TMFD Financial Team
Financial Advisors
Chris Molloy,
B.A.Sc., CFP®
Chris is Senior VP of Advisory Services at TMFD Financial and has over twenty-five years of experience advising clients on tax, investment, and estate planning strategies to achieve their financial goals. He believes in helping clients make informed choices and takes great pride in developing comprehensive financial plans for dentists. Prior to joining TMFD Financial, Chris worked as a financial advisor with one of Canada’s largest life insurance companies. Chris joined TMFD Financial in 1996 and became an advisor with Assante Financial Management Ltd. in 2001. He is a co-author of the book “Secrets of the Wealthy Dentist”
Hajra Hasan,
CFP®
Hajra is a Senior VP of Advisory Services at TMFD Financial. She takes a keen interest in seeing clients achieve their vision. She has over 25 years of experience providing clients with intelligent tax and financial planning strategies designed to help them achieve their financial goals and build net worth over the long term. Her work includes investment, tax, insurance and estate planning. Prior to working with TMFD, Hajra worked as part of a team in Calgary delivering and implementing financial plans for client.
Josh Belliveau CFP®
Josh specializes in complex situations with a focus on business owners, retired families and retiring families. He believes in an integrated approach tying all aspects of a family’s financial lives together with a focus on reaching their unique goals. Financial decisions have ramifications on every aspect of a financial life, and it is important to carefully consider all factors to make the best decision possible.
Kiran Patel MSc, PFP®
Kiran joined TMFD Financial in 2022. Kiran has several years of experience in the Financial Services, Insurance and Banking Industries. Kiran is responsible for establishing and maintaining client relationships, as well as providing advice on financial, tax, and estate planning. Kiran offers a holistic, goal-based, client-centric approach, empowering his clients to achieve their personal and financial goals. Kiran has a master’s degree in science (MSc) and holds a PFP Designation.
Jake Geisler.
Jake joined TMFD Financial in 2021 as an Associate. He works closely with the TMFD Financial Advisors team and assists in developing plans and strategies to help clients achieve their financial goals. Jake’s positive attitude and a high degree of personal attention help to enhance our clients’ wealth experience. Jake has a Bachelor of Fine Arts degree in New Media (BFA) and currently is working towards his Financial Planning Designation.
Insurance
Sanjiv Tidke
Sanjiv joined the TMFD team in 2022 after being TMFD’s key insurance support team member at Assante Wealth Management for over 10 years. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement the overall wealth management for our clients. He has worked in the insurance industry for over 12 years and worked on thousands of insurance cases to mitigate risks of the unexpected. His experience in the field of insurance, product engineering and product management allows him to customize comprehensive insurance solutions for our clients.
Sharon Schell
Sharon brings over 20 years of experience in the financial services industry. She worked with Sun Life Financial for 12 years as Business Manager of the Mississauga branch before joining Assante Financial in 2001. Sharon joined the TMFD Financial team in May 2013 as Client Support Administrator.
Tax & Accounting*
Stive Farronato, CA, CFP®
Chartered Accountant, Stive Farronato specializes in providing advanced tax planning strategies for the dental professional. A graduate of the University of Toronto, he received his Chartered Accountant (CA) designation in 1992 and his Certified Financial Planning (CFP) designation in 1998. Stive worked in public practice and with the Canada Revenue Agency before joining TMFD Financial at Assante Wealth Management Ltd. in 1995. He is also co-author of the book “Secrets of the Wealthy Dentist”
Deep Dhaliwal, CP / Senior Manager
Deep joined TMFD Financial in 2016 bringing in more than 8 years of experience in tax and accounting. For the past 7 years, Deep has gained extensive experience in working with dental clients and tax planning for medical professionals. Deep is passionate about working closely with clients to provide the right advise based on their financial and tax situation. Deep became a CPA in 2021 and is enrolled in the CPA In-depth tax course.
Pankaj Mehta.
Pankaj has been part of the TMFD 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.
Mercy Kedida
Mercy joined TMFD Financial in 2016, bringing five years of experience in bookkeeping and accounting services. She holds an honours degree in Sciences from York University. She discovered her passion for accounting while managing her own small business. Since then, she has successfully earned her CPA designation. Mercy has extensive expertise in preparing financial statements, conducting thorough financial analysis, and managing corporate and personal tax returns. She is proficient in tax planning and compliance, ensuring clients maximize their tax benefits while adhering to regulatory requirements.
Neb Trivunovic
Neb joined the TMFD Financial team in 2019. He has recently graduated from McMaster University with honours. Neb has gained extensive knowledge of accounting policies throughout the past four years and has experience in filing tax returns through his volunteer work with local tax clinics. Neb is currently working towards his CPA designation.
Avery Zhang
Avery joined the TMFD Financial team in 2018, and she has a wide range of accounting experience in the field of tax, financial reporting and performance management etc. Armed with broad-based background and skills, she is able to provide relevant and timely advice and assistance to business owners with their internal accounting, periodic reporting, and forecasting. Avery is currently working towards her CPA designation.
Ashleigh Snowdon
.With more than 10 years of public accounting experience, Ashleigh demonstrates expertise in preparing Notice to Reader and Review Engagement financial statements along with corporate and personal tax preparation and bookkeeping. She especially enjoys interacting with clients to provide ideas and solutions for their tax, payroll and bookkeeping needs. Ashleigh has been with our Ottawa office since 2013.
Nick Massenzio,
CPA, CGA
Nick has been with our Ottawa office since 2014. He has over 30 years of public accounting and income tax experience working for a local Ottawa CA firm and then a national CA firm in their owner managed business group. Nick obtained a Bachelor of Commerce degree from Carleton University and later successfully obtained his CPA, CGA designation. He specializes in owner managed business accounting, financial statements, corporate and personal income taxes and estate planning. Over the years, Nick provided professional services to a wide variety of clients including professional corporations in the health care industry.
Jason Rodgers,
CPA, CGA
Jason joined the TMFD Financial team in 2017. He brings with him over 12 years of accounting experience. Jason graduated from Arkansas State University in 2001 with a Bachelor of Science degree in Accounting. Jason received his CPA, CGA designation in April of 2016.
Yek Raj Shahi
Yek Raj Shahi Joined TMFD in 2021 and brings several years of experience in tax planning and accounting services with him. He has graduated in Professional Accounting Practices from Humber College with honor and winner of World Championship Award on Business Strategy Game 2020. Yek Raj Shahi is currently working towards his CPA designation.
Gaurav Bhatia
Gaurav is a recent hire as an Accountant for the Tax and Accounting department at TMFD Financial. Gaurav is an accomplished Chartered Accountant from India with a wealth of accounting, auditing, and taxation expertise. With a solid commitment to accuracy and integrity, he consistently delivers tailored financial strategies to optimize and streamline financial operations for clients. Gaurav is currently working towards his CPA designation.
Priti Gajabi
Priti joined TMFD Financial in 2022, bringing with her a Chartered Accountant (CA) designation from India, achieved in 2016, and over nine years of diverse professional experience. She specializes in offering comprehensive services in financial management, taxation, auditing, and accounting. Significant roles across Chartered Accountancy firms, private sector companies, and the non-banking financial sector have marked her career. Priti's expertise lies in adeptly managing the intricacies of financial compliance and regulations.
Marketing & Events
Maxine Trusty-Francis
Maxine is a seasoned event management professional, with over 20 years of experience in planning and executing both corporate and non-profit programs and events. Maxine joined TMFD in 2018 and brings a unique blend of creativity, innovation and organization to her work. Prior to her time at TMFD, Maxine led corporate events at RBC Insurance for over 17 years, delivering programs ranging from small-scale executive meetings to large employee and industry conferences with hundreds of attendees.
Maxine is skilled in every aspect of event management, from initial concept development to logistics, vendor management and on-site management. She creates memorable experiences that align strategic event management plans with business objectives.
Client Administration
Emilyn Tobias
Emilyn is an administrator with the advisory services team. She has over 20 years of experience in the investments and banking sector gained at a boutique investment bank and then at Citigroup Canada. Her background in treasury, trading, compliance and client services have been beneficial in performing her current role in wealth management. She obtained a Bachelor of Science degree in Management from Ateneo de Manila University, Philippines.
Taj Buttar
Taj joined TMFD Financial in 2022. She brings with her 6 years of Finance and 15 years of Banking experience. She graduated from Humber College with Business Accounting Program and holds a Mutual Fund License and Certificate in Financial Services Advice. Taj provides administrative support to Relationship Managers and their clients.
Maria Arellano
Upon completing the Bachelor of Science in Commerce, majoring in Marketing Management, at the De La Salle University in Manila, Philippines, Maria obtained years of experience in operations support, compliance, and client management. Her robust skill set led Maria to the TMFD Financial Group in 2022, where she became a client support administrator.
Rekha Gloria
Rekha joined TMFD Financial in 2024. She brings with her 15 years of experience in Investment and Insurance Administration. She graduated from Humber College with an Accounting Diploma and holds a Mutual Fund License and Certificate in Financial Services Advice. Rekha provides administrative support to Relationship Managers and their clients.
Zina Gebre
Mya Peynado
Mya is instrumental in assisting the TMFD team with administrative tasks, event management, marketing tactics and the TMFD dental academy and tackling several assignments at any given moment with ease and efficiency.
Sheena Tikaram
Lindsay Robb
Marissa Ranger
Marissa joined the Ottawa team in 2023. She graduated from Carleton University and has 10 years’ experience in administration. In addition to assisting our Accountants with tax preparation, Marissa enjoys working on the office frontline, providing a welcoming hand to support client's needs.
Tess Cortes
Amanda Sereboe
Management
Dennis Krok
After completing a BA in Economics from the University of Toronto and an MBA from the Schulich School of Business, he had an over twenty-year career as an advisor at TD Wealth and SVP at Mackenzie Financial. From there, Dennis became the RVP for Central Canada at Assante Wealth Management, where he helped over three hundred advisors with the practices, leading him to his current role with TMFD Financial in 2021 as Senior Vice-President at TMFD Financial of Advisory Services.
Nathan Jenner
Nathan is a dedicated financial advisor with a diverse background. Formerly a sporting goods store manager, he seamlessly transitioned into finance, leveraging his strong leadership skills and attention to detail. As a husband and father of four, Nathan understands the importance of financial stability and long-term planning. He is passionate about helping clients secure their financial future, drawing on his experiences as a family man. With industry expertise and a deep understanding of the value of financial security, Nathan empowers individuals and families to make informed decisions and achieve their financial goals.
Ian Jenner
Ian has always had a passion for helping people achieve their personal and professional goals. His business acumen (and understanding of how one creates and keeps wealth in order to provide security) is driven by a Financial Planning process that emphasizes an extensive view of wealth creation for each family’s unique set of requirements.
Over the past 24 years, Ian’s experience in all matters relating to finance have assisted many in their quest for financial security. Ian excels at a caring and comprehensive one-on-one approach with every client.
Ian is grateful that he decided to immigrate to Canada in his early 20s with his wife Fionna (who is from Scotland), to explore new opportunities: “Canada has been a blessing for our family. We couldn’t think of a better place to live.”
When Ian and Fionna are not actively participating in numerous roles within their community, you can find them spending as much time as possible enjoying the many adventures and exploits of their five children, and 13 grandchildren.
Jamie Geisler
CFP®, BA, Econ.
Even as a teenager, Jamie knew that he was meant to be a financial advisor. By working at his father’s home-building business while growing up in Powassan, Jamie learned the value of hard work and treating clients with empathy. At 16 years old, he would accompany his parents to meetings with their financial advisor; and at 17, he started to build his own investment portfolio.
Jamie graduated with a degree in economics from Wilfrid Laurier University, and founded the Assante Powassan office in 1994. The business was built on a simple philosophy: only recommend strategies and solutions that you would follow yourself.
As a Certified Financial Planner® professional, Jamie enjoys collaborating with his team, and specializing in retirement income and tax planning for individuals or corporations with investment portfolios in excess of $500,000.
When Jamie isn’t spending time with Lisa (his high school sweetheart + wife of over 30 years) and their two children, you can find him playing hockey with his lifelong friends.
Mandy Hummel
* Investment services and products are provided through Assante Financial Management Ltd. Insurance and insurance related products are provided through Assante Estate and Insurance Services Inc.