Meet the Team
Our robust client roster is served by a highly skilled team of multi-disciplinary professionals, dedicated to providing wise counsel and an outstanding level of service.
We believe that our approach to working with clients is as important as our professional qualifications. We offer highly personalized and dedicated service.
We listen to our clients, strive to understand and clarify their needs and objectives, and work closely with them to help them grow, prosper and succeed.
MANAGING PARTNER/CEO
FCPA, FCA, LPA, CFP, TEP, FEA, ICD.D
PARTNER - ACCOUNTING & ADVISORY
CPA, CA
PARTNER - ACCOUNTING & ADVISORY
CPA, CA, CFP
PARTNER - US TAX SERVICE
CPA, CA, CPA (ILLINOIS)
PARTNER - CANADIAN TAX
CPA, CA
DIRECTOR - WEALTH ADVISORY SERVICES
BA, CFP, FMA, CEA
PRINCIPAL
CPA, CA
PRINCIPAL
CPA, CA, CFP
PRINCIPAL
CPA, CA
COUNSEL - ASSURANCE & ADVISORY
CPA, CA, MBA, BTech
COUNSEL - INDEPENDENT CHIEF INVESTMENT OFFICER (CIO)
Ronak Brahmbhatt
CPA, CFA, EA
SANDA CAUSEVIC
KLAUDIA COPAKOVA
ANTHONY EMANUEL
CPA
ASHLEY EMANUEL
FELIX FERNANDEZ
Intern
JOAN FRANCIS
CPA
KEVIN GAO
CPA, CMA
ISHUPREET GHATOURA
CPA
CATHY GIL
TERESA HAYES
CPA (California)
DANIELLE HEBERT
KRISTAN HENDRIKS
Fatima Isah
CPA
CHRISTINE KIM
RODNEY LAI
FENG LU
CPA
GRANT MANSFIELD
KEVIN MEGHAN
CPA, CA
ZUBEIDA MOHAMED
SANDRA MACEACHEN
SHANNON MAGUIRE
CPA, CA
RITI MALHOTRA
CPA
OLA OBASA
CPA, CGA
ALBERTO PEPER
SANDRO RAJKOVIC
CPA
ANNA ROLEK
OLIVIA SCARCELLI
Intern
ADRIAN SELLAKUMAR
CPA, CA
DANIEL SHAH
Intern
LUKE SNAPE
ANDREA TESTA
YVONNE TURGEON
CPA, CA
MAC ZHANG
CPA
DORIS ZHOU
CPA
Strategic Partners
CORPORATE FINANCE & TRANSACTION ADVISORY