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The Institute of Chartered Accountants of Ontario

Wealth management


Sonja Chong FCA, TEP
Partner, Income Taxation,  Harris & Chong LLP

Location: GTA
Travel: Willing to consider any speaking opportunity

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Anne K. Chun CA
Principal,  Anne Chun Professional Corporation

Location: GTA
Travel: Available in the GTA

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Loren Francis FCA
Vice President, Private Client Group,  Barometer Capital Management

Location: GTA
Travel: Willing to consider any speaking opportunity

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Anwar Husain Anwar Husain MBA, CA
Investment Advisor,  BMO Nesbitt Burns

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

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Brian Quinlan CA, CFP, TEP
Partner,  Campbell Lawless Professional Corporation Chartered Accountants

Location: GTA
Travel: Willing to consider any speaking opportunity

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Kurt Rosentreter Photo Kurt Rosentreter CA, CFP, CLU, TEP, FCSI, CIM, CIMA, FMA
National Best Selling Author and One of Canada's Top Speakers on Money Issues,  Senior Financial Advisor, Manulife Securities Inc

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

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Paul S Tyers Photo Paul Tyers CA, CFP, CIM
CEO & Managing Director,  Wealth Stewards Inc.

Location: GTA
Travel: Willing to speaking opportunities in southern Ontario

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John Wonfor CA, CFP, TEP
National Tax Partner,  BDO Dunwoody LLP

Location: GTA
Travel: Willing to consider any speaking opportunity

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