Meet the Team

We are a driven team of entrepreneurs, engineers and financial gurus with one simple mission: to help Canadians gain access to high quality, low-cost investment advice – regardless of their net worth.

The Investment Team

Isaac has more than 14 years of investment management experience and is a CFA charter holder.

Prior to joining ModernAdvisor in 2015, Isaac was a Portfolio Manager at KCS Fund Strategies, a firm specializing in creating portfolios for pension plans and high net worth investors.

Isaac holds a Bachelor of Business Administration degree from SFU.

ModernAdvisor portfolio manager

Isaac Schweigert, CFA

Portfolio Manager and CCO

Gordon has 20 years experience as a discretionary, fee-only portfolio manager and holds the Chartered Financial Analyst (CFA) designation.

His other investment roles have been investment performance analyst, research analyst, and retail financial adviser.

Before entering the investment profession, Gordon received a Master of Science degree in Mathematics and taught mathematics, statistics, and computer science in colleges.

ModernAdvisor portfolio manager

Gordon Ross, CFA

Portfolio Manager

ModernAdvisor Account Officer

Colm Flavin

Account Officer

Financial Planning and Marketing Team

Michael has over 15 years experience as both an investment and insurance advisor, and holds the Certified Financial Planner (CFP), CIM, and CHS designations.

In addition to his work with several industry education providers, he is also an award-winning author and contributes regularly to numerous personal finance publications.

Michael also has degrees in Mathematics and Computer Science, and teaches mathematics and finance at Algonquin College in Ottawa.

ModernAdvisor certified financial planner

Michael Callahan, CFP, CIM

Certified Financial Planner

ModernAdvisor marketing

Krysten Merriman


The Technology Team

ModernAdvisor Director of Software

Anthony O’Connor

Director of Software

ModernAdvisor software developer

Emily Bird

Software Developer

ModernAdvisor software developer

Darryl Clarke

Software Developer

ModernAdvisor software developer

Yuki Toyoshima

Software Developer

ModernAdvisor technology advisor

Mehran Heidarzadeh

Technology Advisor

Board of Advisors

ModernAdvisor business advisor

Ali Tajsekandar

Business Advisor

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