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Calgary, Canada
Backed by more than 25 years of experience, Karleen provides a variety of professional and business valuation services for our clients in several industries, including oil and gas midstream, exploration and production, oilfield services, retail and wholesale agriculture, power generation and utilities, as well as manufacturing and consumer products.
Both public and private companies rely on her depth of knowledge to assist with comprehensive valuation analysis and estimates, fairness opinions, and formal valuations for financial reporting, mergers, acquisitions and divestitures, ownership restructuring, succession/estate planning and income tax reorganizations.
Karleen holds a Bachelor of Administration from the University of Regina, and holds the CPA, CA and CBV designations.
How Karleen is building a better working world
I am deeply committed to community building, and dedicated to sharing my knowledge and experience to create a lasting impact.
I helped lead the merger of two Calgary community-based entities to form Trellis Society, an organization that works alongside young people, families and communities to support their growth. For more than a decade, I proudly served as a board member, and after the merger I became Chair of the Board of Directors for Trellis Society. The new, growing organization is focused on ensuring those experiencing homelessness and trauma have what they need to go beyond the complex challenges they face so they can achieve lifelong wellbeing and success.