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 me 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
A graduate of the University of Toronto with an Honours Bachelor of Science degree specializing in psychology, Ashleigh went on to positions in commercial real estate, retail, and childcare before coming to Educators Financial Group. After years of serving the education community as a customer service representative, honing her skills in financial planning and investment advice, Ashleigh was promoted to Financial Advisor.
Ashleigh has an acute attention to detail. Her spare time is spent as an amateur film critic. At work, she uses it to help her provide Educators’ clients with the right advice for their specific financial future. “Working with the education community is rewarding,” says Ashleigh. “I feel that I’m giving back for the help teachers gave me when I was growing up.”Email Ashleigh
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
Born and raised in the London area, Caitlin has the know-how and experience to help with all of your financial needs, from mortgage and savings advice, to planning for retirement. A Certified Financial Planner professional, she is also a Registered Retirement Consultant and Registered Financial and Retirement Advisor. Caitlin has worked with 2 of the 5 major banking institutions in different roles, from working closely with mortgage specialists to various Senior Financial Advisor roles. “The best part of my day is celebrating financial milestones with people,” she says. “It can be advising how to pay down debt, purchase a new car or retirement! My satisfaction comes from knowing I helped in some way.” At Educators, she loves “working with members of the education community who are shaping our future leaders. They deserve the best sound advice, and a financial service team dedicated to helping shape their financial future.”Email Caitlin
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
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
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
Mara’s life is diverse. She has studied political science, economics, accounting, finance … as well as reflexology. Her passions range from finance (she’s worked in Collections, Operations, Underwriting, Lending, Sales Leadership and Business Development, and Sales and Client Experience) to being a Reflexologist. As a result, she believes in taking a broad, holistic approach with her clients. “We function in connectedness. Our finances are part of our journey, not necessarily something to be focused on in isolation,” she says. Mara is pleased to work at Educators, because the company supports education members who help our children by building a solid learning foundation and a safe place to explore and have fun. As a licensed mortgage agent, she looks forward to helping clients focus on all their priorities and celebrating with them as new chapters of their story come togetherEmail Mara
Mariam’s career reflects her strong passion to help others achieve financial excellence. Before joining Educators Financial Group, she held a number of positions at Scotiabank, most recently as a Financial Advisor, Investment and Retirement Planner. She has achieved accreditations at IFIC and is an accredited Financial Planner. Outside of work, her passions include hiking, biking, and pursuing martial arts with her 14-year-old son.
As a mother, Mariam understands both the value of education and of educators. She agrees with Epictetus that, “Only the educated are free,” and adds her own note to the Greek philosopher’s famous quote: “Teachers shape the future of a country. I am honoured to serve them, working with Educators.”Email Mariam
Mathew’s strong interest in investment and finance began in high school. His passion for educating others started with tutoring at a young age and translated successfully into a position at TD Bank, and consequently as Financial Advisor at Educators Financial Group.
As a student, Matthew was thankful for the guidance and education his teachers and professors gave him, that helped him achieve his career. 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. “Helping members meet their financial goals will help them meet their life goals, as well,” says Matthew.
Mathew has completed the CSC (Canadians Securities Course) 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 6 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
Early retirement. Pay grids. Pension income fluctuations. Mike Cunningham understands that education members have a lot of financial considerations, and that navigating it all can be puzzling. Using his education and experience to help clients solve the puzzle of their financial situation is what he enjoys most about the job. His qualifications help. In addition to taking the LLQP (Life License Qualification Program), Mike is a Certified Financial Planner professional (CFP) and Chartered Investment Manager (CIM). He brings over 10 years of experience working with Edward Jones and Sun Life Financial to Educators Financial Group, and is looking forward to working with educators. As he says, “Educators are knowledgeable, detail-oriented clients. They understand that knowledge is power, and are fully engaged in making the most of their investments.”Email Mike
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
Nanaki’s two passions, the environment and economics, are clearly evident in her studies and career thus far. She achieved a Bachelor of Science degree at McGill University, in Environmental Sciences and Economics. After graduating, she worked at the One Earth Initiative and interned at the United Nations Environment Programme.
Nanaki joined Educators Financial Group as a client services representative in 2020. Now a Financial Advisor, she is finding that her two passions can be combined – she has a particular interest in Environmental Social and Governance investing. Currently enrolled in the CSI Wealth Management Essentials course, she is committed to Educators’ and our clients. “I love to work with Educators,” she says. “It’s a close-knit group of professionals, dedicated to serving the education community.”Email Nanaki
After graduating from York University with a degree in Economics, Robert worked in the IT industry for a few years before shifting gears to become a Financial Consultant with Investors Group Financial Services. An avid Formula 1 Racing fan, he has a ‘track record’ of helping families build their financial future and plan for retirement. At Educators, he says he is looking forward to helping “a unique and intelligent group of professionals” with all their financial needs. Have questions about retiring? Talk to Robert – as well as being a Certified Financial Planner professional, he is a Registered Retirement Consultant, whose retirement dream is to follow the Formula 1 on its global tour!Email Robert
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 RRC® (Registered Retirement Consultant) designation from the Canadian Institute of Financial Planning, is working towards becoming a CFP® (Certified Financial Planner), 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
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.
Harvey Bischof is an English teacher from Durham and is the President of the Ontario Secondary School Teachers’ Federation (OSSTF/FEESO).
Harvey grew up in Pickering, Ontario where he attended elementary and high school. He earned a Bachelor of Arts (Honours) degree from Trent University, and a Master of Arts and Bachelor of Education degree at Queen’s University. He returned to the Durham area to teach English at Henry Street High School and then at Exeter High School.
Harvey served as the local OSSTF/FEESO District 13 Durham Chief Negotiator and President before his election to the Provincial Executive in 2007 as an Executive Officer. In 2011, Harvey was elected as a provincial Vice-President, and then as President in 2017.
Harvey believes strongly in evidence-informed practice in education and evidence-based decision making in public policy. He is a vocal advocate for a strong publicly funded education system with inclusive, full-service schools that offer robust and accessible supports for all students. An accomplished labour negotiator, he is also a coalition builder who has forged strong alliances within the labour movement at the provincial, national and international levels. Harvey is often sought out by the media as an articulate and authoritative voice on education issues in Ontario.
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.
C.Dir., CPA, CA
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 Schilling
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.
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.
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