Our Team


Our Team Our Family Office’s senior level people have over 100 years of experience in Canada serving affluent individuals and families.

NEIL NISKER

Co-Founder & Executive Chairman

TIM CESTNICK

FCPA, FCA, CPA (il), CFP, TEP

Co-Founder & CEO

DR. JULIE A. MORTON

Chief Continuity Officer

DAVID TASKER

CPA, CA, CFA, MBA

COO & CFO

NICK HEARD

CFA, CAIA

Director, Global Strategy

KEVIN TRAN

CPA, CA, MAcc, MTax

Senior Client Advisor

DARLA McPHERSON

Executive Administrator