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 Schweigert, CFA
Portfolio Manager and CCO

Gordon Ross, CFA
Portfolio Manager

Colm Flavin
Account Officer
Financial Planning and Marketing Team

Michael Callahan, CFP, CIM
Certified Financial Planner

Krysten Merriman
Marketing
The Technology Team

Anthony O’Connor
Director of Software

Emily Bird
Software Developer

Darryl Clarke
Software Developer

Yuki Toyoshima
Software Developer

Mehran Heidarzadeh
Technology Advisor
Board of Advisors

Ali Tajsekandar
Business Advisor