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Our Breadth of Experience

The Northwood team has a broad range of backgrounds and experience, which gives us the depth and specialized skills to deal with the complexities of family financial issues. The table outlines the years of experience and the professional designations and professions of origin of each of the Northwood professionals.

Click on each name for further details.

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

Experience CPA/CA CFP/CIWM CFA/CIM MBA/MFin TEP CLU CPA ITC B.Com./BA
Lorn Kutner 41 years
Tom McCullough 39 years
Scott Hayman 37 years
Karen D’Souza 27 years
Nolan Pante 19 years
Eric Weir 18 years
CC Shaver 18 years
Barrett Lyons 15 years
Russ Rodrigues 14 years
Claire Hunt 12 years
Bhawna Verma 12 years
Scott Dickenson 11 years
Andrew Jeffery 11 years
Elana Kimel 10 years
Emmy Li 9 years
Viraj Samani 5 years
Ryan Tapley 5 years
Mark Reynolds 5 years
Eric Feltrin 4 years
Marco Mussato 2 years

Designations:

CPA/CA Chartered Professional Accountant
CFP Certified Financial Planner
CIWM Certified International Wealth Manager
CFA Chartered Financial Analyst
CIM Chartered Investment Manager
MBA/MFin Master of Business Administration / Master of Finance
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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