KEVIN TRAN

CPA, CA, MAcc, MTax

Director of Wealth Planning

Kevin is Director of Wealth Planning at the firm. In his work, Kevin draws on his extensive tax knowledge and wealth planning experience to assist families on financial and tax planning matters. Kevin focuses on a holistic approach towards wealth and through the usage of tax-efficient charitable giving, he helps many families achieve their philanthropic goals while integrating their values and visions for the future.

Prior to joining the firm, Kevin was the Director of Wealth Management Taxation at Scotiabank working with wealthy families across Canada. His key specialization areas while working at the bank included corporate restructuring, estate planning as well as philanthropy.

Kevin also previously worked for PwC’s High Net Worth tax practice and has extensive experience in the areas of will planning, post-mortem planning and trusts.

In addition, Kevin is also a Chartered Professional Accountant (CPA) and is a graduate of the University of Waterloo holding a Bachelor of Arts, Master of Accounting and Master of Taxation degree. With a strong dedication and passion for teaching, he has been a lecturer for the past seven years at the Chang School of Continuing Education at Ryerson University.

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 and Operations

KEVIN TRAN

CPA, CA, MAcc, MTax

Director of Wealth Planning

CHARLIE SCHARFE

CFA, B.A., M.Sc.

Wealth Associate

RAQUEL MELO

Executive Administrator