DORON OPHER

CFA, MBA, B.Sc.

Vice President Finance and Operations

Doron is responsible for the day to day operational management of the company. Doron is a CFA Charterholder, holds a Finance MBA from the Schulich School of Business at York university and has an undergraduate degree in Industrial Engineering.

Doron brings to the firm 25 years’ experience in corporate finance, operations, private debt lending, entrepreneurship and consulting. Prior to commencing his professional career Doron was a lieutenant in the military.

Doron, his wife and two young-adult boys live in Toronto, a city which they love, embrace, and continuously explore.

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