degree in Zoology from the University of Calgary.

Darlene J Ward

Associate A & D (Engineering)

Ms Ward joined Tristone in 2004 as an Associate, Acquisition and Divestitures. Ms Ward has 15 years experience as an Operations Technologist with Junior E & P companies and holds a Petroleum Technology Diploma from Southern Alberta Institute of Technology.

Shelly Hopp

Associate, Acquisitions & Divestitures

Shelly Hopp joined Tristone in 2002. Prior to Tristone she spent eight years with a publicly traded oil and gas service company. Ms. Hopp has developed skills in data management and technical document development. Ms. Hopp is an active volunteer with The Cystic Fibrosis Foundation.

Andrea Vogel

Associate, Acquisitions & Divestitures

Ms. Vogel joined the Tristone A&D Group in March 2005. She gained experience in the oil and gas industry as an assistant in an oil and gas research firm and in corporate finance. Ms. Vogel has completed both the Geology and Engineering Technician programs at SAIT.

Kelly Wylie

Associate, Acquisitions & Divestitures

Ms. Wylie joined Tristone's A&D team in 2004. Ms. Wylie brings with her over 13 years of executive assistant experience, 9 years at an advertising agency and has now worked in the oil and gas industry for over 4 years. Ms. Wylie is a Senior Associate on the International Agriculture Committee for the Calgary Exhibition and Stampede. She has served over 8 years on the committee and continues to be actively involved with the Calgary Stampede.

David M. Vankka

Managing Director, Institutional Trading

Mr. Vankka joined Tristone in September, 2002 as Managing Director, Institutional Trading. Prior to that, he spent seven years at Peters & Co. Limited, a Canadian energy investment bank. During his time at Peters & Co., the company was one of Canada's most active traders of oil and gas securities. Mr. Vankka was most recently Co-Head, Institutional Trading and preceded that as Principal, Corporate Finance.

Mr. Vankka is a Chartered Accountant and holds a Chartered Financial Analyst designation. He has a Bachelor of Commerce degree with distinction from the University of Calgary.

Andrew Abbott

Managing Director, Institutional Trading

Mr. Abbott joined Tristone in May 2002 as Managing Director, Institutional Trading. He was previously Vice President - Trading responsible for setting up the institutional trading department at Acumen Capital Partners. Prior to Acumen, Mr. Abbott was an institutional trader at Newcrest Capital Inc. and Peters & Co. Limited. He began his career in Toronto in 1986 and spent 9 years working as an institutional trader for Canagex, McNeil Mantha and Merrill Lynch Canada.

Mr. Abbott holds a Bachelor of Arts degree from the University of Calgary.

Kerk Hilton

Vice President, Institutional Sales

Mr. Hilton joined Tristone in May 2006 in institutional sales. Prior to joining the firm, he spent the last three years at Canetic Resources Trust where he was employed as Director, Investor Relations, through its growth from a $400 million market capitalization to approximately $5 billion. He began his career in Canada's oil and gas industry in 1994 with the Petroleum Services Association of Canada, and has also served in senior investor relations capacities at Prudential Steel Ltd. and Enserco Energy Service Co. Ltd., both which were acquired by U.S. competitors. He holds a Bachelor's degree from Mount Royal College.

Robert F. Colcleugh

Managing Director, Institutional Sales

Before joining Tristone in September of 2002, Mr. Colcleugh ran Duke Energy's power marketing business in the de-regulated Ontario electricity market. Previously, Mr. Colcleugh managed Duke's Canadian energy merchant banking business which focused on investing in oil and gas producers and properties. Before Duke, Mr. Colcleugh spent 2 years with a private boutique merchant banking firm structuring and investing resource flow -through limited partnerships. Prior thereto, Mr. Colcleugh worked at the Investment Funds Institute of Canada.

Mr. Colcleugh holds a Bachelor's degree in Economics and an MBA from the Richard Ivey School of Business at the University of Western Ontario.

Warren G. Robinson

Managing Director, Institutional Sales

Mr. Robinson joined Tristone in October 2003 as Vice President, Institutional Sales. Before joining Tristone, he worked in the institutional sales division of TD Newcrest/Newcrest Capital for four years. Prior to that, Mr. Robinson spent two years working for Loewen, Ondaatje, McCutcheon Ltd., an institutional equity firm.

David G. Street

Managing Director, Institutional Sales

Mr. Street, MBA, has spent more than 15 years specializing in Canada's oil and gas industry. As an institutional oil and gas research analyst, he gained marketing and finance expertise while a member of two of Canada's most successful oil and gas companies. Prior to joining Tristone, Mr. Street was with Griffiths McBurney Partners. Since 1997, he has been an integral member of Calgary's oil and gas research business. In addition to his work with GMP, Mr. Street has been a director of the Small Explorers and Producers Association of Canada since 1995. Mr. Street became a partner in 1999.

Mr. Street holds an Honors Bachelor of Arts degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario.

Kelly Grosky

Vice President & Director, Institutional Trading

Mr. Grosky joined Tristone Capital Inc. in March 2002. Prior to Tristone, he was Vice-President, Operations and Chief Compliance Officer at a boutique Canadian Investment firm. Prior thereto, Mr. Grosky spent five years at RBC Dominion Securities and TD Securities in various trading capacities.

Mr. Grosky holds a Bachelor of Arts degree from the University of Calgary and a Fellowship awarded by the Canadian Securities Institute. Mr. Grosky has represented Canada internationally as a member of National Volleyball Team and professionally as a player in the European leagues.

Eric Bruce

Associate, Institutional Trading

Mr. Bruce joined Tristone in March 2007 as Associate, Institutional Trading. Prior to joining Tristone, Mr. Bruce worked for TD Waterhouse in a retail trading capacity for high value clients. Preceding TD Waterhouse, Mr. Bruce worked as a Proprietary Equity Trader for an international day trading firm. Mr. Bruce holds a Bachelor of Arts degree from the University of Lethbridge and is a candidate in the Chartered Financial Analyst program.

Michael Rayton

Associate, Institutional Sales

Mr. Rayton joined Tristone as an Investment Advisor with the private client group in November 2005, and has recently moved to the Institutional Sales group. Prior to that, he spent 5 years in the private client division at RBC Dominion Securities Inc. where he specialized in complete portfolio management with a primary focus on the energy industry. Mr. Rayton now focuses exclusively on the global energy sector and is committed to providing our institutional clients with the most comprehensive energy investment advice.

Mr. Rayton has a bachelors degree in Economics from the University of Calgary and holds the Financial Management Advisor (FMA) designation from the Canadian Securities Institute.

Christopher Theal

Managing Director, Institutional Research

Mr. Theal joined Tristone in September 2002 and is responsible for institutional equity research. Prior to Tristone, he was a research analyst at CIBC World Markets Inc. for four years. Prior to CIBC, Mr. Theal was a corporate analyst for a major Canadian integrated oil and gas company. Mr. Theal was previously an officer in the Canadian Navy and is decorated with the Canadian Peacekeeping Service Medal for UN service abroad.

Mr. Theal has a Bachelor's degree, with distinction, in Economics and Political Science from Royal Roads Military College and an M.B.A. degree from the University of British Columbia. Mr. Theal is a Chartered Financial Analyst. He is a member of the Executive Committee of the Calgary Branch of the RMC Club of Canada.

Chris Feltin

Vice President & Director, Institutional Research

Prior to joining Tristone in 2004, Mr. Feltin was employed as a project management consultant for several senior Canadian oil and gas producers. Mr. Feltin has had various technical roles in the upstream energy industry including production, field operations and reservoir engineering. He has previously acted as an executive member of the Heavy Oil section of the Petroleum Society of CIM.

Mr. Feltin holds a Bachelor of Applied Science in Industrial Systems Engineering and is a registered Professional Engineer with APEGGA. He also holds an MBA from Queen's University with a finance specialization.

Jeff Janzen

Associate, Institutional Research

Mr. Janzen joined Tristone in September 2007 as an Institutional Research Associate. Prior to joining Tristone, Mr. Janzen worked for 4 years in the upstream portion of a large US integrated Oil and Gas Company in various planning and financial roles. Mr. Janzen holds a Bachelor of Arts in Economics from the University of Calgary and is a Chartered Financial Analyst.

Cristina Lopez

Vice President & Director, Institutional Research

Ms. Lopez joined Tristone in 2004. Her most recent duties include the coverage of the Royalty Trust sector. Prior thereto, Ms. Lopez worked at a Canadian Investment Bank as an Institutional Research Associate with responsibilities in aiding in the coverage of various Oil & Gas Producers and Oil & Gas Service Companies.

Ms. Lopez holds a Bachelor of Commerce degree in Finance and a Bachelor of Arts in Spanish from the University of Calgary. Ms. Lopez is a Chartered Financial Analyst chartholder.

Don Rawson

Vice President & Director, Institutional Research

Mr. Rawson joined Tristone in 2003, having gained over 13 years of finance experience from various corporate and corporate advisory roles. Most recently, Mr. Rawson acted as a consultant to the target in a major Canadian M&A transaction, assisting in the conversion of the target into a Trust. Prior thereto, Mr. Rawson held senior roles in corporate development and planning at a senior Canadian producer and a global diversified company, focused on M&A activities. Previously, he worked in investment banking and capital markets for five years at Nesbitt Burns in Calgary and Toronto.

Mr. Rawson holds a Bachelor of Commerce degree with Distinction from the University of Alberta, and an M.B.A with Honors from the University of Chicago.

John Tasdemir

Principal, Institutional Research

Mr. Tasdemir joined Tristone Capital in March 2006 to establish research coverage of the Oilfield Service sector. Prior thereto, Mr. Tasdemir spent 10 years as an Oilfield Service analyst for Raymond James & Associates. Mr. Tasdemir previously worked for Zurich Kemper Investments in Chicago, and also served as an analyst on the William C. Conner Investment fund.

Mr. Tasdemir is a graduate of Texas Christian University where he received his degree in finance.

Jan Cerny

Equity Research Analyst

Mr. Cerny joined Tristone in June of 2006. Prior to joining Tristone, Mr. Cerny was an Institutional Research Associate with Peters & Co., specializing in the Oilfield Services Sector. Prior thereto, Mr. Cerny articled with Ernst and Young in the Corporate Audit and Assurance Group.

Mr. Cerny holds a Bachelor of Commerce degree in Accounting from the University of Calgary and a Chartered Accountant designation.

Leon Knight

Equity Research Analyst

Mr. Knight joined Tristone in September 2004 as a Research Associate. His most recent duties focus primarily on junior oil & gas producers and royalty trusts. Prior thereto, Mr.Knight worked as a junior analyst for a senior Canadian oil and gas producer. Mr.Knight holds a Bachelor of Commerce degree in Finance from the University of Calgary and is a Level II Candidate in the Chartered Financial Analyst program.

David Popowich

Equity Research Analyst

David joined Tristone in February 2006 as an Institutional Research Associate. Prior to that, he was employed as a Geologist with a senior Canadian producer, gaining exploration experience with a variety of plays in the Western Canadian Sedimentary Basin. David holds a Bachelor of Science in Geology from the University of British Columbia and an MBA from the University of Victoria.

Ray Kwan

Associate, Institutional Research

Mr. Kwan joined Tristone in April of 2007 as an Institutional Research Associate. Prior thereto, Mr. Kwan spent close to 4 years working in various technical roles in the downstream energy sector including operations, process design, and project engineering. Mr. Kwan holds a Bachelor of Science degree in Chemical Engineering, with Distinction, from the University of Alberta and is a registered Professional Engineer in Training with APEGGA. He has also passed all 3 levels of the CFA examination and will be eligible for the Chartered Financial Analyst designation upon completion of the required work experience.

Charlene Liu

Associate, Institutional Research

Ms. Liu joined Tristone in August 2008 as an Institutional Research Associate.  Prior thereto, she spent nearly two years at ARC Financial Corp. as a junior investment analyst in the Oil & Gas group. 

Ms. Liu holds a Bachelor of Commerce degree in Finance from the University of Calgary, and is a Level III Candidate in the Chartered Financial Analyst program.

Lane Mosby

Vice President & Director, Private Client Group

Mr. Mosby joined Tristone Capital in March of 2003 as an Investment Advisor for the Private Client Group. Prior to joining the firm, Mr. Mosby was employed at RBC Dominion Securities where he specialized in the Oil & Gas sector and alternative investments. While at RBC, he built a very successful business offering his clients a wide variety of investment products including portfolio management, life insurance and retirement planning. Mr. Mosby provides access to Institutional Research & Trading as well as various investment opportunities including new issues of both public and private companies and flow-through share offerings to our retail clientele.

Mr. Mosby is also involved in minor hockey in various capacities from coaching to fundraising for local teams and tournaments.

Peter Dunham

Investment Advisor, Private Client Group

Mr. Dunham joined Tristone Capital in September 2004 as Investment Advisor in the Private Client Group. Prior to Tristone, Mr. Dunham was an Investment Advisor for 3 years with an independent Canadian Investment dealer focusing on the oil and gas sector. Mr. Dunham holds a Bachelors degree in Economics with a concentration in Applied Energy and is currently working towards a designation as a Fellow of the Canadian Securities Institute (FCSI)

Michael O. Kehler

Chief Operating Officer

Mr. Kehler joined Tristone in May of 2002. Mr. Kehler was Chief Financial Officer of an emerging national investment dealer where he was active in investment banking activities. From 1999 to 2001, Mr. Kehler was the Chief Financial Officer of a telecommunications company in Calgary, focused on mergers and acquisitions. Prior to 1999, Mr. Kehler held various positions over a seven year period with a major international accounting firm culminating in the position of Senior Manager - Corporate Finance.

Mr. Kehler holds a Bachelor of Commerce degree from the University of Saskatchewan and has the designations of Chartered Accountant, and Chartered Financial Analyst.

Mary Leigh McRiane

Office Manager & Human Resources Administrator

Ms. McRiane joined Tristone in May 2008 as Office Manager & Human Resources Administrator. Prior to joining Tristone Ms. McRiane was at Raymond James for 14 years culminating in her title as Branch Administrator and Executive Assistant, Managing a staff of 85 people. Prior to Raymond James, Ms. McRiane was at McDermid St. Lawrence, a boutique trading firm specializing in Junior Capital Pools and venture trading. Prior thereto Ms. McRiane was at CIBC Wood Gundy as a  Sales Assistant and then as Branch Administrator overseeing a group of 75 employees. Ms. McRiane started her industry experience with First Marathon Securities in 1989 and has called Calgary home for the last 20 years.

Lynn Tsutsumi

Vice President Finance

Ms. Tsutsumi joined Tristone in January 2007. Prior to joining Tristone, Ms. Tsutsumi was the Manager, Financial Compliance at the Investment Dealers Association of Canada. For almost six years prior to joining the IDA, Ms. Tsutsumi was Chief Financial Officer and Vice President of a Canadian boutique brokerage firm, where she was also involved in investment banking activity. Ms. Tsutsumi obtained her Chartered Accounting designation with Ernst & Young Chartered Accountants in 1994, and commenced her securities industry career at the Alberta Stock Exchange in 1995, where she was responsible for financial and sales compliance, as well as corporate finance regulation.

Hinson Ng

Chief Compliance Officer

Mr. Ng joined Tristone in October 2005. Prior to Tristone, Mr. Ng spent five years as a Senior Investigator with the Investment Dealers Association. Prior to that role Mr. Ng was a Compliance Officer with CIBC World Markets and prior thereto was a Registered Options Representative with CIBC Investor Services. Mr. Ng holds a Bachelor of Arts in Economics from the University of Calgary.

Rita Sivadas

Manager, Operations

Rita Sivadas joined Tristone Capital in May 2002, as Operations Manager. Prior to that, she spent over seven years at Peters & Co Limited with the Syndication & Operation Department.

Kathy Tiberio

Business Manager

Ms. Tiberio was one of the first employees at Tristone, joining in September 2000, and bringing with her 20 years experience. Prior to joining Tristone, Ms. Tiberio was Business Manager for Rob Peters' group of companies and Event Planner for Peters & Co. Ltd. From 1995 to 1997 Ms. Tiberio worked with the Investment Banking area of Yorkton Securities assisting in due diligence for company financings and before joining Yorkton she set up the Calgary office for Marleau Lemire Securities.

Lita Chan

Controller

Lita joined Tristone Capital as a Senior Accountant. She spent 2 years with a transfer agent and registrar company as Account Manager. Prior to that, Lita has 4 years of management consulting experiences with various consulting companies in Singapore. She has also spent 7 years in the area of audit, sales operations and business finance with Compaq Computer. Lita holds a Bachelor of Business Administration (Honours) with a major in Finance and Accounting from Simon Fraser University.

Mario Vasquez

Senior Accountant

Mr. Vasquez joined Tristone in January 2007 as a Senior Accountant. Prior to joining Tristone Mr. Vasquez worked in several companies in Accounting and Finances fields in North and South America bringing with him more than 6 years of experience. Mr. Vasquez was a Financial Analyst in the National Venezuelan Oil Company (PDVSA), one of the biggest in the world. Prior to that, he was Senior Auditor in Price Waterhouse & Coopers where he worked within many companies in the utilities and energy sector. Mr. Vasquez holds a Bachelor of Accounting from the Catholic University in Caracas Venezuela and a Master in Business Administration with specialization in Finances.

Jennifer Lussier

Associate, Communications

Ms. Lussier joined Tristone Capital in April 2007, and is responsible for corporate branding, marketing and communications. Ms. Lussier brings over 15 years experience in graphic design and corporate communications to Tristone. Prior to joining Tristone, she spent 9 years running her own design and communications firm in Calgary for corporate, education, non-profit, and government sectors. Ms. Lussier obtained a Bachelor of Arts from the University of British Columbia in 1990.

Troy Topp

Principal, Information Technology

Mr. Topp joined Tristone in March 2008 as Principal of Information Technology. Mr. Topp brings over 16 years of IT experience to Tristone from several industries. Prior to joining Tristone, Mr. Topp served in senior IT roles as a System Analyst for an international Engineering Firm and Infrastructure Solutions Architect with an IT consulting group.