OUR FAMILY OFFICE - Key Persons
As Senior Wealth Associate, Adam supports both the financial planning and the investment management sides of the business. Adam joined Our Family Office from Stewart & Kett Financial Advisors, an advice-only financial planning firm focused on the needs of high-net-worth families.
Job Titles:
- Senior Investment Analyst
As Senior Investment Analyst, Ahsan supports the investment management side of the business. He joined Our Family Office from Richardson Wealth, a Private Wealth Management firm servicing High Net Worth, Ultra High Net Worth and Institutional clients.
Charlie Scharfe is an Investment Advisor at Our Family Office, supporting both the investment and planning aspects of the firm. His responsibilities include developing appropriate asset allocations for each client, conducting due diligence on potential investments, assisting in the implementation of wealth planning strategies and portfolio reporting.
Highlights of Charlie's career to date include:
Scotiabank: Prior to joining the firm, Charlie worked in both the High Net Worth Financial Planning and Portfolio Analysis divisions at Scotiabank.
Connor is a Client Advisor at Our Family Office, with the responsibility to support both the planning and investment arms of the firm.
Highlights of Connor's career to date include:
KMPG: Prior to joining the firm Connor worked for KPMG, both domestically and abroad. He began with KPMG in their audit business in Toronto, and in his final role, Connor was providing advisory services to ultra-high net worth European families based out of the London UK office.
Job Titles:
- Chief Financial Officer
- Chief Operating Officer
Doron is responsible for the day to day operational management of the company.
Doron brings to the firm 25 years' experience in corporate finance, operations, private debt lending, entrepreneurship and consulting. Prior to commencing his professional career, Doron was a lieutenant in the military.
Job Titles:
- Managing Director of Tax and Senior Client Advisor
Henry is the Managing Director of Tax and Senior Client Advisor at Our Family Office. Henry is highly detailed and experienced and relies on a variety of tools to create and implement customized tax strategies to meet the objectives of the family. Henry's tax experience also extends to international countries, often advising families with cross-border issues. As the Senior Client Advisor, Henry manages the relationship with families and ensures that family wealth is preserved and grown for generations to come while meeting the family's core values.
Huma is a Wealth Associate at Our Family Office, with the responsibility to support both the financial planning and investment management sides of the firm.
Highlights of Huma's career to date include:
TD Asset Management: Huma completed two internships at the bank, where she supported the marketing and content creation for the institutional, retail and advisor channels.
Ryerson Investment Group: Huma contributed to the input and active management of a virtual portfolio by analyzing stock performances and performing industry research.
Job Titles:
- Managing Partner, Head of Wealth Planning
Kevin is the Managing Partner, Head of Wealth Planning at Our Family Office. In his work, Kevin draws on his extensive tax knowledge and wealth planning experience to assist families on financial and tax planning matters. Kevin focuses on a holistic approach towards wealth and through the usage of tax-efficient charitable giving, he helps many families achieve their philanthropic goals while integrating their values and visions for the future.
Highlights of Kevin's career to date include:
Scotiabank: Prior to joining the firm, Kevin was the Director of Wealth Management Taxation at Scotiabank working with wealthy families across Canada. His key specialization areas while working at the bank included corporate restructuring, estate planning as well as philanthropy.
PwC: Kevin also previously worked for PwC's High Net Worth tax practice and has extensive experience in the areas of will planning, post-mortem planning and trusts.
With a strong dedication and passion for teaching, Kevin has been a lecturer at the Chang School of Continuing Education at Ryerson University since 2012.
Michael is a Senior Wealth Associate at Our Family Office. In his work, Michael provides support to both planning and investment management services of the firm.
Job Titles:
- Client Service Coordinator
As Client Service Coordinator, Mitzi's main responsibilities are in operations and administration, supporting the firm by onboarding clients and fulfilling daily requests.
Mitzi has over 15 years of experience in the financial services industry. She joined the firm this year and is instrumental in providing superior client service and administrative management for clients.
We have entered into a strategic alliance with Ballentine Partners LLC, located in the Greater Boston Area. This partnership allows both firms to collaborate to improve as we share, hone and develop best practices with each other and immediately allows clients of Our Family Office to benefit from our close collaboration with a top multi-family office in the United States.
Neil Nisker - Chairman, CIO, Founder
Job Titles:
- CIO
- Co - Founder
- Executive Chairman
- President of Privatech Investments Inc
Highlights of Neil's career to date include:
Fiera Capital Corporation: Neil was active with Fiera Capital Corporation, one of Canada's largest investment managers, from 2006 to 2014, serving as the President of Fiera Private Wealth and as the company's Executive Vice Chairman and a member of the company's board of directors and governance committee
YMG Capital Management Inc.: Neil served as President of the YMG Private Wealth Management division from 2000 to 2006. Fiera Capital Corporation purchased YMG Capital Management in 2006.
Nisker Associates, Strategic Wealth Management: From 1997-2000, Neil was the Chairman of Nisker Associates, Strategic Wealth Management, a Canadian registered investment counselling firm. It was acquired by YMG Capital Management in 2000.
Best Investments International Inc.: In 1990, Sir John Templeton selected Neil to be one of the three managers of Best Investments International Inc., a global equity mutual fund he owned. Neil held this position until the fund was closed in 2000.
Brown Baldwin Nisker Ltd.: For more than 25 years, Neil was a driving force behind Brown Baldwin Nisker. Through his diligence, the firm grew into one of the premier institutional brokerages in Canada. It was sold to HSBC Securities in 1988.
In addition, Neil has been the President of Privatech Investments Inc., an investment company headquartered in Toronto, Canada since 1994.
With investment management and wealth advisory experience dating back to 1972, Our Family Office's co-founder, executive chairman, and CIO enjoys a well-deserved reputation as a trusted and respected figure in the Canadian financial services industry. His keen intellect and deep expertise make him particularly well-qualified to revolutionize the multi-family office segment in Canada and grow Our Family Office into the market-leading service provider and partner to the nation's wealthiest families.
Raquel Melo is the Executive Administrator at Our Family Office. In addition to providing executive support to the management team, she is also responsible for providing overall administrative support to the office. Raquel brings with her over twenty years of executive support experience, with a demonstrated history of success in the financial services industry. Raquel has a track record of strong performance in high-volume, high-pressure environments, she skillfully manages administrative duties and client relations.
Highlights of Raquel's career to date include:
SCM Securities LP: Prior to joining the firm, Raquel was the Office Manager and Executive Assistant to the President and CFO at SCM Securities LP.
RealNet Canada Inc.: In advance of joining the wealth management firm she worked as the Administration Manager and Executive Assistant to the President at RealNet Canada Inc.
When away from the office, Raquel enjoys cycling, hiking, rowing, travel and spending time with family and friends.
Job Titles:
- Associate
- Ahsan Managed Broker
Job Titles:
- Senior Accounting Technician
As Senior Accounting Technician at Our Family Office, Steven supports the planning and tax aspects of the firm. His responsibilities include preparing year end financial statements, personal and corporate tax return preparation and bookkeeping.
Highlights of Steven's career to date include:
BDO Canada LLP: Steven came to us with over 13 years experience in the tax department one of Canada‘s largest accounting firms.
Over the past 25 years, Tim Cestnick has developed a reputation as one of the most respected authors, speakers and executives in the Canadian wealth management industry. His status as an expert is reinforced by his role as a tax and personal finance columnist for The Globe and Mail, Canada's most prominent national newspaper. Tim's experience building a multi-family office firm - which he sold to one of Canada's major banks in 2010 - makes him well-positioned to develop Our Family Office into the dominant advisory firm to affluent families in Canada.
Highlights of Tim's career to date include:
Bank of Nova Scotia: In his last role at Scotiabank, Tim was Director of Advanced Wealth Planning which allowed him to work with many of the most successful and affluent clients at the bank. Prior to this role, Tim's focus was solely on growing WaterStreet Family Offices following the sale of the business to Scotiabank in 2010.
WaterStreet Family Offices: Tim was founder and President of WaterStreet, which he reinvented as a multi-family office firm. Prior to that, Tim founded, operated and grew WaterStreet as a tax education and consulting firm, then sold the business to billionaire to Michael Lee Chin in 2000. Tim bought back WaterStreet in 2005 when he saw an opportunity to create one of Canada's first multi-family office firms. It was at that time that he reinvented WaterStreet as WaterStreet Family Offices.
AIC Investment Counsel Inc.: In 2000 - just three years after he established it - Tim sold The Water Street Group to Michael Lee Chin, founder of AIC Investment Counsel, a retail mutual fund company. During his five years with AIC, Tim was responsible for helping to grow assets under management by heading up a team that built relationships with financial advisors across Canada and provided tax, estate and related personal finance advice to these advisors and their clients.
Bateman Mackay Chartered Accountants: In 1995, Tim joined a regional accounting firm as a tax partner. During his time at Bateman Mackay, Tim authored his first book and began writing for The Globe and Mail, Canada's national newspaper. The firm grew significantly as a result of Tim's profile in the media.
Deloitte LLP: From 1989 to 1994,Tim worked at Deloitte LLP, a national accounting firm where he obtained his CA/CPA designation and began a career specializing in taxation.