Ruby Lougheed, CPA, CA, CKA, Hons BBA Director of Business Development Wealth Stewards Inc. 

Ruby is passionate about providing businesses and owners with excellent financial advice at critical stages of the business cycle. As a multi-accredited financial professional (CPA, CA, CKA and former CFP, CIM, FCSI) with broad experiences including: public accounting, business operations, controller, entrepreneur, owner, practice management, financial planning, portfolio management, business development and investment banking, I can help owners make sound decisions at critical times that are often very complex.

Paul Tyers, FCPA, FCA, CFP®, CIM Managing Director and Portfolio Manager Wealth Stewards Inc.

Paul has been a pioneer in Canada for helping pave the way for CPA’s to Integrate Wealth Management into their practices. Paul is internationally recognized in the finance industry, with experience directing companies through substantial growth and is a published author of “A Roadmap for Canadian CPAs to Develop & Manage a Wealth Advisory Practice” and co-author of Canadian best-seller “Fiscal Fitness, Financial Planning for all Stages of Life.”

Bob Simpson, Vice President Portfolio Strategy Wealth Stewards Inc.

Bob joined the investment industry in 1981 as a financial advisor with Nesbitt Thomson (which was acquired by Bank of Montreal) where he built one of the most successful advisory practices in Canada. In 1998, Bob founded Synchronicity Performance Consultants which he ran for over 25 years. Synchronicity was a coaching/consulting firm that worked with financial advisors across North America to help them “strengthen their core business stabilizers” – investment management, relationship management and business develop.

Akua Carmichael, LL.B, J.D., TEP | Vice President, Estate Planning & Services | Estate Stewards Inc.

Akua Carmichael is Vice President, Estate Planning & Services. She provides customized estate planning  and administration solutions. Akua is a lawyer and has extensive experience in estate law, having previously provided estate planning, administration, and litigation services.  She was called to the Ontario Bar in 2006 and is a member of the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP).  Akua also has experience in the wealth management and insurance industries. She is a frequent speaker, writer, and educator on estate and trust issues.

Promod Sharma, FSA, FCIA, FEA, President of Taxevity.

Promod apprenticed to become an actuary at Metropolitan Life, developed life/health products at National Life and supported leading advisors at Industrial Alliance.

He became independent in 2009 to help advisors and clients harness the unique protection and tax advantages of carefully-constructed life/health insurance strategies.

Jeevan Sharma, CFP Manager of Client Services Taxevity.

“Jeevan was studying to become a doctor. He then decided to focus on financial health instead because peace of mind is good medicine.”

Jeevan joined Taxevity and is responsible for most of the client facing materials and enuring clients are well looked after in an efficient manner.

Haley Thomas, CFP, CIM  

Haley Thomas joined the Wealth Stewards team in 2014 and provides holistic financial planning and wealth management services to professionals and business owners, typically in conjunction with their other “trusted advisors.” She began her career with Marret Asset Management Inc., one of Canada’s largest fixed income managers, where she gained valuable industry experience working in operations. In 2016, Haley earned the Chartered Investment Manager designation, in 2017 she became an associate portfolio manager, and in 2019 she completed the Certified Financial Planner designation.

Alex Krawtschenko, MBA, B.ENG

From a very young age, Alex was intensely curious about the difference that made some individuals and groups thrive and achieve their biggest dreams and ambitions, while others fall short of their true potential. As a competitive athlete for much of my life, he was an avid student in the science of peak performance and was able to achieve a high level of success in a variety of sports but especially in my favourite sport, golf.

Jim Herrig, BA, JD,  Partner at HKFS Honkemp Kruger Financial Services.

Prior to his retirement in 2016, Jim Herrig was executive vice president, counsel, chief compliance officer, brokerage services director, and shareholder of HK Financial Services (HKFS) for 20 years. He supervised compliance matters for the Registered Investment Advisors (RIAs), performs ProEquities OSJ duties, and provided legal counsel for HKFS. Helping to grow the firm to three billion of assets under management mainly with the CPA affiliate model. Currently he sits on various boards both for profit and nonprofit advising on over six billion of assets.

Kirill Chistyakov, Director at Trowbridge Professional Corporation

Kirill is a director in Trowbridge Professional Corporation’s Private Client Individual Tax Services group, specializing in US-Canadian tax issues. With 18+ years of experience, he expertly navigates complex cross-border tax situations, including US expatriation, FIRPTA reporting, and IRS Streamline Filing. Before joining Trowbridge in 2016, Kirill managed expatriate tax engagements at Deloitte and PwC. He holds a Master’s in International Economics and is an IRS-licensed Enrolled Agent. His expertise includes relocations for high-net-worth individuals.