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EdgeMark Capital and Advisory Services Inc. specializes in providing strategic, operational and financial advisory services to help our clients (mostly private and medium size) scale their businesses. We seek to help them create value through transformational activities such as:
New/replacement debt or equity is often required to support these undertakings. As such, we then reach out to our extensive network of institutional firms and private investors to source the appropriate capital and strategic partner(s) who can provide the growth/sustainable capital our clients require.
Our client base includes companies at different stages of growth and across diverse markets including renewable and conventional energy, emerging technologies, real estate, construction, hospitality, aviation, and financial services.
Our broad range of corporate and entrepreneurial experience has enabled us to develop an extensive network of relationships and market insights across North America.
Our expertise and skills are multi-disciplinary. Our clients value and trust our advice as it is always grounded by absolute privacy, sound business judgement, operational excellence and prudent governance.
Bruce has 45 years of banking experience with a focus on lending to the oil and gas industry. After spending 31 years with Royal Bank of Canada, he joined ATB Financial in July 2003 and took on the responsibility to help build the bank’s Energy business and capabilities. In early 2015, Bruce headed up their Turnaround Assistance Group, providing leadership to ATB's sales teams whose clients were experiencing financial difficulties through the downturn. He retired from the organization March 31, 2017., at which point he formed EdgeMark.
Bruce has attained the ICD.D designation. He is a very active participant in community and church activities. He is past vice-chair of Trellis, the predecessor agency post the merger of Boys & Girls Club and Aspen Family & Community Network. He is a former member of the Energy Future Lab and an advisor to Canada Water NEXT Innovations Inc. Bruce sits as a board member of Bumble Bees Venture Capital. He serves on the Mount Royal University Foundation board and proudly chairs Carya Society, Calgary's longest serving social services Agency (roots back to 1910), His most favorite and passionate involvement centers around co-leading a Leader Impact Group (an arm of Power to Change) which is centered on Leadership Development with a focus on faith.