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.

Nicholas Meyer | TEP, CEA Vice President Wealth and Estate Stewards Inc

Nicholas Meyer is an exceptionally qualified trust and estate practitioner, as well as a family office specialist, with an extensive and unique international background. He is a Swiss qualified lawyer and boasts an impressive array of qualifications, including being a Trust and Estate Practitioner (TEP) and a Certified Executor Advisor (CEA). With over 23 years of extensive experience in the trust industry, including running a trust company abroad, and in the family office area, Nicholas brings a wealth of unique insights and perspectives to the table. What truly sets Nicholas apart is, amongst others, his proficiency in addressing cross-border complexities, especially within the realms of estate planning and administration, encompassing both common law and civil law jurisdictions. Having worked for many different clients and families, Nicholas understands how unique each person, each family and each situation is, how complex the family dynamics can be and how to manage the family dynamics.

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. In his own words “I’m an actuary who developed insurance products. Now I develop tailored insurance strategies for you.”

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. Alex founded One Dream At A Time Inc. combining his passion for helping others by utilizing cutting edge technologies to help individuals, teams, organizations and corporations achieve excellence and transformational change in their respective fields by combining the latest discoveries in Neuroscience, Neurofeedback, NLP, Hypnosis, Emotional Intelligence and Systemic Coaching.

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.

Teodor Tomescu | BEng

Teodor excels in identifying market opportunities, developing strategic partnerships, and enhancing client engagement through his technical and interpersonal expertise.

Kent Willmore | President and Founder of AGinvest Farmland Properties Canada Inc

Kent has over 30 years of experience in the agriculture industry. He is a recognized leader in farmland asset management, promoting sustainable farming practices and delivering exceptional results for investors.

David Vankka | President and Partner at ICM Asset Management

David has over 30 years of financial expertise. Under his leadership, the ICM Crescendo Music Royalty Fund offers unique access to music royalties as a niche investment class. 

Rob Stein | President of Skyline Energy, leads the Skyline Clean Energy Fund (SCEF)

Rob has expertise in renewable energy asset management and innovation. He is a 2024 Clean50 Honouree for his contributions to advancing climate action.

Marizaan Davids | BA (accounting), Honours BBM

Marizaan is an experienced professional with 10 years of expertise across accounting, auditing, and financial advisory, with a more recent focus on training and development. Specializing in educating financial professionals, she empowers them to cross-sell and position themselves as a one-stop shop for clients, enhancing business value. Marizaan’s unique approach helps firms optimize their service offerings and build long-term client relationships.

Peggy Tyers | BBA, CEA, Vice President Business Development Wealth Stewards

In her previous role as President of 2020 Canada she worked with CPAs across Canada, US and Australia helping them to improve both their efficiency and bottom line through various services and technologies. Since joining Wealth Stewards, she devotes the majority of her time directing accountants on how to develop deeper relationships with their clients, and increase business through the value-added service of wealth management.

Michael Ruta | Executive Director, Alchemy Capital Partners

Throughout his career, Michael has demonstrated expertise in managing complex middle-market transactions across multiple sectors, including power and utilities, manufacturing, construction, retail, consumer services, transportation and logistics, and alternative fuels, with aggregate transaction value in excess of $1.0 billion. Before joining Alchemy Capital Partners, Michael was a Director in Grant Thornton's Transactions practice, where he advised privately held businesses on divestitures, acquisitions, and capital raising initiatives. Prior to joining the Grant Thornton Transactions practice Michael spend several years working in the firm’s audit group. Michael earned his Honours Business Administration degree from the Lazaridis School of Business and Economics at Wilfrid Laurier University. Subsequently, Michael obtained his Chartered Professional Accountant (CPA, CA) designation and his Chartered Business Valuator (CBV) designation, receiving the silver medal for exceptional performance on the CBV qualification examination.