Our Capabilities Set Us Apart
Our cross-Canada team of nearly 60 professionals – including MBAs, PHDs, Chartered Professional Accountants, lawyers, and actuaries – bring diversity of expertise and experience to help our clients reach their goals.
Drawing on these diverse professionals, a custom team is assembled to address each of our client’s specific needs.
Principals & Executive Team
Advanced Planning
Solution Analysts
Client Operations
Corporate & Compliance
Finance
John Durland
BCom, CPA, CA
Principal, Chief Executive Officer
Jill Huls
BCom, MBA, CFP®
President, Chief Operating Officer
Myen Lim
BBA, CPA, CA, CFP®, FEA
Associate Principal
Jason Knight
BCom
Head of Strategic Client Credit
James Avery
CPA, CPA (IL)
Senior Advisor, Advanced Planning
Andrea Cheng
BMOS, CPA, CA
Senior Advisor, Advanced Planning
Chris Gonari
BCom, CPA
Senior Advisor, Advanced Planning
Jason Gill
BA, CPA
Senior Advisor, Advanced Planning
Kris Kibler
CPA, CA, CFP®, MPAcc, TEP
Senior Advisor, Advanced Planning
Mike Kuzma
BBM, EA, FEA
Senior Advisor, Advanced Planning
RYAN P. MACKIEWICH
CPA, CA, FEA
Senior Advisor, Advanced Planning
Ryan Wall
B.Sc., CFA®, FCIA
Senior Actuary