Our Team
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Our Capabilities Set Us Apart
Our cross-Canada team of nearly 70 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
Senior Advisors
Client Management
Solution Analysts
Client Operations
Corporate & Compliance
Finance
Chief Executive Officer & Principal
Principal
President and Chief Operating Officer
Associate Principal
Head of Technology and Data Solutions
Director, Human Resources
Head of Corporate Development
Head of Strategic Client Credit
Director of Finance
Chief Legal Officer
Senior Advisor - Finance & Banking
Senior Advisor - Solutions
Client Consultant
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Senior Financial Analyst
Senior Actuary
Financial Analyst
Solutions Analyst
Director, Operations
Senior Manager, Sales Enablement
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Client Solutions Associate
Account Manager
Account Manager
Account Manager
Senior Account Service Representative
Senior Account Service Representative
Senior Account Service Representative
Account Service Representative
Account Service Representative
Account Service Representative
Account Service Representative, Financing Specialist
Account Service Representative
Account Service Representative
Account Service Representative
Underwriting Team Lead
Senior Underwriting Associate
Underwriting Associate
Underwriting Administrator
Underwriting Administrator
Business Performance Manager
Manager, Optimization
Legal Counsel
Life License and Contract Specialist
Legal Counsel
Director of Enterprise Accounting
Human Resources Administrator
Office Manager
Senior Training Coordinator
Special Projects Analyst
IT Systems Administrator
Market Research Analyst
Executive Assistant, Operations
Executive Assistant
Executive Assistant
Corporate Controller
Controller
Senior Accountant
Senior Financial Administrator