Victoria joined Leith Wheeler’s Toronto office in February 2022 where she is responsible for managing discretionary investment portfolios for both Private Clients and Foundations. Prior... Read More

John G. Smith is an award-winning journalist with 35 years of experience in publishing and corporate environments. In his role as Vice-President – Content and... Read More

Matthew has been dealing with high net worth clients’ financial planning, tax and investment management situations since 2000. Matthew majored in Finance and Economics at... Read More

Sebastian is currently a Director of Research in Investment Advice and Planning at Morningstar, where he focuses on life-cycle financial planning. He joined Morningstar in... Read More

Michael Lee-Chin, President and Chairman of Portland Holdings (Portland), is widely regarded as a visionary entrepreneur, whose philosophy of “Doing Well, by Doing Good”, has... Read More

Dragos Berbecel joined Portland Investment Counsel Inc. (Portland) in 2008 and became a Portfolio Manager in July 2013. Dragos has over 25 years of experience,... Read More

James Fraser is a co-founder and a tax lawyer. He has authored various tax and legal publications and regularly speaks on current Canadian income tax... Read More

Kathy McMillan over 32 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