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

Robert Miller

Assoc. Financial Planner

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