Jason Heath, CFP –Managing Director –VP, Financial Planning
Jason graduated with a Bachelor of Economics degree from York University in Toronto. He has also earned the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations. Jason has authored and been interviewed for articles on a wide variety of topics appearing in publications such as the National Post, MoneySense, the Globe & Mail, the Toronto Star, Private Wealth Canada, Precedent, Advisor’s Edge and Investment Executive. He also appears frequently on CTV News Channel. Jason was previously a consultant at Canada’s oldest advice-only financial planning firm, providing financial, tax and estate planning expertise to clients throughout Canada. He is currently the Treasurer of the Block Parent Program of Canada Inc. (a national children’s charity) and a personal finance columnist for the Financial Post (the business section of the National Post). see business.financialpost.com/author/fpjasonheath
Paul McVean, CPA, CGA, CFP, TEP –VP, Tax Planning
Paul McVean graduated with a Bachelor of Accounting Science degree from the University of Calgary. He has also earned the Chartered Professional Accountant (CPA), Certified General Accountant (CGA), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. In addition, Paul has completed numerous tax specialty courses offered by the Canadian Institute of Chartered Accountants including the In-Depth Tax Course, Income Tax Practice, and the Advanced Owner-Manager Tax Planning Course and has presented many seminars on financial, tax and estate planning topics. Paul has authored and been interviewed for articles on a wide variety of topics appearing in publications such as The Bottom Line, Investment Executive, Advisor.ca and the Ontario Dentist Journal.In Paul’s 18 year career, he has gained experience in a number of different areas of the financial world, including public accounting, tax planning and compliance at a big four accounting firm before launching his own professional accounting practice, McVean Professional Corporation, in 2003. He subsequently worked at advice-only financial planning firm and then in wealth management at one of Canada’s largest independent wealth management firms, providing complex financial, tax and estate planning solutions and expertise to and through financial advisors for their clients.
Sylvia Azoulay, LL B, TEP –VP, Estate Planning
Sylvia focuses on identifying issues and providing wealth planning solutions to meet the complex needs of our high-net-worth clients from an estate planning perspective. Sylvia has a Bachelor of Law Degree from Osgoode Hall Law School. She is a member of the Law Society of Upper Canada, the Society of Trust and Estate Practitioners, and the Estate Planning Council of Toronto. Sylvia has over twenty years of experience dealing with client families and business owners and understands the sensitive issues around wealth transfer. Sylvia has worked as an estate planning specialist at one of Canada’s largest investment firms. In addition, Sylvia was the Regional Manager for Ontario and Eastern Canada at a major trust company. She also has extensive experience at a major Canadian bank involving domestic and offshore planning for high-net-worth clients. Earlier in her legal career, Sylvia spent time in private practice with a major law and accounting firm.
Nancy Grouni, CFP –Financial Planner
Nancy has earned the Certified Financial Planner (CFP) designation. In addition, she has completed numerous financial, investment and insurance courses from a variety of organizations. Nancy has over 20 years of financial industry experience, having spent several years as a Senior Associate within the investment industry with a focus on building and presenting client financial plans and investment portfolio reviews. She also held an insurance license and reviewed client insurance needs and implemented life insurance solutions in her previous roles.
Kim Allard –Executive Assistant
Kim studied towards a Bachelor of Arts degree at York University in Toronto. She has completed numerous tax and financial planning courses.Kim has worked as a branch manager with a Canadian trust company and as an executive assistant with Canada’s oldest advice-only financial planning firm.