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Wealth management 

Photo of Hemal Balsara Hemal Balsara, CPA, CA, CFP
Assistant Vice-President of Tax & Estate Planning,  Manulife Financial

Location: Toronto
Travel: Willing to consider any speaking opportunity

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Sonja Chong, FCPA, FCA, TEP
Partner, Income Taxation,  Harris and Chong LLP

Location: GTA
Travel: Willing to consider any speaking opportunity

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Anne K. Chun, CPA, CA
Principal,  Anne Chun Professional Corporation

Location: GTA
Travel: Available in the GTA

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Photo of Cuong Duong Cuong (David) Duong, B.Comm, CPA, CMA,
CIM®

Wealth Consultant,  Wealth Stewards Inc.

Location: Toronto
Travel: Willing to consider any speaking opportunity

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Loren Francis, FCPA, FCA
Stewardship Counsellor and Principal,  Highview Financial Group

Location: GTA
Travel: Willing to consider any speaking opportunity

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Photo of Paul McVean Paul McVean, CPA, CGA, CFP, TEP
Tax Partner,  Anklesaria McVean Professional Corporation

Location: Thornhill
Travel: Willing to travel up to 100 kilometres

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Link to Kurt Rosentreter Photo Kurt Rosentreter, CPA, CA, CFP,
CLU, TEP, FCSI, CIM, CIMA, FMA

Senior Financial Advisor,  Manulife Securities Inc.

Location: Toronto
Travel: Local, national and international with cost reimbursed

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Photo of Subhash Sharma Subhash Sharma, CPA, CMA
Principal,  Bronte Bay CPA Professional Corporation

Location: Markham
Travel: Willing to consider any speaking opportunity

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Link to Paul S Tyers Photo Paul Tyers CPA, CA, CFP, CIM
CEO and Managing Director,  Wealth Stewards Inc.

Location: GTA
Travel: Southern Ontario

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Photo of Edward Wheatley Edward (Ted) Wheatley, CPA, CGA
Advisor,  Sun Life Financial

Location: North York
Travel: Available to travel up to 100 kilometres

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