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About Us - Our People
Here are the key people in Advantage Tech's Calgary organization. If you have any questions, please e-mail Samuel L. Travis, Chief Executive Officer, or phone
him at (403) 237-8855.
Samuel L Travis, LL.M., CHRP
Sam is the Chief Executive Officer of Advantage Tech Inc., and his preferred areaas of involvement are career transition counselling, professional buiciness coaching, and management assessment & development. He is a lawyer by training and is an active member of the law Society of Alberta. He has 26 years of knowledge and experience in these industries: oil & gas, petro-chemicals, telecommunications, consumer products and manufacturing, health care, airlines, financial/security institutions, international real estate development, public relations, taxation, advanced technology. Prior to founding Advantage Tech, he served eight years as CEO of an international consulting firm specializing in petroleum and minerals consulting, human resources and advanced technology planning. Prior to that, in the early 80s, he was a Vice President/Managing Partner of an international management consulting firm, headquartered in New York. Before then he was the General Counsel and Corporate Secretary of Carma Developers, an international real estate development firm. In 1975 - 1977, he practiced law in Calgary with the law Department of Canadian Pacific Ltd., and prior to that was in private practice with one of Calgary's largest law firms, MacLeod Dixon.
Sam received a B.A. with Distinction in Economics from the University of Michigan (in Ann Arbor) in 1966, and received his Juris Doctor from the University of Michigan Law School in 1969, and admitted to the State Bar that year. He went on to receive his LL.M. from McGill University in Montreal in 1971. Mr Travis has also received his CHRP Certification from the Human Resources Institute of Alberta.
Peter Meneghetti, P.Geol.
Peter has been with Advantage Tech since 1989, and is our Corporate Vice President. He provides counselling to participants in the Career Transition and Career Development Planning programs. Before joining Advantage Tech, he worked with Canadian Occidental and Canada Cities Service in their exploration divisions, including 19 years in management. He came to Canada in 1966 after five years with the Bolivian State Oil Company and lecturer in the Faculty of Petroleum Geology at the University of La Paz (he is fluent in written and spoken Spanish). He has a doctorate in Geology from the University of Milan (Italy) and is a member of several professional associations.
Mark Ruthenberg
Mark Ruthenberg is Advantage Tech's Technology Manager. Mark graduated from Carleton University in Ottawa, Ontario with a Bachelor of Commerce (Honors) in 1980. He has 20 years experience in the computer industry, initially consulting to his Chartered Accounting practice clientele. In 1988 he began a computer training company, which grew to 35 staff, and was then acquired. He moved to courseware development and training book publishing, and then software training CD-ROM development (in the process, co-founding a company he took public). For the past four years he has been involved in e-business consulting and the development of web sites for a number of companies, including FoundLocally.com Media Inc. Mark was a founding
director, and has been President of the Alberta New Media Association for the past three years.
A. F. (Tony) Mitchell, B.BA, C.M.A. Tony Mitchell is Senior Associate with Advantage Tech Inc. Tony was a senior Taxation, Finance and Administration Manager with twenty years experience in the Energy Industry in Alberta, complemented by eight years with Revenue Canada Taxation. Most recently, he was Director, Finance for the Oil Sands Division of Shell Canada.
Tony's eleven-year tenure at Shell included appointments as Tax Research & Planning Manager, Manager of Investor Relations, and General Auditor, culminating in his appointment to Oil Sands in 1997. Tony was also responsible for the accounting, financial controls, administrative processes and management systems design for the $5 Billion Athabasca Oil Sands project in Northern Alberta, the first of this size in Shell's Canadian history. As the General Auditor, Tony, through a comprehensive review process, ensured that corporate policies and ethical standards were maintained to protect the integrity of corporate activities and assets. Prior to Shell, Tony was a Tax Manager for 6 years at Husky Oil Ltd. and predecessor Canterra Energy, where he was an integral part of the Company's efforts and initiatives to optimize taxation matters, including "PGRT" and "PIP" grants. Before then he was Manager, Tax at Hudson's Bay Oil and Gas Co. Ltd. (HBOG) for 4 years, until its merger with Dome Petroleum, in 1982 where he resolved taxation issues of international operations, including in the United Kingdom and the North Sea.
Tony graduated from the University of New Brunswick with a Bachelor's degree in Business Administration in 1969 and obtained his CMA designation in 1972. He is a member of the Canadian Petroleum Tax Society, the International Fiscal Association and served as president of the Independent Petroleum Association of Canada (IPAC), the Canadian Petroleum Association (CPA) and the Tax Executives Institute in Calgary.
John Brodych, M.Ed., C. Psych.
John is a Senior Consultant with Advantage Tech, providing professional coaching, career planning and psychological support services. John is a psychologist and career specialist with many years of Counselling, teaching, and consulting experience. John established his own firm, Egress Psychological Resources, in 1992, providing a wide range of services to individuals, employee assistance programs, corporations, governments and post-secondary institutions.
John is frequently requested to provide career assessments and career coaching to individuals from all walks of life, including senior executives, managers, and front-line workers. He has developed and facilitated numerous career transition programs for governments and colleges, including specialized programs for health-care workers, new Canadians, and older workers. John has provided clinical and career services to various employee assistance programs including BMO Bank of Montreal, Warren Shepell Consultants, Humanacare and the Calgary Catholic School Board.
John's expertise also includes skills related to cross-cultural and diversity topics. John has worked extensively with individuals from different cultures, both in Canada and abroad. He has counselled and taught individuals and assisted organizations in the areas of cultural adaptation, cross-cultural communication, and managing diversity in the workplace.
John provides training and consulting services related to a broad range of topics including career management, self-marketing, communication skills, conflict resolution, stress management and teamwork. In addition, John teaches career practitioners in the University of Calgary's Career Development Certificate program, and also teaches management courses in the Applied Management Certificate program at the Southern Alberta Institute of Technology.
John holds a Masters degree in Counselling Psychology from the University of Calgary, and is a member of the College of Alberta Psychologists, the Psychologists' Association of Alberta, and the Canadian Register of Health Service Providers in Psychology.
Cam Ellison, PH.D.
Cam is currently Director of Assessment and Psychological Services for Advantage Tech Inc. and President of Cam Ellison & Associates Ltd. In these roles, he provides psychological assessment services for selection, personal and career development, and succession management. Cam designs assessment and employee development systems to be used by clients, and provides career and personal development counselling to employees and private individuals. His clients have included resource, technology, financial services, and manufacturing organizations, governments and government agencies at all levels, and non-governmental organizations. He devotes his attention particularly to professional personnel, managers, and executives.
Cam obtained his BA from the University of Victoria and his M. A. from Hollins College in Virginia. He obtained his Ph.D. from the University of Connecticut in 1976. He is a Registered Psychologist (#1417) in British Columbia, and a member of the BC Psychological Association.
Robert G. Farquharson, B.Sc., P.Eng.
Mr. R.G. (Bob) Farquharson is a senior Consultant with Advantage Tech since 1988. He provides career planning and career transition advice to engineers, geoscientists and other oil & gas professionals. He is also Chairman of the Board of Alconsult, an associated company of Advantage Tech, and President of R.G. Farquharson Energy Consultants Inc. Bob has over 30 years of diversified experience in the oil & gas industry. He worked 22 years for Murphy Oil Company, rising to Chairman of the Board, President, and C.E.O. Previously, he was Chief Petroleum Engineer with Canadian pacific Oil & Gas Company Ltd. (now PanCanadian). He was also a director of Lasmo Canada Inc, CENDEC™ Systems Resources, Camberly Energy Inc., Momentum International Energy Inc., Canadian executive Service Organization (CESO). He has also served on the Board of Governors of the Canadian Petroleum Association and was Chairman of the Board of Directors of the Saskatchewan Division of the CPA.
Steve Fulkerson, CMC, ISP
Steve Fulkerson is a Certified Management Consultant specializing in information technology for both
Advantage Tech Inc and Boyden Global executive search, and is a Partner in Lumina Management
Consultants engaged in Information Technology and Telecommunications Consulting. Mr Fulkerson has his Bachelor of Mathematics from University of Waterloo, with majors in Business Administration and Computer Science. He has 12 years of experience in technical and marketing roles with large computer vendors (IBM and Hewlett-Packard), supervisory roles with two multinational oil and gas companies, and was recently an Assistant Vice President of Data Centre Services for a major Canadian trust company
Thomas J. Graham
Tom Graham is a senior Consultant with Advantage Tech and President of
Graham H.R.Management. He has over 20 years experience in the areas of recruitment, compensation and benefits, and labour relations with Canadian and U.S. companies. He has provided human resources services to the oil & gas, telecommunications, food & beverage, and manufacturing industries. He was Director of Human Resources, Health Safety & Environment for Compalog in Calgary and was Director of Human Resources at Envirotech Controls (a division of Baker Hughes), designing benefits packages for expatriates in Venezuela and Argentina, and providing administrative support for manufacturing operations in England. Prior to working in oil & gas, he worked ten years with large manufacturing and retail companies across Western Canada. Thomas Graham has his Bachelor of Science - Business Administration (majoring in Personnel Management) from University of North Dakota in Grand Forks. He attended the management School at Queen's University, and a Financial & Accounting management course at Rice University in Houston Texas.
Karen H. Miles, B.Sc., MBA, RHU
Karen has provided key support to Advantage Tech's Career Transition, Financial Planning and outsourced Human Resources Services programs for the past seven years, as well as to those in the Corporate Career Development Planning Program. She began her career in Financial Consulting after completing a Bachelor of Science in Family Finance and Strategic Marketing. In addition, she is a registered health underwriter (RHU). Karen began her professional career with Arthur Andersen & Co, a "big Eight" accounting firm. Karen was one of the founders and is the President of the Milestone Asset Management Inc., an independent brokerage firm specializing in severance, financial, and benefits planning.
Larry R. Miskew, P.Eng
Larry has been a Senior Consultant to Advantage Tech since 1987, in the Career Transition and Career Planning programs, with engineers and oil & gas professionals. For seven years he was Vice President Production with Greypower Resources Ltd, and was one of its principals, before it was acquired by a public company. Larry has a Bachelor of Science in chemical engineering from the University of Alberta and is a life member of APEGGA. He is active in the community, and has served three years as a board member of the YMCA for Calgary metropolitan area.
Fred Rayer, P.Geol.
Fred has assisted Advantage Tech since 1987 as a Senior Consultant. He is a Petroleum Geologist with a Geological Engineering background with over 35 years of experience in all aspects of oil & gas exploration and development and petroleum management in North America and internationally. Fred is also President of Alconsult International Ltd., and Advantage Tech affiliate operating and facilitating worldwide programs in Petroleum Engineering, Technology and Education. He provides invaluable counsel to employees considering oversee opportunities. He was with Petro-Canada responsible for International Exploration and Exploration Technology, and was President and Chief Operating Offices of Petro-Canada International Assistance Corporation. He also worked 13 years as a geologist with Atlantic Richfield Canada Ltd, and
six years with Imperial Oil. He received a B.A.Sc. in Geological engineering from the University of British Columbia, and is a member of many professional organizations.
Financial Planning Team
These are the individuals who work with Advantage Tech Inc's financial planning team:
Jim Truesdale, B. Comm., MBA, CFP, CIM, FMA
Jim is the founder of Truesdale Financial Group, an independent financial services firm. The firm's unique process coaches clients to articulate and realize their financial goals through a holistic approach to wealth management. Areas of specialization include severance package strategies, tax planning, retirement planning and portfolio management. Jim is an active volunteer with the Alberta Children's Hospital Foundation, serving on the Board of Directors as well as a member of the Investment Committee that oversees the management of the Foundation's endowment fund.
Karen Miles B.Sc., M.B.A., RHU, CDFA
Divorce Planning Specialist
Karen Miles is the President of Milestone Asset Management, a retail firm specializing wealth management and high end financial planning.
Ms Miles founded this company (previously known as Miles Financial Group) in the early 90's.
She recently guided the company through the transition from the MFDA platform to an IDA platform.
Now, as an Independent Services Branch of Raymond James, her company delivers a highly integrated investment
platform for high net worth individuals. Her involvement in the industry has been very extensive and
reaches beyond the retail side and into the dealer side where she built the Balanced Planning MFDA
dealership in Alberta to well over 100 representatives and then sold it in 2000.
Ms Miles is a CDFA (certified Divorce Financial Analyst) and now spends most of her time and
efforts at Milestone Asset Management working in this very specialized niche.
She is presently writing a book on Divorce and Finances.
Shawn Boos
Financial Planner/Investment Advisor
Shawn Boos joined Milestone Asset Management in 1998. He received his CFP designation in
2001, and is currently working toward his FMA designation. He specializes in analyzing and
managing portfolios, focusing on a top-down asset allocation process. He helps clients map
our their retirement plans, and guides clients through the stages of their investing
lives. By developing and implementing wealth accumulation and risk management strategies,
Shawn is the driving force in helping our clients achieve their financial goals.
Stephen P Booker BComm, CFP
Vice President & Managing Director
Since 1998 Steve has worked with Milestone Asset Management in developing and implementing
wealth accumulation and risk management strategies for our clients. Through effective use
of tax structures, creditor proofing, asset allocation and insurance solutions our
individual and corporate clients have steadily realized greater peace of mind while
reducing uncertainty in their financial outlook. With the support of his wife and two
children Steve strives to focus on balance in both his personal and business life. This
same sense of balance is also integrated in the solutions developed for clients so that
they may enhance their quality of life and allow them to focus on what is truly important
to them.
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