Strategic Advisory Board

Paul Tyers, CA, CFP, CIM

Paul Tyers CA, CFP, CIM CEO & Managing Director

CEO & Managing Director

Paul Tyers is the CEO and Managing Director of Wealth Stewards Inc.

Paul is registered with the Financial Planning Standards Council as a Certified Financial Planner, with the Ontario and Canadian Institutes of Chartered Accountants as a Chartered Accountant, and with the Financial Services Commission of Ontario as an Insurance Advisor.

Stephen Jones LL. M. C.A.

Director, Tax & Estate Planning

Stephen was invited to join Wealth Stewards Inc. Strategic Advisory Board because of his credentials and extensive experience in the tax, estate and trust sectors.

Stepheb is registered with The Law Society of Upper Canada in private practice and with the Ontario and Canadian Institutes of Chartered Accountants as a Chartered Accountant.

Philip Bookalam, CRM, FIIC, FCA

Philip Bookalam Strategic Advisory Board Consultant

Philip was invited to join Wealth Stewards Inc. Strategic Advisory Board because of his credentials and extensive experience in the public accounting and financial services sectors.

After graduating with a B.Comm, from Queens University, Philip obtained his designation from the Institute of Chartered Accounts of Ontario and later received his fellowship (FCA).

James Herrig, JD

Vice President & Chief Compliance Officer, Honkamp Krueger Financial Services

Jim was invited to join Wealth Stewards Inc. Strategic Advisory Board because of his extensive experience in the integration of wealth management services with public accounting firms in the USA – where this business model has operated for many years.

Tyler Mordy, CFA

Director of Research, HAHN Investment Stewards

Tyler Mordy was invited to join the Wealth Stewards Inc. Strategic Advisory Board because of his extensive knowledge of global portfolio management, particularly in the burgeoning field of exchange-traded funds (ETFs). as a means to providing risk-adjusted returns to affluent investors.

Alex Krawtschenko, B. Eng., MBA

President, Outside Inside Out Inc.

Alex was invited to join the Wealth Stewards Strategic Advisory Board because of his expertise in behavioural finance and its impact on high net worth consumers and the advisors who seek to serve this market.