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Our experts

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Ian Weinstein.

Qualifications:CPA, CA, CBV..

Ian Weinstein is an easy-going, team player that brings a creative and practical approach to his clients’ needs. Whether it’s a transaction advisory or valuation mandate, Ian’s vast skill-set offers a well-rounded perspective.

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Mindy Mayman.

Qualifications:B.A., Econ., Fin. PI., FMA, CIM..

Mindy assists her clients through the challenges inherent to wealthy families and helps them secure peace of mind for today, and comfort and clarity for the future.

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David Leblanc.

Qualifications:CFA, CAIA, Pl. Fin...

With his strong technical skillset, David Leblanc understands the inherent financial and behavioral complexities of high net worth individuals.

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Mitchell Stein.

Qualifications:CPA, CA..

Known by his clients and colleagues to be meticulous, hardworking, reliable and a deliverer of high-quality results, Mitch prides himself on his ability to identify tailor-made solutions to meet the needs of his entrepreneurial clients.

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Earl Forman.

Qualifications:CPA, CA..

If you are looking for a methodical mind, Earl Forman is your man. He is famous for having all of his files lined up in perfect columns. He has, undoubtedly, the neatest desk in our entire office. 

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Harvey Zalcman.

Qualifications:CPA, CA..

Harvey has over 30 years of experience as a business advisor, providing assurance services to a diverse entrepreneurial clientele primarily in the technology, manufacturing, service and distribution sectors.

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Phil Nadler.

Qualifications:CPA, CA..

Phil has taught tax-related courses at McGill University, and has lectured at the Ordre des comptables professionnels agréés du Québec.

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Martine Crépeau.

Qualifications:CPA auditor, CA..

Martine Crépeau has a reassuring presence and an intuitive ability to provide insightful solutions to clients’ needs.

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Bradley Zrihen.

Qualifications:CPA..

Dedicated and committed to his client’s needs, detail oriented while able to maintain a clear view of the bigger picture, Bradley Zrihen has a flexible and creative approach to his work.

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9 of 93 experts | See all