Ali Spinner

Alexandra (Ali) Spinner, FCPA, FCA, TEP, Chair Partner, Tax – Crowe Soberman LLP


Andrew Guilfoyle

Andrew Guilfoyle, CFA, CPA, CA Partner, Chronicle Wealth


Cheryl Hudson

Cheryl Hudson Founder & CEO, Dove Philanthropy Advisors


Corina Weigl

Corina Weigl, TEP Partner, Fasken Martineau DuMoulin


Elke Rubach

Elke Rubach, LLB LLM CLU President, Rubach Wealth


Jamie Golombek

Jamie Golombek CA, CPA, CFP, CLU, TEP Managing Director, Tax & Estate Planning, CIBC


Katie Kaplan, CPA, CA Tax Partner, BDO Canada LLP


Lalit Aggarwal headshot

Lalit Aggarwal President, Manor Park Holdings


Mark Halpern

Mark Halpern CFP, TEP, MFA-P Managing Partner, WEALTHinsurance.com



Michael Flux

Michael Flux, CFA, CFP, CIM, MBA Executive Vice President & Portfolio Manager, Connor, Clark & Lunn Private Capital Ltd.


Steven Albiani, CFP, FBA Managing Partner, Stratum Advisory Group Inc.


Thomas Jedrej, LLM, ICD.D Director, TD Wealth Family Office