Paul Tyers
FCPA, FCA, CFP, CIM

Managing Director

Nathan Funk
CPA, CMA, CFA

Vice President, Finance

Peggy Tyers
BBA, CEA

Director, Business Development

Stephen Jones
LL.M, CPA, CA

Director, Tax & Estate Planning

Emma Lynch
B.Comm, CA(Aus), CIM

Wealth Counsellor

Haley Thomas
CFP®, CIM®

Wealth Adviser

Hamed Murad
BA, CIM

Wealth Adviser

Gerald Zengeya
B.Com

Business Optimization Strategist

James Bentley
BMath

Portfolio Trader

Keith Jeremiah
BA

Business Operations Specialist

Shelby Cockhill

Marketing & Media Manager

Dayton Saunders
BBA

Executive Associate

Vern Vipul
LL.B, M.Tax

In-House Counsel

Strategic Advisory Board

Peggy Tyers
BBA, CEA

Director, Business Development

Bruno Amadi
BBA, FCPA, FCA

Rick Claydon

Strategic Advisor