Alvin Cheung
Alvin Cheung is an Account Executive at CapIntel. Having been a Financial Planner himself, Alvin has first-hand industry experience on what it means to be... Read More
James Fraser
James Fraser is a tax lawyer and expert in HNW planning. He has authored various tax and legal publications and regularly speaks on current Canadian income... Read More
Kathy McMillan
Kathy has almost 30 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.), Chartered Financial Divorce... Read More
Tarsem Basraon
Tarsem is an expert in tax and high net worth planning. After practicing tax and estate law with a leading national law firm, he worked as... Read More
Ariel Kutcher
Ariel Kutcher is the regional sales manager for Canada and works towards establishing new partnerships across the country. Ariel is passionate about making his clients... Read More
Baris Ozyetis
Baris is responsible for the development and management of Mackenzie’s growing and robust shelf of sustainable solutions focused on thematic and impact mutual funds and... Read More
Greg Valliere
Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how... Read More
Scott Stennett
Scott is the Chief Operating Officer and a Director for Richardson Wealth Limited, responsible for Operations, Trading, Real Estate and Information Technology. He is a... Read More
Howard Atkinson
One of Canada’s leading wealth management executives, Howard has successfully led innovation in financial services organizations over the past three decades. He pioneered actively managed... Read More