Shannon joined the Underwriting team 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
John Hutson
CA
Principal
Harley Mintz
FCPA, CFP, TEP, CPA
Principal
Rob Lamka
CPA, CA
Principal
Jason Montemurro
LL.B., CA, CPA, CFA
Principal
Peter Myers
CPA, CGA, MA
Principal
Arnold Shell
FCIA, CFP, CLU, Ch.F.C.
Senior Advisor - Insurance & Actuarial
Garnet Morris
CLU
Senior Advisor - Insurance & Solutions
Gary Teague
CPA, CA, CFA, TEP
Senior Advisor - Estate Planning
David C. Nathanson
QC
Senior Advisor - Tax
Bill Paddon
PFP, FEA
Senior Advisor - Finance & Banking
Lorn Kutner
CPA, CA, MBA
Senior Advisor - Solutions
Michael Smith
CPA, CA
Senior Advisor - Solutions
Monte Gorchinski
CPA, CA
Senior Advisor - Solutions
Kim Hinkson
BA
Senior Sales Executive
James Orr
CPA, CA, CFA
Client Manager
Kishor Mistry
CPA, CMA, CPA (Del), MBA
Client Manager
Paul Biln
CPA, CA
Client Manager
george carnegie
CPA, CA, ARe
Client Manager
Colin Weinkauf
CPA
Client Manager
Blaise Morin
BA, CFP
Client Manager
Lydia Grubb
CPA, CA
Client Manager
Michael Loo
CFA, M.Sc
Senior Financial Analyst
Michael Sterzuk
B.Admin
Financial and Actuarial Analyst
Mwiti Njagi
B.Sc.
Actuarial Analyst
Erin Prohaska
CPA, CA, MTax
Solutions Architect
Ryder Epoch
B.Comm, LLQP
Solutions Analyst
Shafraz Ali
CPA
Account Manager
Andrea Cheng
CPA, CA
Senior Account Manager
Amanda Chevrier
CPA, CA
Account Manager
Brandon Donsberger
B.Comm
Account Manager
Chris Gonari
CPA
Senior Account Manager
Cameron Gorlick
CPA
Senior Account Manager
Cameron Johnston
CPA, CA
Account Manager
Tomisin Olaniyi Laseinde
CPA, CA
Account Manager
Lisa Osback
CPA, CA, TEP
Senior Account Manager
Jaryd Runquist
B.Comm
Account Manager
Donyne Tippe
B.Comm
Account Manager
Tori Stadnyk
CPA
Account Manager
Meagan Zimmer
Dip. Bus.Acct
Senior Account Manager
Brennen Beuker
B.Comm
Account Service Representative
Tyler Boychuk
B.Admin
Account Service Representative
Colin Fraser
B. Comm
Account Service Representative
Samuel Garnet
BA Econ
Account Service Representative
Anna Hartley
Account Service Representative
Sarah Laing
BA
Account Service Representative
Daniel Ostertag
B.Comm
Account Service Representative
Josh Polglase
B.Comm
Account Service Representative
Rebecca Thrasher
BA
Account Service Representative
Vitjola Ceku
BAF
Underwriting Administrator
Marina Chakarian
LLQP
Underwriting Associate
Sherry Edwards
Underwriting Administrator
Belinda Morris
LLQP
Underwriting Administrator
Mumbi Musonda
BA, LLQP
Underwriting Associate
Oge TK-Okonkwo
B.Tech, Dip. Accounting & Business
Underwriting Associate
Miraflor Velos
B.Sc.
Underwriting Associate
Chelsea Kelln
JD, B.Sc
Legal Counsel
Stephanie Tynan
BA Phil, LL.B.
Legal Counsel
Palmoha Turner
LLB, B.Sc
Corporate Paralegal
Brendan Fowler
CPA, CA
Treasury Manager
Dean Carpenter
CPA, CMA
Corporate Controller
Cindy Sawchuk
B.Comm
Manager, Special Projects
Tracy Glover
Senior Financial Administrator
Liam Shaw
MBA
Senior Financial Analyst
Kevin Tindall
CPA, CGA, CTP
Accountant, Family Office
Meagan Cockrill
CPA, CA
Senior Business Analyst – Team Lead
Nirish Puri
CPA, HBA
Senior Business Analyst
Jordan Arndt
P. Eng
Project Manager
Samar Mirza
MBA
Special Projects Analyst
Adam Frank
MCP
Supervisor - Information Technology
Daniel McAllister
Systems Analyst
Amber Solda
Dip. Comm
Marketing & Communication Analyst
Eamonn Kichuk
BA, LLQP
Market Research Analyst
Del Gauthier
Sales Operations Administrator
Lisa Tourand
Executive Support Team Lead
Anna Graw
Office Manager
Kathryn Newstead
Human Resources Coordinator
Julie Munton
B.Comm
Training Coordinator
Renae Simpson
Executive Assistant – Vancouver Team
Lil Freitas
Executive Assistant
Anne Marie Gallivan
Executive Assistant
Debbie Jeffreys
Executive Assistant
Melissa Memon
Executive Assistant