Kelly is an experienced legal advisor with an expertise in tax planning, audit defence and tax dispute resolution. Prior to joining the team, Kelly was in-house legal counsel for one of Canada’s largest publicly traded mining companies where she led a high-profile Canadian tax appeal involving billions of dollars reassessed income. Prior to that, she worked at one of Canada’s largest regional law firms in the areas of business taxation, estate and personal tax planning needs. Kelly holds a Bachelor of Laws degree and a Bachelor of Commerce (double major: Finance / Business Economics) degree.
Susan Kichuk
PhD
Chief Executive Officer & Principal
John Durland
CPA, CA
Principal
Nicole Bacsalmasi
LL.B
Associate Principal
Myen Lim
CPA, CA, CFP, FEA
Associate Principal
Faye Brown
CPA, CA
Associate Principal
Mike Campbell
LL.B
General Counsel
Jonathan da Silva
MBA
Head of Corporate Development
Reagan Adamus
B.Comm
Director, Human Resources
Robin Koutecky
CPA, CMA
Director of Finance
Peter McNeill
MBA
Director, Marketing and Business Development
Lisa Osback
CPA, CA, TEP
Interim Director of Operations
Jason Knight
BCOM
Director, Strategic Client Credit
Kim Hinkson
BA
Senior Sales Executive
Bill Paddon
PFP, FEA
Senior Advisor - Finance & Banking
Arnold Shell
FCIA, CFP, CLU, Ch.F.C.
Senior Advisor - Insurance & Actuarial
Gary Teague
CPA, CA, CFA, TEP
Senior Advisor - Estate Planning
Monte Gorchinski
CPA, CA
Senior Advisor - Solutions
Kelly Caruk
LL.B, TEP, B.Comm
General Counsel, Tax
Paul Biln
CPA, CA
Sales Executive
Chris Gonari
CPA
Client Solutions Manager
Cameron Gorlick
CPA
Client Solutions Manager
Mike Kuzma
B.Mgt, EA
Client Solutions Manager
Blaise Morin
BA, CFP
Client Solutions Manager
James Orr
CPA, CA, CFA
Sales Executive
Michael Loo
CFA, M.Sc
Senior Financial Analyst
Michael Sterzuk
B.Admin
Senior Financial Analyst
Luis Dizon
ASA, ACIA
Senior Actuarial Analyst
Ryder Epoch
B.Comm
Solutions Analyst
Ryan Wall
B. Sc, CFA, FCIA
Senior Actuary
Andrea Cheng
CPA, CA
Senior Operations Manager (on maternity leave)
Meagan Zimmer
Dip. Bus.Acct
Senior Operations Manager
Thuva Muralidaran
BA
Operations Manager
Brennen Beuker
CFA
Account Manager
Brandon Donsberger
B.Comm
Account Manager
Cameron Johnston
CPA, CA
Account Manager
Adam Kowalchuk
CPA
Account Manager
Dan Oliver
CPA, CA
Account Manager
Thomas Ostapowich
CPA
Account Manager
Jaryd Runquist
CPA
Account Manager
Alana Taillon
MPAcc, CPA
Account Manager (on maternity leave)
Jenna Townsend
CPA, MPAcc
Account Manager
Tyler Boychuk
BBA
Account Manager
Daniel Ostertag
B.Comm
Account Manager
Chris Germaine
CPA
Account Manager
Rebecca Thrasher
BA
Senior Account Service Representative
Colin Fraser
B. Comm
Senior Account Service Representative
Sarah Laing
BA
Senior Account Service Representative
Samuel Garnet
BA Econ
Senior Account Service Representative
Smriti (Sam) Gupta
B.Comm
Account Service Representative
Anna Hartley
Account Service Representative
Charles Nkongayi
B.Sc Econ, M.Fin
Account Service Representative
Nathaniel Obortu
BSc, MBA
Account Service Representative
Josh Polglase
B.Comm
Account Service Representative
Nik Baikas
Account Service Representative
Teneal Dillabaugh
Account Service Representative
Ige Epia
MBA, B.Sc.
Account Service Representative
Dustin Sauer
Account Service Representative
Levi Cable
Account Service Representative
Mumbi Musonda
BA
Senior Underwriting Associate
Miraflor Velos
B.Sc.
Senior Underwriting Associate
Sherri Brown
BA
Underwriting Associate
Neerja Thakur
B.Ed, B.Sc
Underwriting Administrator
Jenelle Friedt
Underwriting Administrator
Edin Dedic
Underwriting Administrator
Liam Shaw
MBA
Business Performance Manager
Anna Graw
Office Manager
Chelsea Kelln
JD, B.Sc
Legal Counsel
Stephanie Tynan
BA Phil, LL.B.
Legal Counsel
Palmoha Turner
LLB, B.Sc
Corporate Paralegal
Allison Mercier
Life License and Contract Specialist
Kathryn Newstead
Senior Human Resources Coordinator
Julie Munton
B.Comm
Senior Training Coordinator
Lina Cabrales
BA
Human Resources Administrator
Samar Mirza
MBA
Special Projects Analyst
Meagan Cockrill
CPA, CA
Business Optimization Consultant (on maternity leave)
Samuel Agyemang
ERP Administrator
Daniel McAllister
IT Systems Lead
Dustin Bone
IT Systems Administrator
Eamonn Kichuk
BA
Market Research Analyst
Brandi Foord
Executive Assistant, Operations
Jessica Irvine
Executive Assistant
Debbie Jeffreys
Executive Assistant
Amy Short
Executive Assistant
Brian Yong
CMA, CPA
Senior Manager, Shareholder Accounting
Blair Turnquist
CPA, CA, MPAcc, B.Comm
Controller
Dean Carpenter
CPA, CMA
Corporate Controller
Cindy Sawchuk
B.Comm
Senior Accountant
Tracy Glover
Senior Financial Administrator
Carrie Folk
Dip. Admin
Accounts Payable Clerk