Sherry Zheng

Vice-President - Tax Services

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Jonah Ravel

Director - Cross Border Financial Planning

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Greg Tomkins

Vice-President – Investment Services & Lead PM

Adam Birzgalis

Head of Investment Oversight and Compliance Specialist

Jessica Lachance

Senior Cross Border Financial Planner & Estate Planning Specialist

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Samuel Levine

Senior Cross-Border Financial Planner

Van Chen

Cross Border Financial Planner

Victoria Zaremba

Senior Cross Border Financial Planner

Nancy Zheng

Senior Tax Manager

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Casper Wong

Senior Manager, US Tax & Cross Border Technical Lead

Amandeep Kaur

Senior Cross Border Tax Associate

Nakeita McKnight-Monrose

Client Services & Operations Specialist

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Raeline Moreau

Client Services & Operations Coordinator

Aisha Shafiq

Client Service & Administration Specialist

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Kari Tavener

Compliance Specialist

Bryson Orth

Investment Associate

Paula Zhang

Finance & Accounting Specialist

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Eve Zhang

Cross Border Staff Accountant

Ruby Wong

Cross Border Staff Accountant