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*Please note: the following table is best viewed horizontally on mobile devices.

CPA/CA CFP/CIWM CFA/CIM MBA/MPAcc TEP CLU CPA ITC B.Com./BA
Lorn Kutner
Tom McCullough
Scott Hayman
Karen D’Souza
Nolan Pante
Eric Weir
CC Shaver
Barrett Lyons
Russ Rodrigues
Bhawna Verma
Lily Liu
Scott Dickenson
Andrew Jeffery
Elana Kimel
Viraj Samani
Ryan Tapley
Mark Reynolds
Eric Feltrin
Marco Mussato
Brad Jesson
Sophia Kebede

Designations:

CPA/CA Chartered Professional Accountant
CFP Certified Financial Planner
CIWM Certified International Wealth Manager
CFA Chartered Financial Analyst
CIM Chartered Investment Manager
MBA/MPAcc Master of Business Administration / Master of Professional Accounting
TEP Trust and Estate Practitioner
CLU Chartered Life Underwriter
CPA ITC CPA’S In-Depth Tax Course
B.Com./BA Bachelor of Commerce/Bachelor of Arts
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