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

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