Our Capabilities Set Us Apart

Our cross-Canada team of more than 125 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

“We are powered by our people – our capability is our strength.”
Susan Kichuk
PhD

Chief Executive Officer & Principal

John Durland
CPA, CA

Principal

John Hutson
CA

Principal

Nicole Bacsalmasi
LL.B

Associate Principal

Myen Lim
CPA, CA, CFP, FEA

Associate Principal

Faye Brown
CPA, CA

Associate Principal

Arnie Bose
CPA, CA, MAcc

Head of Strategic Initiatives and Interim CFO

Erin Smith
MBA, JD

Chief Operating Officer (on leave)

Lisa Osback
CPA, CA, TEP

Interim Director of Operations

Joel Cohen
ASA, ACIA

Head of Solutions

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

Kishor Mistry
CPA, CMA, CPA (Del), MBA

Client Manager

Blaise Morin
BA, CFP

Client Solutions Manager

Dan Oliver
CPA, CA

Client 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

Thuva Muralidaran
BA

Operations Manager

Alana Taillon
MPAcc, CPA

Account Manager

Brandon Donsberger
B.Comm

Account Manager

Cameron Johnston
CPA, CA

Account Manager

Adam Kowalchuk
CPA

Account Manager

Tomisin Olaniyi Laseinde
CPA, CA

Account Manager

Thomas Ostapowich
CPA

Account Manager

Jaryd Runquist
CPA

Account Manager

Donyne Tippe
B.Comm

Account Manager

Jenna Townsend
CPA, MPAcc

Account Manager

Tori Stadnyk
CPA

Account Manager

Brennen Beuker
CFA

Senior Account Service Representative

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

Oge TK-Okonkwo
B.Tech, Dip. Accounting & Business

Underwriting Team Lead

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

Peter McNeill
MBA

Director, Marketing and Business Development

Reagan Adamus
B.Comm

Senior Manager, Human Resources

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

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

Adam Frank
MCP

Manager, IT Systems and Security

Daniel McAllister

Systems Analyst

Amber Solda
Dip. Comm

Marketing & Communication Analyst

Eamonn Kichuk
BA, LLQP

Market Research Analyst

Brandi Foord

Executive Assistant, Operations

Debbie Jeffreys

Executive Assistant

Melissa Memon

Executive Assistant

Amy Short

Executive Assistant

Robin Koutecky
CPA, CMA

Director of Finance

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

Manager, Special Projects

Cassidy Pihach

Senior Accountant

Tracy Glover

Senior Financial Administrator

Carrie Folk
Dip. Admin

Accounts Payable Clerk

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