Sherry Zheng

Vice-President - Tax Services

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Jonah Ravel

Director - Cross Border Financial Planning

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Greg Tomkins

Director - Cross Border Portfolio Management

Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

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Adam Carris

Cross Border Financial Planner & Portfolio Manager

Raeline Moreau

Client Services & Operations Coordinator

Victoria Zaremba

Cross Border Financial Planner

Nancy Zheng

Senior Tax Manager

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Casper Wong

Manager, Cross Border Tax

Leanne Milech

Cross Border Wealth Strategist

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Ye Zhou

Cross Border Tax Associate

Nakeita McKnight-Monrose

Client Services & Administration Specialist

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