CONNOR KELLY

CPA, CA

Wealth Associate

Connor is a Wealth Associate at the firm, with the responsibility to support both the planning and investment arms of the firm. Connor holds a CPA,CA, is a CFA Level II candidate, and he received an undergraduate degree in Economics from the University of Toronto.

Prior to joining the firm Connor worked for KPMG, both domestically and abroad. He began with KPMG in their audit business in Toronto, and in his final role Connor was providing advisory services to ultra-high net worth European families based out of the London UK office.

NEIL NISKER

Co-Founder & Executive Chairman

TIM CESTNICK

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

Co-Founder & CEO

DR. JULIE A. MORTON

Chief Continuity Officer

DORON OPHER

CFA, MBA, B.Sc.

Vice President Finance & Operations

KEVIN TRAN

CPA, CA, MAcc, MTax

Director of Wealth Planning

CAMERON HURST

Managing Director Global Investment Strategy

CHARLIE SCHARFE

CFA, B.A., M.Sc.

Wealth Associate

CONNOR KELLY

CPA, CA

Wealth Associate

RAQUEL MELO

Executive Administrator

ANNA TUDE

Client Service Associate