Our Partners

Business partners complement our core skills and provide additional expertise.

Werklund Capital Group is one of Canada’s largest family office investment companies and was founded by Mr. David P. Werklund, a successful and respected Calgary businessman, and founder of the CCS Income Trust. Werklund is comprised of a team of highly experienced and focused professionals committed to partnering with its portfolio companies to achieve advanced financial growth and maintaining Mr. Werklund’s solid reputation for superior business practices. Besides the appointment of Mr. Blake D. Lyon as a director of the General Partner, and the Fund’s Investment Committee, the Werklund Capital Group will utilize its core management team to work with the Fund in a number of capacities including but not limited to: assisting the Fund with sourcing investment funds through its extensive client and contact network, utilizing the core management experience to further assist the Fund with reviewing strategic objectives, as well as major business decisions.

KPMG LLP operates as an international network of member firms offering audit, tax and advisory services. KPMG provides tax planning, advice and opinions to the Optimus Management team. Working together, the Optimus team has created a tax efficient structure that benefits the investors and ensures regulatory compliance.