*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 | ![]() |
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Tom McCullough | ![]() |
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Scott Hayman | ![]() |
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Karen D’Souza | ![]() |
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Nolan Pante | ![]() |
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Eric Weir | ![]() |
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CC Shaver | ![]() |
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Barrett Lyons | ![]() |
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Russ Rodrigues | ![]() |
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Lily Liu | ![]() |
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Scott Dickenson | ![]() |
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Andrew Jeffery | ![]() |
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Elana Kimel | ![]() |
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Viraj Samani | ![]() |
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Ryan Tapley | ![]() |
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Mark Reynolds | ![]() |
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Eric Feltrin | ![]() |
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Marco Mussato | ![]() |
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Brad Jesson | ![]() |
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Sophia Kebede | ![]() |
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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 |