Financial Advisors
Jake Geisler, BFA
Financial Advisor
Hajra Hasan, CFP®
Senior Financial Advisor
Chris Molloy, B.A.Sc., CFP®
Senior Financial Advisor
Kiran Patel, MSc, PFP®
Senior Financial Advisor
Josh Belliveau, CFP®
Senior Financial Advisor
Tax & Accounting
Stive Farronato, CPA, CA, CFP®
President
Deep Dhaliwal, CPA
Senior Manager
Mercy Kedida, CPA
Senior Accountant
Avery Zhang, CPA
Accountant
Jason Rodgers, CPA
Senior Accountant
Neb Trivunovic, CPA
Senior Accountant
Samreet Dhaliwal
Accountant
Yek Raj Shahi
Accountant
Roshini Rameshwarsingh,
CPA, CA, CGA, FCCA
Internal Accountant
Insurance
Sharon Schell, FLMI
Client Support Administration
Sanjiv Tidke
Insurance Consultant
Management
Jamie Geisler, CFP®, BA Econ.
Co-Owner
Dennis Krok, BA, MBA
Senior Vice-President
Mandy Hummel
Operations Manager
Ian Jenner
Co-Owner
Marketing & Events
Maxine Trusty-Francis, CIS
Event Director
Minori Akogi, BFA
Marketing Coordinator
Client Administration
Emilyn Tobias, BSc, IFIC
Associate Financial Advisor
Taj Buttar, IFIC
Administrative Associate
Maria Arellano
Administrative Associate
Rekha Galoria, IFIC
Administrative Associate
Mya Peynado
Receptionist & Marketing Assistant
Zina Gebre
Administrative Associate
Tess Cortes, BA
Receptionist
Marissa Ranger, BA
Office Administrator
Menaga Sivabalasundaram, BComm
Administrative Assistant
Lindsay Robb
Administrative Associate