Shannon joined The Targeted Strategies Group in 2014, prior to which she spent 10 years working in the banking sector and as a financial and operations consultant to small and medium-sized businesses. She brings with her a lengthy background in lending and is highly skilled in managing a wide variety of client needs and relationships, particularly for privately-managed firms.
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
Erin Smith
MBA, JD
Chief Operating Officer (on leave)
Lisa Osback
CPA, CA, TEP
Interim Director of Operations
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
Client Solutions Manager
Andrea Cheng
CPA, CA
Client Solutions Manager
Chris Gonari
CPA
Client Solutions Manager
Cameron Gorlick
CPA
Client Solutions Manager
Lorn Kutner
CPA, CA, MBA
Client Manager
Shannon McNeice
B.Comm, LLQP
Project Manager
Blaise Morin
BA, CFP
Client Solutions Manager
James Orr
CPA, CA, CFA
Client Solutions Manager
Colin Weinkauf
CPA
Client Solutions Manager
Meagan Zimmer
Dip. Bus.Acct
Client Solutions Manager
Daniel Roberts
B.Sc.
Manager, Actuarial Analytics
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, LLQP
Solutions Analyst
Brennen Beuker
CFA
Account Manager
Brandon Donsberger
B.Comm
Account Manager
Cameron Johnston
CPA, CA
Account Manager
Adam Kowalchuk
CPA
Account Manager
Shannon McNeice
B.Comm, LLQP
Project Manager
Dan Oliver
CPA, CA
Account Manager
Thomas Ostapowich
CPA
Account Manager
Jaryd Runquist
CPA
Account Manager
Tori Stadnyk
CPA
Account Manager
Alana Taillon
MPAcc, CPA
Account Manager
Donyne Tippe
B.Comm
Account Manager
Jenna Townsend
CPA, MPAcc
Account Manager
Tyler Boychuk
B.Admin
Senior Account Service Representative
Daniel Ostertag
B.Comm
Senior Account Service Representative
Rebecca Thrasher
BA
Senior Account Service Representative
Colin Fraser
B. Comm
Account Service Representative
Samuel Garnet
BA Econ
Account Service Representative
Chris Germaine
CPA
Account Service Representative
Smriti (Sam) Gupta
B.Comm
Account Service Representative
Anna Hartley
Account Service Representative
Sarah Laing
BA
Account Service Representative
Charles Nkongayi
B.Sc Econ, M.Fin
Account Service Representative
Nathaniel Obortu
BSc, MBA, LLQP
Account Service Representative
Josh Polglase
B.Comm
Account Service Representative
Mumbi Musonda
BA, LLQP
Senior Underwriting Associate
Miraflor Velos
B.Sc.
Senior Underwriting Associate
Sherri Brown
BA
Underwriting Associate
Vitjola Ceku
BAF
Senior Underwriting Administrator
Jamie Neufeld
Underwriting Administrator
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
Kathryn Newstead
Senior Human Resources Coordinator
Julie Munton
B.Comm
Senior Training Coordinator
Lina Cabrales
BA
Human Resources Administrator
Shannon McNeice
B.Comm, LLQP
Project Manager
Samar Mirza
MBA
Special Projects Analyst
Meagan Cockrill
CPA, CA
Business Optimization Consultant
Nirish Puri
CPA, HBA
Business Analytics Manager
Samuel Agyemang
ERP Administrator
Daniel McAllister
Systems Analyst
Amber Solda
Dip. Comm
Marketing & Communication Analyst
Eamonn Kichuk
BA, LLQP
Market Research Analyst
Brandi Foord
Executive Assistant, Operations
Jessica Irvine
Executive Assistant
Debbie Jeffreys
Executive Assistant
Amy Short
Executive Assistant
Blair Turnquist
CPA, CA, MPAcc, B.Comm
Controller
Dean Carpenter
CPA, CMA
Corporate Controller
Cindy Sawchuk
B.Comm
Manager, Special Projects
Tracy Glover
Senior Financial Administrator
Carrie Folk
Dip. Admin
Accounts Payable Clerk