Mike is the CEO & Founder of TMFD Financial, formerly TMFD Financial. Having worked in the business since 1987, he brings expertise in tax planning, accounting and personal financial planning to dental clients. Mike manages a “Family Office,” a one-stop center for dentists, aligning clients’ dental practices with their personal lives. With access […]
Howard J Atkinson is President of TMFD Financial, focusing on business development and corporate strategy. Prior to joining TMFD Financial he was a founder and president of Horizons ETFs Management Inc. and over his three decades in financial services has held executive positions with Mackenzie Financial Corporation, CI Funds and Barclays Global Investors Canada Ltd. His […]
Chartered Accountant and financial planning advisor, Stive specializes in providing advanced tax planning strategies for the dental professional. Stive graduated from the University of Toronto in 1989. After articling for two years, he received the Chartered Accountant (CA) designation in 1992 and his Certified Financial Planning (CFP) designation in 1998. Previously, Stive worked in public […]
Gary is Vice-President of Operations at TMFD Financial overseeing day-to-day activities. Prior to joining TMFD Financial in early 2013, he was employed by CI Private Counsel managing the high net worth program available to clients of Assante advisors. Previously, Gary had a 20-year career at Procter & Gamble in various functions. He holds the […]
President Consulting – Dale Tucci is the President of consulting at TMFD Financial. Dale and her team offers a wide variety of custom practice management services, transition planning, business coaching, associate recruiting, and marketing and human resource services. Dale is trusted by thousands of clients and has a 25-year record of success providing hands on solutions.
Bob is based out of the TMFD Financial Ottawa office. Bob obtained his Bachelor of Commerce degree in 1973 from Queens University and received his designation as a Chartered Accountant in 1977. He has been in private practice since 1979, consistently providing a high quality level of professional services to a diverse client base. In […]
Chris is Senior VP of Advisory Services at TMFD Financial. Chris has over fifteen years of experience advising clients on tax, investment, and estate planning strategies to achieve their financial goals. Chris believes in helping clients make informed choices and takes great pride in developing comprehensive financial plans for dentists. Prior to joining […]
A Senior Financial Advisor with Assante Wealth Management Ltd. and a member of the TMFD Financial team since 2009. Josh believes in providing sound financial advice to clients by taking in their entire personal and professional picture. This includes Investment Analysis with a focus on proper Risk Exposure, Tax Minimization Strategies, Retirement Planning, and Estate Planning […]
Hajra is a veteran of the financial services industry with over 20 years of experience and joined TMFD Financial (Financial) in 2015. Hajra spent the majority of this time developing financial strategies tailored to assist clients to realize their vision. This included developing investment, insurance, tax and estate planning strategies as well as the implementation of […]
Jay joined the TMFD Financial team in June 2015 and is a graduate of Laurier University with a degree in Business and Psychology. His previous experience working in financial services includes banking, investments and personal tax. As part of the advisory services team he develops customized, comprehensive financial plans for clients.
Derek and his team in Oshawa service our dentist clients in the Durham and surrounding regions, including working with dentist members of DODS (Durham Ontario Dental Society). Since 1986, Derek has helped clients set and achieve significant goals, both financial and personal. He has a keen sense of keeping the balance between saving for the […]
Scott is based out of the Oshawa TMFD Financial office.As a licensed insurance and mutual funds representative, Scott is committed to providing clients with relevant products and services to meet all of their wealth management needs. He works closely with Derek to ensure regular communication with their clients. This allows their team to identify problems […]
Mike joined the TMFD Financial team in early 2017. He has 20 years of experience in the financial sector, with over a decade of experience managing equities and derivatives for large institutional clients. Over the past five years, Mike has been helping families with comprehensive wealth management including investments, estate planning and insurance. Mike holds […]
Kris has a degree in Business from the University of Prince Edward Island and a Post Grad in Financial Planning from George Brown College. Prior to joining TMFD Financial in early 2017, Kris worked as a Senior Financial Advisor with one of Canada’s Big Five Banks, as well as a Marketing Coordinator for Village Orthodontics. […]
Adam joined TMFD Financial in 2017, and is a graduate of Fanshawe College in his hometown of London, ON with a diploma in Business Finance. As part of the financial planning team at TMFD Financial, Adam leverages his previous experience providing investment and insurance advice to develop customized, comprehensive financial plans for TMFD Financial clients. Adam is […]
Tracy Klander is a senior vice president with TMFD Financial, Consulting services and brings a wealth of experience to dental professionals. She is well liked by dentists and team members who enjoy her calm, friendly demeanor. Tracy has more than 20 years’ experience consulting in Canada and the United States and continues to meet or […]
Cindy Mark is a senior vice president with TMFD Financial, Consulting services and has over 30 years’ experience working in the dental profession. Cindy has expertise assessing opportunities and coaching dentists and team members to implement strategies to improve practice performance. Her clients and their team members can attest to her “can-do” approach and support […]
With a decade of experience in the financial services industry, Raj specializes and manages the estate planning and group benefit division for TMFD Financial. In support of the “Family Office” concept, Raj’s integrity and expertise is evident in the concepts and plans he presents. He is dedicated in providing exemplary customer service to […]
Sharon has over 20 years of experience in the financial services industry. She started with Sun Life Financial as Business Manager of the Mississauga Branch for 12 years before joining Assante Financial in 2001 working for another advisor. Sharon became a member of the TMFD Financial team in May 2013 as Client Support Administrator.
Joan is our “Go To” person who has been part of the TMFD Financial team since November of 2014. Joan brings with her over 14 years in administrative experience and 5 ½ years’ experience in IT, event planning and database management.When she isn’t busy helping others at work or behind her desk managing our database, […]
Sana Tahir has been with TMFD Financial since 2016 and was hired as a Marketing Associate. Sana also manages the events department for TMFD Financial. Previously, Sana worked as an events director for a multimedia company. She graduated with honors from University Of Toronto with a double major in Communication Culture & Information Technology Administration […]
Pankaj has been part of the TMFD Financial team since 2003. Pankaj specializes in Personal and Corporate Accounting, Filing Tax Returns and Tax Planning. He has over 20 years of experience in the financial industry and 10 years of experience in computer software programming.
Deep joined the TMFD Financial team in 2016. Deep brings with him 8 years of accounting experience. In his spare team, he likes to travel with his wife and is also in the process of completing his CPA.
Roshini recently joined the TMFD Financial in September 2014 as part of the Accounting and Tax Team. Roshini has over 25 years of experience in Financial & Accounting Services to a wide range of industries. Expertise include providing consolidated financial reporting, analysis for management reporting, bookkeeping, general ledger reconciliations, cash flow forecasting, budgeting, compliance with […]
Mercy joined TMFD Financial in 2016. Mercy brings with herself 5 years of accounting experience. In her spare time she likes to read, travel and volunteer in community events.
Mary has been with TMFD Financial since 2000 as an Administrative Assistant. Prior to joining us, she worked at HR Block. Mary has over 20 years of office experience, and manages all aspect of administration duties & bookkeeping, as well as back office administration support for the financial advisors, including maintaining existing & new client […]
Rose Rago (aka Mama Rosa) has been a member of the TMFD Financial team since 1995 and her warm and welcoming personality makes her a great Director of First Impressions. Rose liaises with clients, suppliers, and staff as an integral member of the team. You will get to see her lovely smile welcoming you when you […]
Wanda’s official title is Administrative Assistant. However, she is commonly referred to as the Director of First Impressions, as her bright smile is usually the first thing you see when you come to our Oshawa office! Her role includes reception, scheduling, event planning and general administrative duties. Her teaching background helps keep us organized and […]
Syed is a member of TMFD Financial since January 2015. Prior to joining the TMFD Financial team, he was working as a financial advisor at Sunlife Financial. His industry experience ranges from portfolio administration for various financial institutions and high net worth clients to the sales of financial products such as stocks, mutual funds, and insurance
Kacey brings years of experience in understanding the needs of her clients and tailoring solutions that exceed the expectations. Prior to joining the team at TMFD Financial, she was a Financial Advisor with Edward Jones.