Meet Our Team

Dave leads the wealth management business, servicing high-net-worth individuals, families and institutions across Canada and internationally.

Dave has over 25 years of experience within retail banking, full-service brokerage and discretionary investment counselling. He spent much of his career at two of Canada’s five major banks where his experience includes leading advice-based businesses focused on meeting the needs of mass affluent and high-net-worth clients. Most recently, Mr. Kelly was Head of Private Wealth Management and Financial Planning at TD Wealth.

Dave is a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Investment Manager (CIM©). He holds a Masters in Business Administration from the University of Toronto and an Honours Bachelor of Commerce in Management Economics in Industry and Finance from the University of Guelph. Dave has also completed the Professional Financial Planning Course (PFPC) and Canadian Securities Course (CSC).

As Vice Chair, Jeff oversees a number of the firm’s significant private and institutional client relationships. Previously, Jeff served as President & Chief Executive Officer of Gluskin Sheff, providing more than 20 years of leadership underscored by his commitment to client value.

Jeff is a director of the Perimeter Institute and chair of its investment committee.

Prior to joining Gluskin Sheff, Jeff was a Managing Partner with Gryphon Investment Counsel where he was involved in the management of C$2.6 billion of pension and endowment assets. He has also held several senior investment industry positions both in Canada and London, including Co-Head of Global Fixed Income at BMO Nesbitt Burns.

Jeff is a registered Portfolio Manager and holds a Bachelor of Arts degree in Economics from Western University.

As Vice Chair, Jim oversees many of the firm’s significant private client and institutional client relationships. Previously, Jim was Executive Vice President and head of the Client Wealth Management team at Gluskin Sheff.

Jim is a member of the Finance Committee of the Centre for Addiction and Mental Health (CAMH) Foundation and has also served as a Director of the Scotiabank CONTACT Photography Festival.

Jim has over 20 years of experience in the financial markets. Prior to joining Gluskin Sheff, he spent 10 years at Credit Suisse Securities (Canada) as both the Director of the Canadian Equity Research team and an Equity Research Analyst. Previously, Jim held senior positions at both UBS Securities Canada and TD Bank Financial Group.

Jim is a Chartered Professional Accountant (CPA, CA), a registered Portfolio Manager and holds a Bachelor of Arts degree in Commerce from the University of Toronto.

As a senior member of Gluskin Sheff’s Client Wealth Management team, Claire focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

Prior to joining Gluskin Sheff, she was an Institutional Portfolio Manager at Phillips Hager & North specializing in multi-asset mandates with a focus on equities for endowments, foundations and pension funds. Previously, she spent 14 years in capital markets in both Toronto and New York at Morgan Stanley and Scotia Capital advising on hedge funds and mutual funds.

Claire is a Chartered Financial Analyst (CFA) and a registered Portfolio Manager. She holds an MBA from the Schulich School of Business at York University and a Bachelor of Arts degree in Economics from the University of Western Ontario.

As a senior member of Gluskin Sheff’s Client Wealth Management team, Evan focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

Evan formerly served as a member of the Toronto East General Hospital “Laughter is the Best Medicine II” Gala Committee and was previously vice chair of the CFA Society Toronto Equity Committee.

Prior to joining Gluskin Sheff, Evan worked at Wellington West Capital as an Associate Portfolio Manager. Previously, he was an Investment Analyst at SEI Investments and a Derivatives Analyst at State Street Bank and Trust Company.

Evan is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds a Bachelor of Administrative and Commercial Studies degree from Western University.

As one of the most senior Managing Directors in Gluskin Sheff’s Client Wealth Management team, Bruce is entrusted with managing the portfolios of a large subset of our client base, primarily servicing the Greater Toronto Area. Bruce also oversees many of his senior colleagues in the team and provides leadership for the firm’s marketing and brand strategy.

Bruce has over 20 years of experience in the financial markets. Prior to joining Gluskin Sheff, he was Chief Executive Officer of Macquarie Private Wealth and one of its predecessor firms, Blackmont Capital. Previously, he held senior positions at Dundee Securities, CIBC Wood Gundy and Merrill Lynch Canada.

Bruce is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds a Bachelor of Commerce degree (Honours) from Queen’s University.

As one of the senior members of Gluskin Sheff’s Client Wealth Management team, Bruce is entrusted with managing the portfolios of a large subset of our client base, primarily servicing the Greater Toronto Area and Montreal. He also provides leadership on the firm’s charitable efforts.

Bruce serves as Chair of the Investment and Endowment Board, member of the World Executive Advisory Board and member of the Board of Trustees of Keren Hayesod at the United Israel Appeal. He is Trustee of the Jewish Agency for Israel and Immediate Past Chair of the UJA Federation of Greater Toronto.

Bruce has over 20 years of experience in financial markets. Prior to joining Gluskin Sheff, he was a Vice-President and Director at Toronto Dominion Asset Management.

Bruce is a Chartered Financial Analyst (CFA), a Fellow Chartered Professional Accountant (FCPA, FCA) and a registered Portfolio Manager. He holds an MBA from Stanford University, a Graduate Diploma in Public Accountancy and a Bachelor of Commerce degree (with Great Distinction) from McGill University.

As one of the senior members of Gluskin Sheff’s Client Wealth Management team, Adam advises high net worth and institutional investors on asset allocation and portfolio strategy. He is responsible for the firm’s client relationships in British Columbia and Manitoba, as well as the Greater Toronto Area. Adam is a member of Gluskin Sheff’s Operations Committee and involved with several technology initiatives underway at the firm.

Adam has 14 years of experience in financial markets. Prior to joining Gluskin Sheff, Adam was an investment banker with Avington Financial in London. Previously he was with BMO Nesbitt Burns in Toronto.

Adam is a Chartered Investment Manager (CIM®), a registered Portfolio Manager and holds a Honours Business Administration degree (with Distinction) from the Richard Ivey Business School at Western University.

As a senior member of Gluskin Sheff’s Client Wealth Management team, Dianna focuses on client relationship management and business development for foundations, endowments, and family offices.

Prior to joining Gluskin Sheff, she was EVP Investor Relations at Romspen Investment Corporation specializing in institutional relationship management, business development and relationship building in the consultant community. Previously, she spent 25 years in global custody business development and mutual fund distribution roles.

Dianna holds a Bachelor of Arts degree in Anthropology from the University of British Columbia.

Jeremy focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

Prior to joining Gluskin Sheff, Jeremy was an Analyst at CI Financial. Previously, he was part of the Client and Advisor Services group at CI Investments.

Jeremy is a Chartered Financial Analyst (CFA), a Registered Portfolio Manager and holds a Bachelor of Commerce degree in Finance from McGill University.

Derrick focuses on client relationships, portfolio & risk management and business development for private and institutional clients.

Derrick serves as a member of the Finance Committee at The York School.

Prior to joining Gluskin Sheff, Derrick worked in the private equity space at Greybrook Realty and Imperial Capital in Toronto. Previously, he provided financial advisory services to corporate and private clients at RSM Richter (since acquired by Ernst & Young).

Derrick is a Chartered Professional Accountant (CPA, CA), Chartered Business Valuator (CBV) and is currently pursuing his Chartered Investment Manager (CIM®) designation. He holds an Honours Bachelor of Business Administration degree from the Schulich School of Business at York University and completed the Exempt Market Proficiency (EMP) Course.

Emily focuses on client relationship management, portfolio & risk management and business development for private and institutional clients. In addition, she leads the Gluskin Sheff’s Women’s Events Series and spearheads the NEXGEN events series. She has also been actively involved with the firm’s marketing strategy.

Emily serves as a member of the board at Best Buddies and is a member of the Art Toronto Committee.

Prior to joining Gluskin Sheff, Emily held Investment Banking and Wealth Management positions at J.P. Morgan in London and New York, respectively. Previously, she was part of Morgan Stanley's Risk Management team in New York. Before her financial services career, Emily served in the Israeli Defense Forces’ General Chief of Staff Bureau and subsequently held the position of Senior Procurement Officer for the Israeli Defense Ministry’s Delegation to the USA in New York.

Emily is a Chartered Investment Manager (CIM®) and a registered Portfolio Manager. She holds an MBA from the Stern School of Business at New York University and an Honours Business Administration degree (with Highest Distinction) from the Zicklin School of Business at Baruch College.

Julia focuses on client relationship management, portfolio & risk management and offering wealth planning services to individuals and their families.

Julia has over 13 years of experience in building relationships with clients and their professional advisors, providing investment, wealth management and financial planning solutions. Prior to joining Gluskin Sheff, she worked with an established team at RBC Dominion Securities as a Senior Associate Wealth and Investment Advisor.

Julia is a Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®) and completed level I of the Chartered Financial Analyst (CFA) Exam. She holds a PhD and B.A. in Economics and a BSc in Computer Science from Kharkiv National University.

David focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

David serves as a committee member of St. Michael’s Young Leaders and an executive member of Royal St. George’s College Alumni Association.

Prior to joining Gluskin Sheff, David worked with Institutional clients and Family Offices at Phillips, Hager & North Investment Management as an Analyst.

David is a registered Associate Portfolio Manager, completed level I of the Chartered Financial Analyst (CFA) Exam and holds a Bachelor of Business Administration degree from Bishop’s University.

Zak specializes in insurance planning for business owners, high net worth and ultra-high net worth individuals and their families.

Zak serves as the Founder, Avery Goldman Fund, Sinai Health Foundation, Chair, Israel at 75 Mission, UJA Federation of Greater Toronto and is a Member, Professional Advisory Group, Baycrest Foundation. Zak and his family started the Avery Goldman Fund in memory of their son who passed away at birth, and for his twin brother Blake, who spent six months at the NICU at Mount Sinai Hospital.

Prior to joining Gluskin Sheff, Zak was a founding partner and insurance advisor at Sterling Park Financial Group where he has advised clients for more than 20 years.

Zak is a Family Enterprise Advisor (FEA) and Member, Conference for Advance Life Underwriting. He holds a Master of Business Administration from University of Toronto’s Rotman School of Business.

As the Head of Gluskin Sheff’s Wealth Planning team, Frans works collaboratively with key members of the firm to develop, manage and deliver a comprehensive wealth planning offering for clients.

Frans is an experienced senior financial services leader with more than 20 years of experience at some of Canada’s largest financial institutions. His expertise includes the leadership of HNW wealth planning programs, development of collaborative wealth planning experiences and planning practice management.

Frans is a Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI®). He holds a Bachelor of Arts degree from York University.

Ori focuses on client relationship management, portfolio & risk management and business development for private and institutional clients. 

Ori serves on the board of the Jewish Addiction Community Services (JACS) Toronto, is a committee member of the Barrie 2 Baycrest Annual Charity Bike Ride and a steering committee member of the Northwind Professional Institute High Net Worth Forum. He is also a former board member of the Canada Mathare Education Trust.

Prior to joining Gluskin Sheff, Ori worked at Goodmans LLP as an Associate with the Corporate and Commercial Law practice group.

Ori was called to the Bar of Ontario (2008), is a Chartered Financial Analyst (CFA), a Trust and Estate Practitioner (TEP) and a registered Portfolio Manager. He holds an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School and a Bachelor of Laws degree (Silver Medalist) from Western University.

Jonah specializes in estate and tax planning for private corporations, high net worth and ultra-high net worth individuals and their families.

Jonah serves as a member of the Professional Advisory Committee of the Jewish Foundation of Greater Toronto, STEP Programming Committee for Toronto and Editorial Board, Insurance Planning Journal, Federated Press (Thomson Reuters). He is the Editor, Giving Advice, Professional Advisory Committee of the Jewish Foundation of Greater Toronto.

Prior to joining Gluskin Sheff, Jonah was a partner at Sterling Park Financial Group. Previously, he was a tax lawyer at Fraser Milner Casgrain LLP and Torkin Manes LLP where his practice focused on business succession planning, general tax and estate planning, advising on and drafting family trusts and structuring/implementing sales and purchases of businesses.

Jonah has been a frequent writer and speaker on various topics relating to tax, estate and insurance planning.

Jonah is a Barrister, Law Society of Upper Canada and Trust and Estate Practitioner (TEP). He holds a Bachelor of Laws (LL.B.) from Queen’s University and a Bachelor of Arts (Honours) from the University of Western Ontario.

Brett provides planning expertise to business owners, high-net-worth and ultra-high-net worth individuals and their families in the areas of wealth creation, tax minimization, and risk protection through insurance planning.

Prior to joining Gluskin Sheff, Brett was a Partner at Sterling Park Financial Group.

Brett is a Member, Conference for Advance Life Underwriting and holds a Bachelor of Commerce degree from Ryerson University.

Jonathan focuses on client relationship management, portfolio & risk management and business development for private and institutional clients. He oversees our Calgary relationships.

Jonathan serves as a member of the Toronto Hebrew Memorial Parks Investment Committee and is Chair of the Board of the Pancreatic Cancer Canada Foundation.

Prior to joining Gluskin Sheff, Jonathan held various positions at Deloitte & Touche Corporate Finance Canada Inc. and Deloitte & Touche LLP.

Jonathan is a Chartered Professional Accountant (CPA, CA), a Chartered Investment Manager (CIM®) and a registered Portfolio Manager. He holds an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School of Western University.

As Head of Gluskin Sheff’s Marketing and Communications team, Ashleigh is responsible for the growth, reputation and enhancement of the firm’s brand and client experience.

Prior to joining Gluskin Sheff, Ashleigh was Senior Director, Global Content & Digital Marketing at RBC Wealth Management, where she built an award-winning global thought leadership program and led digital marketing in Canada, the U.S., U.K. and APAC. Previously, she spent ten years as a financial journalist with outlets such as Reuters, Yahoo Canada and CTV.

Ashleigh holds a Bachelor of Arts degree in English Literature from Mount Allison University and a Bachelor of Journalism degree from Ryerson University.

Mark provides planning expertise to business owners, high net worth and ultra high net worth individuals and their families in the areas of tax, business succession, retirement and estate planning. Mark works closely with client’s professional advisors to identify priority issues, develop solutions and implement strategies to build and maintain wealth.

Prior to joining Gluskin Sheff, Mark worked as a Financial Planning Specialist at RBC Wealth Management where he prepared comprehensive financial plans for business owners, high net worth individuals and their families to devise effective planning strategies in the areas of income tax, estate, succession and risk management. Previously, he was a dedicated tax professional in private practice, assisting clients in the sale of their businesses, tax-efficient shareholder compensation, corporate reorganizations and post-mortem planning. Mark has also been an instructor for the In-Depth Tax Course administered by Chartered Professional Accountants Canada.

Mark is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP®) and has completed levels I and II of the CPA Canada In-Depth Tax Course. He holds a Master of Accounting and a Bachelor of Mathematics degrees from the University of Waterloo.

Jag Gandhi specializes in trust and estate planning for business owners, high net worth and ultra high net worth individuals and their families. She regularly advises clients on wills, trusts, powers of attorney, estate and trust taxation and estate planning and administration.

Jag serves on the Board of Directors for the Mackenzie Health Foundation.

Prior to joining Gluskin Sheff, Jag spent over 11 years in private practice as a trust and estate planning and administration lawyer, most recently as a Partner at Miller Thomson LLP in the Private Client Services group and previously as Legal Counsel at Wilson Vukelich LLP. She regularly advised clients on complex domestic and cross-border estate planning matters while working closely with professional advisors to identify priority issues, develop solutions and implement strategies to build and preserve a client’s wealth and wishes.

Jag holds a Barrister and Solicitor designation from the Law Society of Upper Canada and has a TEP (Trust and Estate Practitioner) designation with STEP Canada. She holds a Master of Arts degree in Sociology from McMaster University, a Bachelor of Laws degree from the University of Windsor and a Bachelor of Arts degree in Sociology from the University of Western Ontario.

Soma has responsibility for leading the legal function at Gluskin Sheff.

Prior to joining Onex, Soma was Vice President and Associate General Counsel at Richardson Wealth, one of Canada’s leading independent wealth management firms. Previously, she was Senior Vice President (Legal) at Citco Group of Companies and a senior associate at Norton Rose Fulbright LLP.

Soma serves as Vice President of the Board of Directors of North York Aquatic Club, Canada’s largest competitive swimming club. Soma holds a Juris Doctor from the Faculty of Law, University of Toronto and a Masters in Molecular Biology & Genetics from the University of Guelph. She has also completed the Canadian Securities Course (CSC).