Meet our team
Leadership
Sam Zahnd, CPA
President & Chief Executive Officer
TriCert Financial Group
Karan B. Sehgal
Chief Operating Officer
TriCert Investment Counsel
Michel Vervloet
Chief Compliance Officer
TriCert Investment Counsel
Brian Durno, CFP®, CFA®
Chief Investment Officer
TriCert Investment Counsel
Joel Baker, CIM, MBA
Chief Investment Strategist
TriCert Investment Counsel
Oliver Lee, BMath
Executive Vice President, Head of Insurance
TriCert Insurance Agency
Candis Fitch, CIM®, CIWM
Vice President, Portfolio Management
TriCert Investment Counsel
Vicki Tsang
Vice President, Operations
TriCert Investment Counsel
Rachelle Davidson-Evans
Vice President, Enterprise Engagement
TriCert Investment Counsel
Portfolio Management Team
TriCert Investment Counsel
Krishna Beharry, CIM®
Portfolio Manager
Scot Bolton, CLU®, CIM®, CFP®
Associate Portfolio Manager
Pat Downey, CIM®, CPA, MBA
Associate Portfolio Manager
Dave Gill, CFA®, MBA
Portfolio Manager
Lee Grimshaw, CFA®, MBA, ICD.D
Portfolio Manager
Ryan Hayes, CIM®
Manager of the Centralized Portfolio Management Team
Scott Hayman, CIM®, MBA
Portfolio Manager
Matt Hoggarth, CIM®
Portfolio Manager
Ali Karimi, CFA®
Portfolio Manager
Crystal Lauwerier, CFP®, CIWM, CIM®
Associate Portfolio Manager
Nicholas Leach, CFA®
Portfolio Manager
Fred Mabee, CFP®, CIM®
Portfolio Manager
Brayden Morris, CIM®
Portfolio Manager
Andrew Nonis, CFA®
Portfolio Manager
Abby Saurette, CIM®
Portfolio Manager
Alex Shufman, CFA®
Portfolio Manager
Matthew Town, CIM®
Portfolio Manager
Grayson Waechter, CFA®
Portfolio Manager
Colin Williams, CIM®
Investment Management Associate
Michael H. Williams, P.Eng, MBA, PCAM, MTax, CFA®
Portfolio Manager
Maria Wus, CFA®, CAIA®
Portfolio Manager
Anny Zhuang, CFA®, CFP®
Portfolio Manager
Wealth Operations Team
TriCert Investment Counsel
Brenda Annett
Associate, Wealth Operations
Veda Atmakuri
Associate, Wealth Operations
Kathy Chiu
Associate, Wealth Operations
Anna Fernezlian
Associate, Wealth Operations
Danny Giang
Associate, Wealth Operations
Ashley Hiusser
Team Lead, Wealth Operations
Kamaldeep Kaur
Associate, Wealth Operations
Oleksii (Alex) Kyrychenko
Senior Associate, Wealth Operations
Yasmine Mahfouz
Lead, Investment Operations
Belinda O'Brien
Team Administrator
Dhruvi Oza
Operations Specialist
Vieronika Pyrih
Senior Associate, Wealth Operations
Jagdeep Sivia
Associate, Wealth Operations
Komal Wahab
Associate, Wealth Operations
Financial Planning and Insurance Teams
Kara Cosford
Financial Planning Administrator
TriCert Private Wealth
Rachel Hammell, PFP
Financial Planner
TriCert Private Wealth
Shannon Hooper
Director, Insurance Advisory
TriCert Insurance Agency
Matt McCracken, CFP®
Senior Financial Planner
TriCert Private Wealth
Andrea McFadden
Life Insurance Support Representative
TriCert Insurance Agency
Finance and Compliance Teams
TriCert Investment Counsel
Parveen Fahad Patel
Compliance and Finance Specialist
Akbar Hussain, CPA
Controller
Ismaeel Mirza
Compliance Manager and Chief Anti-Money Laundering Officer (CAMLO)
Products and Solutions Team
TriCert Investment Counsel
Vesh-Yami Diaby
Full Stack Developer
Shannon Faulkner
Business Support Manager
Bassam Kaddoura
Full Stack Developer
Christine Murray
Digital Marketing Manager & Creative Services
John Stanley
Lead, Technology Solutions
