Our financial specialists work exclusively with members of the education community and as such, understand the complexity of educators’ financial realities. These realities are different. Our financial specialists work closely with you providing customized financial planning advice that gives you confidence that you will achieve your dreams and aspirations by focusing on things like protecting you against educator-specific pitfalls such as cash flow concerns, potential pension income gaps, gratuities, etc.
Educators helped Judy and I realize our retirement dreams of spending winters on our sailboat in the Bahamas.
Not only did Educators assist with my goals, they also helped to kick-start the financial future of my children!
I like how they really understand our members, which means advice on cash flow, pension, and other things, that they can count on.
Ahmed brings a world of experience to his position at Educators – literally. After studying economics in Lausanne, Switzerland, and living in Dubai, Qatar and Egypt, he decided to build his future in Canada. With the Canadian Securities Course, Personal Financial Planner designation, and 7 years working with RBC under his belt, he now helps others create their futures as well. “Canada welcomed me almost 10 years ago and ever since I’ve tried to give back, providing advice to help Canadians grow their assets, maximize their retirement income and achieve their lifetime goals.” Ahmed’s grandfather was the Dean of a college, giving him an insider’s perspective of the education community. He is also fully bilingual in French and English. Ahmed appreciates Educators’ focus on the community and how it provides valuable, in-depth advice around issues unique to the education community, such as understanding the Ontario Teachers Pension Plan and OMERS pension, and navigating pension income gaps.Email Ahmed
Alana’s career shows the value of pushing yourself to do and learn more. During her career with TD Bank and RBC as a Financial Advisor, Financial Planning Associate, and Real Estate Associate in Commercial Banking, she not only launched new products, ran Financial Planning campaigns, and developed training programs … she also hosted and produced a Canada-wide employee podcast!
She recently completed the MBA Essentials course at the Rotman School of Management, and has achieved accreditations with CSC, CPH and WME. She also completed the 90-day training for trading.
In terms of ‘why’ she pushes herself, it’s to be able to help people with her expertise. “Banking, investing and finance are complex topics, with many variables,” she says. “Nothing beats the satisfaction I get when a client tells me about the impact I’ve made on them and their loved ones.”
She enjoys working with Educators Financial Group. “I’m working with the most dedicated group of individuals, helping another set of the most dedicated group of individuals. It’s a beautiful thing.”Email Alana
There’s a lot to managing ones finances today – from establishing convenient and economical day to day finances, to understanding debt, to choosing investments to save for your future. With his diverse experience, Bill can help Educators Financial Group clients with it all. At the Bank of Montreal, Bill started as a teller and worked his way up to become Financial Services Manager, acquiring his mutual fund license along the way. He has helped clients build their portfolios with investments such as GICs and mutual funds. “I am looking forward to helping education members with their financial needs at every stage in their careers – from just starting out, to preparing for retirement”, says Bill.Email Bill
After graduating from Sheridan College with a Business Administration – Marketing Diploma, Brad quickly established the financial industry as where he wanted to be. Starting as a teller at BMO nearly 2 decades ago, he quickly progressed through various roles of Lender, Compliance Officer, Private Banker, and Branch Manager, until he became a Financial Planner and found his true calling. Along the way, he obtained his Certified Financial Planner (CFP®) and Responsible Investment Specialist (RIS) designations.
Brad finds great satisfaction in being part of people’s financial journey through life, as an advisor, mentor, and partner. He especially enjoys working with teachers, saying, “I have huge respect for them. A teacher was the one who inspired me to reach for the stars. And, like teachers, I have a passion for educating others and empowering them with the right tools and resources to make smart financial decisions.”
Outside of work, Brad’s passions include sports – golfing, skiing, and rooting for the Toronto Maple Leafs – and his 4 kids.Email Brad
Education members working with Chris Knoch truly have the best of both worlds. As he worked as a teacher for 32 years, Chris knows first-hand about an educator’s financial challenges, and the importance of financial literacy. “As a teacher I witnessed the gaping void in educating our youth in the area of financial literacy, therefore my favourite aspect of working in the financial field is educating clients of all ages in the intricacies of the financial world”, he says. Now, as an Accredited Mortgage Professional (AMP) and experienced Mortgage Agent, he combines this personal insight into educators’ needs with an in-depth and specialized education in mortgages and the real estate market. Working at Educators, Chris has found that there is a “team atmosphere, which creates an atmosphere of ease and camaraderie as we all strive to assist our clients.”Email Chris
Chris Tamber brings to Educators more than 20 years’ experience in the financial services industry. Prior to joining the Educators team, Chris spent many years working for Phillips Hager and North, RBC Global Asset Management as an Investment Funds Advisor, working with both private and non-profit clients providing financial and investment advice and solutions to guide them on the path to financial success. Chris earned an Honours Business Administration Diploma from Seneca College and is working towards becoming a CFP® (Certified Financial Planner). He also holds a financial planning certificate from George Brown College. Chris explains why he was drawn to Educators: “Advisors and teachers share a sense of service. They both want to make a clear, tangible difference in the lives of others.”Email Chris
One look at Corrinne’s accreditations and you know that she clearly values education and lifelong learning. In the 20 years that she’s worked for major banks such as TD Wealth, CIBC, TD Canada Trust, and Canada Trust, she’s achieved her CFP (Certified Financial Planner), RRC (Registered Retirement Consultant), and RIS (Responsible Investing Specialist) accreditations. As the daughter of a teacher and parent of 3 grown children, she knows firsthand that “teachers educate, shape and influence how our children see the world, setting the tone for how they will become contributing members in our society.”
Corrinne embraces the fact that Educators truly promotes financial literacy via workshops, webinars and personal client meetings. “By increasing our clients’ financial literacy, we give them peace of mind about their future, which in turn lets them focus on what they do best – teach. It also gives them essential financial knowledge which they can teach their students.”
Corrinne is always excited to make a difference and share her knowledge. Give her a call today.Email Corrinne
With 15 years of experience in the financial industry, Darryl brings specialized knowledge in the realms of pension and retirement plans, in addition to his proven ability to offer sound, strategic advice on a wide range of other financial planning areas. Darryl has a diploma in Business Administration from Algonquin College in Ottawa, a Registered Retirement Consultant (RRC®) designation from the Canadian Institute of Financial Planning, as well as a Life Insurance License from the Financial Services Commission of Ontario. He also recently achieved his Certified Financial Planner® designation. As for what he enjoys most about working with the education community, “I would have to say it’s educating the educators… helping them to clarify and prioritize their financial goals, then implement a plan of action.” Darryl can answer your needs in both French and English.Email Darryl
A resident of Orleans, Ottawa, Ed comes to Educators Financial Group from BMO Nesbitt Burns. After 20 years of helping people from all walks of life achieve their financial goals, he’s enjoying working specifically with education members. “It’s an opportunity to apply my skills to a unique group, which I believe is underserved by the financial community”, he says. A believer in ongoing education, he has his Financial Planner 1 and 2, Personal Financial Planner certification, Canadian Securities Course, and is taking his Certified Financial Planner certification. A father of two, Ed says, “serving the education community is a way to say thanks for their service to our children and communities.”Email Ed
Federica is all about time with family. Her belief in the importance of family, combined with the knowledge and experience gained in 40+ years in the financial industry, drives her passion for helping educators see their homeownership dreams come true. As an Accredited Mortgage Professional (AMP), Federica finds solutions for clients of all financial backgrounds. “I enjoy working with the education community, providing help and guidance to clients who consistently help others,” says Federica.Email Federica
With a passion for putting financial plans into action, it’s no surprise that Certified Financial Planner professional Franc Oliveri is a big fan of Warren Buffet quotes. One of his favourites is “In the world of business, the people who are most successful are those who are doing what they love.” Before joining Educators, Franc put his love of the financial field to work at Scotiabank, providing proactive planning and advice so individuals and families could put their finances on autopilot and focus on other aspects of their lives. He is pleased to be at Educators, because he believes it provides incomparable service to education members who work so hard in the formation and development of others.Email Franc
Graham has had a lifelong link to the education community. Not only did he grow up in a household headed by educators, but after getting his Bachelor of Science and MBA at Niagara University, he taught at Niagara College’s School of Business. Before joining Educators, Graham worked in advisory roles at TD Canada Trust and Meridian Credit Union and currently holds both a PFP (Personal Financial Planning) and CFP designation (Certified Financial Planner). Graham enjoys applying his financial planning expertise to empower the education community. “Having been raised by educators, I understand the sacrifices the education community makes for the growth and development of our future generations. I am passionate about giving back to the community that gave and continues to give me so much, so I can help enrich their lives like they did for me.”Email Graham
When it comes to knowing educators firsthand, Jim Wanamaker has an advantage—he comes from a family of educators. Jim brings many years of experience in financial planning, retirement counselling, and investment advice. Prior to joining our team, he was a Financial Services Manager at one of the largest banks in Canada and has also worked for a leading insurance company. Jim holds a Bachelor of Commerce from the University of Windsor, a B.A. in Psychology from the University of Guelph and the Certified Financial Planner (CFP®) designation. What advantages does he bring to his clients? “It’s the fact I understand the financial concerns of our client. This enables me to recognize their needs, and assist them in attaining their personal financial goals.”Email Jim
After getting his bachelor’s degree in Business Administration in northern Ontario’s Lakehead University, Kody settled in the ‘banana belt’ of southern Ontario, working in the life insurance industry, and then CIBC. At the latter, he practiced holistic financial planning as an investment specialist and financial advisor. Working as a financial planner lets him combine learning, teaching, math and people – a great combination. He’s excited to work with education professionals to improve their financial lives and achieve their retirement goals. “Helping individuals who value education and knowledge is a small way I can give back for all they do. It’s very fulfilling to me.”
Kody says he loves to learn, and it’s apparent in the courses he’s taken and accreditations he’s achieved, which include Certified Financial Planner Professional, Personal Financial Planner, Canadian Securities Course, and the Conduct and Practices Handbook Course. He is currently studying to become a Chartered Investment Manager.
When not studying, Kody is a big bicycling fan and enjoys hitting the road and watching F1 races with his fiancé.Email Kody
Lisa’s love for knowledge and comprehensive background in the finance and investment sector enables her to provide educators with the sound financial solutions they’re looking for with the right combination of smarts, and heart. The ‘smarts’ comes from 15 years experience in several roles within the financial services sector. Having graduated from the University of Toronto with a Bachelor of Economics, Lisa has also obtained her Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI) designations. She completed the Registered Retirement Consultant designation through the Canadian Institute of Financial Planning. Lisa’s love for knowledge and dedication to learning motivated her to join the Junior Achievement Program.Email Lisa
Malavika graduated from the University of Windsor with a Bachelor of Liberal Arts and Professional Studies degree. During her three years working in the financial field, she achieved her certification in Mutual Funds (IFIC) and rose through the ranks at TD Canada Trust to the position of Financial Advisor.
She is excited to work with Educators Financial Group as it allows her to sit down with her clients and curate an in-depth and personalized financial plan to reach their personal goals. “Coming from a family with generations of educators, I am eager to help understand what the members of the education community need to help reach their financial goals,” she says.Email Malavika
Marjan’s background combines post-secondary studies in business, working with one of Canada’s major banks, and a personal commitment to helping educators – making her the perfect addition to Educators Financial Group!
After graduating from Ottawa’s Carleton university with an MBA degree, she developed a solid understanding of financial products and services as a financial advisor at the Royal Bank of Canada for 4 years.
Marjan’s interest in educators is personal. She has two teachers in her family and admires them for their efforts to increase levels of education and culture in our society. Because of this, she says, “I want to live in a world where educators have no financial concerns … where teachers are in good financial standing, especially when they retire.”
To ensure she helps Educators’ clients achieve their personal financial goals, she is committed to continuing to increase her own financial knowledge and keep up-to-date. To this end, she will complete her PFP designation in the near future.Email Marjan
Matthew’s strong interest in investments and finances began in his early years. He graduated from the University of Toronto with a major in both Statistics and Economics. His passion for educating others in finance started with tutoring at a young age and translated successfully into a position at TD Bank, and consequently as Senior Financial Advisor at Educators Financial Group.
Matthew is thankful for the guidance of his mentors in leadership roles who helped him achieve his career goals. Today, at Educators, Matthew delivers the same positive experience to his clients by providing the utmost care and attention in helping them make informed financial decisions. By offering detailed explanations and honest guidance, he hopes to alleviate all the complexities that come with financial planning. “I’m here to make your life easier, that way you can start focusing on your life goals.” says Matthew.
Matthew has completed CFA Level 1, the Certificate in Advance Financial Advice with CSI (Canadian Securities Institute) and is working towards becoming a CFP® (Certified Financial Planner).Email Matthew
Michail Tsirikos is all about focusing on goals. In his spare time, he’s an avid soccer player and coach who shows his team how to score. And professionally, for the past 9 years at Educators Financial Group, he’s honed his skills as a Customer Service Rep, Account Manager, and now Senior Financial Advisor, to help his clients reach their financial goals. Certified as a Personal Financial Planner, his own goals include completing the CFP® certification, and then moving on to become a Chartered Financial Analyst. Michail believes that being a member-driven institution helps to make Educators unique. “Being part of a community and looking out for one another is great”, he says. He looks forward to continuing to make a difference in his clients’ lives and knowing they are on the right path.Email Michail
Mohammad has had two major influences in his life: the study of finance and the love of basketball. While working towards his Bachelor of Commerce degree at York University, he was able to apply both – studying Finance while playing basketball. After graduation he worked for CIBC, where his background in finance helped him grow quickly, hold multiple positions, and acquire an in-depth understanding of the industry.
Mohammad says that basketball has taught him countless lessons about life, and his profession. As an athlete, he experienced the impact a good coach can have. That’s one of the reasons why he’s now with Educators. “Some of the most influential people in my life were my coaches in school,” he says. “To be able to give back to that community is a major reason I chose Educators Financial Group.”
Now, he’s continuing to pursue both his passions. As a Financial Advisor at Educators Financial Group, he is augmenting his studies by acquiring his Certified Financial Planner certification, while in his spare time volunteering as a coach/trainer for youth in the non-profit organization, Play Forever.Email Mohammad
Nadeen acquired her true passion for financial planning early in her career when she started to see the impact her advice and guidance had on her clients. She has since obtained her Personal Financial Planner (PFP®), Qualified Association Financial Planner (QAFPTM), and Certified Financial Planner (CFP®) designations.
Before joining the team at Educators Financial Group, Nadeen has spent over a decade in banking including a position as an Assistant Branch Manager at RBC, where she also volunteered for community events. She is excited about how Educators is dedicated to helping the education community with their financial needs. “Teachers are my super-heroes,” she says. “They’ve made a huge impact on who I am today, and I am proud to give back to this incredible community.”Email Nadeen
Natalie enjoys helping her clients feel at ease. In fact, one of the things she enjoys most about working in the financial field is the challenge of helping others achieve peace of mind about their finances. “Especially during volatile times, you have to stay on top of market updates, and be able to educate your clients in plain language about how their hard-earned income is being impacted.”
And she’s been doing just that over the last few years. Shortly after receiving her Bachelor of Commerce degree from the University of Guelph, Natalie worked at TD Bank for over 4 years where she gained experience in Asset Management. She also has experience in project management for commercial real estate and has successfully obtained her Investment Funds in Canada (IFC) certification from the Canadian Securities Institute.
When asked about why she chose to come to Educators Financial Group, she said, “It’s very rewarding to help the education community, to give back to those shaping our kids and young adults today.” She feels that Educators Financial Group is unique, because its specialists “speak the same language” as their clients in the education community, making it easier for clients to feel more comfortable in making life-impacting decisions about financial planning, investments, and lending services.
Outside of work, Natalie enjoys spending her time at dog volunteering and fostering events, finding forever homes for dogs.Email Natalie
“As a coach, you need two things – you need to understand your subject, and you need to understand people,” says Nick Rao. Coaching and relationship building are Nick’s passions. As a mortgage specialist for the Royal Bank of Canada for 7 years, he helped hundreds of clients achieve their short- and long-term goals. Then, as a lending consultant at Canada Life for 3 years, he coached a team of financial planners on how to help their clients achieve their financial goals by utilizing their lending solutions.
At Educators Financial Group, Nick brings these passions – along with his Bachelor of Commerce degree – to help members of the education community with their finances. “I am proud to be at Educators Financial Group and find it extremely rewarding to help the people who are shaping the future of our nation,” he says.Email Nick
Phil’s wealth of experience includes working with several of Canada’s largest financial institutions, including RBC for 15 years, BMO for 1 year, and Scotiabank for 4 years. After receiving a degree from Seneca College in Golf Course Management, he took the Canadian Securities Course and received his accreditation as a Personal Financial Planner (PFP®).
Outside of work, Phil stays active by playing many sports, including hockey, golf, and practising Taekwondo.
He is looking forward to working with Educators Financial Group’s clients because “some of Educators’ clients are so focused on their career that dealing with finances can be daunting and sometimes confusing. I look forward to helping educate them on finances and planning for their future.Email Phil
Poorbi brings a world of experience to Educators, having studied in India and Vancouver before settling in Toronto. She was drawn to the financial sector because it is ‘exciting, challenging and fast-paced’, and has achieved her Bachelor of Commerce degree, a Diploma in Financial Planning, and the Investment Funds in Canada certification from Canadian Securities Institute. She is currently working towards the Personal Financial Planner (PFP) designation.
Before coming to Educators, Poorbi worked as a Banking Advisor for RBC and Financial Advisor for TD Bank. She chose Educators Financial Group because she loves that it focuses on providing financial advice exclusively to members of the education community, who contribute so much to our society. She looks forward to putting her love of working with numbers and educating people to work, helping educators meet their financial goals and grow their hard-earned money.
When not hard at work in the world of finance, Poorbi will be found exploring the world through travel.Email Poorbi
Shannon knows how to make a dream become a reality. Growing up, she had two dreams: becoming a teacher, and working in the business world. Today, she has achieved both, through a career where she teaches clients about the business of finances. She has her CFP® (Certified Financial Planner) and RRC® (Registered Retirement Consultant) designations and aims to ultimately become a CFA® (Chartered Financial Analyst).
Working as a Financial Advisor at Scotiabank, she developed in depth knowledge of borrowing and investing. She has chosen to work with Educators Financial Group because, “Some of the most influential people in my life have been my teachers. Working for a company that has the teaching community’s best interests at heart really drew me in.” Shannon looks forward to helping her clients at Educators achieve their dreams.Email Shanon
Rhonda is a retired secondary teacher from eastern Ontario and a graduate of Queens’ University. Elected to the Executive of the Ontario Secondary School Teachers’ Federation in 1999, she served as President of OSSTF from 2003 to 2007. She was appointed Secretary-Treasurer of the Ontario Teachers’ Federation, the professional association for all teachers in Ontario and the co-sponsor of the Ontario Teachers’ Pension Plan, until her recent retirement. She completed the ICD.D. designation with the Institute of Corporate Directors in 2014.
HR Committee Chair
Ms. Welling is an experienced Corporate Director with an accomplished career as a Senior Financial Services Executive. She managed several complex International and Canadian Businesses for Scotiabank, including: Insurance; Pensions; Asset Management; Private Banking; Investment Advisory; Direct Investing and Trust Services. Cathy spent her career in a highly regulated industry and has been a Senior Executive on several core Oversight & Governance Committees. She also sat as Director on several Scotiabank-related Boards which were both private and publicly traded. Cathy retired from Scotiabank in 2017 as Senior Vice President, Insurance, Pensions and Wealth for their International Bank.
Ms. Welling received her ICD.D designation from the Institute of Corporate Directors and currently sits as Director for CDSPI, C6 Launch Systems Inc. and contributes to multiple Independent Review Committees in the Canadian Mutual Funds industry.
Governance & Nominating Committee Chair
Janet Dalicandro is the President and Co-Founder of Enrichment Enterprises Inc., a strategic consulting practice that helps education institutions, community organizations, corporate and not-for-profit boards, and their CEOs and leadership teams to “come to clarity” on key business issues. Enrichment Enterprises Inc. provides strategic planning, board governance and executive coaching services. Janet has led three different technology and services companies, with operations across Canada, internationally and online. She is currently Chair of the Board at Crosslink Technology Inc. and a Board member of The Rekai Centres, a multi-site long term care centre. She holds the ICD. D. designation from the Institute of Corporate Directors and serves as an ICD. D. examiner for that designation.
Jim SprayC.Dir., CPA, CA
Audit Committee Chair
Jim Spray was born in and attended elementary and secondary schools in Toronto. Jim graduated from the University of Toronto with a Bachelor of Arts. He worked for Grant Thornton as an auditor and obtained his Chartered Professional Accountant designation during that time. He later earned his Chartered Director designation from The Directors College at McMaster University. Jim joined OSSTF/FEESO in 1991 as the internal auditor, and later became the Controller at the Provincial Office. In July 2011, he was appointed Chief Financial Officer/ Associate General Secretary. This role includes oversight responsibilities for the operational services including finances, information technology, production, human resources and property management.
Kumi is a seasoned financial services professional with an exemplary career leading several lines of business at the largest independent and organically grown Alternatives Asset Administrator, Citco (Canada) Inc. Citco is a full service Administrator, servicing some of the largest Hedge Funds, Fund of Hedge and Private Equity Managers globally. Over her fifteen years at Citco, she was a key member of the Canadian Leadership team overseeing the expansion of the Canadian office from 50 to 900+ staff during her tenure.
Kumi moved to RBC Investor and Treasury services in 2018, where she was responsible for all aspects of operations in Canada. RBC Investor and Treasury Services is a specialist provider of asset services, custody, payments and treasury and market services for financial and other institutional investors worldwide.
She subsequently led a Digital Client experience team focused on creating digital client journeys, available on demand, and focused on seamless delivery. Her team managed the top 50 clients and were responsible for client satisfaction and profitability.
Kumi graduated from the University of Toronto, with a Bachelor of Commerce, and received her CPA, CMA designation in 1997.
Peter von SchillingICD.D, CIM
Peter von Schilling has 25 years of experience in investment management and capital markets. Peter has extensive experience investing institutional capital in U.S. and Canadian listed equity securities with Polar Asset Management, as well as previous experience as an equity research analyst and investing in private equity. As a corporate and not-for-profit director, Peter strives to bring a broad range of skills and experience to boards including independent mindedness, critical judgement, stakeholder understanding and governance aptitude. Peter is currently on the board of Educators Financial Group, JAZZ.FM91 and the Adoption Council of Ontario and on the Investment Committee of the Institute for Research on Public Policy. Peter holds a MBA from INSEAD, a B. Math (Honours) from the University of Waterloo, a Canadian Investment Manager (CIM) designation and the ICD.D designation from the Institute of Corporate Directors.
Chris joined the Protective Services division at OSSTF/FEESO Provincial Office in 2015 and was promoted to Director of Negotiations and Contract Maintenance in January 2021. In June 2021, Chris was appointed to Associate General Secretary – Protective Services. Before working at OSSTF/FEESO Provincial Office, Chris was the Teacher Bargaining Unit Chief Negotiator in District 25, Ottawa-Carleton.
As the Associate General Secretary of Protective Services, Chris had various statutory and non-statutory responsibilities, including coordinating preparations for central table negotiations.
Chris has vast experience in negotiations, grievances/arbitrations, education finance, pensions, pay equity, benefits, and long term disability. The Protective Services Division assists in negotiating collective agreements for approximately 150 bargaining units employed by public and Catholic district school boards in Ontario and 6 Ontario universities.
Chris has also represented OSSTF/FEESO on the Central Labour Relations Committee, the Central Dispute Resolution Committee, the Ontario Municipal Employees Retirement System (OMERS), the Ontario Teachers’ Pension Plan (OTPP), and numerous committees and work groups dealing with a variety of Ministry Initiatives. He also represents OSSTF/FEESO as a trustee on the Employee Life and Health Trust (ELHT).
Chris was appointed to the position of General Secretary in October 2021 and commenced his duties in January 2022.
We’re made up of talented, creative, dedicated, and passionate problem solvers. We appreciate people who help make dreams a reality for our clients and our organization.
Thank you for your interest in applying to work at Educators Financial Group.
Send us your resume with covering letter at firstname.lastname@example.org and when there’s something available, we’ll get in touch.