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<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Mike Lakhani

Mike Lakhani

B.Comm, FCCA, CGA, CFP, RFP
President and Founder

Mike is the CEO and Founder of Tax Matters For Dentists. 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 under one roof to expert seasoned professionals for tax planning, accounting, cash management, practice issues, retirement planning, structured portfolios, estate planning and insurance, each client's unique needs are efficiently implemented.

He is also one of Assante Financial Management Ltd.'s top senior financial advisors and he leads Assante's largest branch network with client assets under administration exceeding $1.6 billion. Prior to joining Assante, Mike was the president and founding member of Investment and Tax Counsel Corp.

With an ongoing goal to be among the best in the industry where knowledge and keeping up-to-date with the latest changes are critical, Mike holds several professional designations, including Fellow of the Association of Chartered Certified Accountants, Certified General Accountant, Chartered Financial Planning, and Registered Financial Planner. Mike believes in combining professional dedication and personal commitment to offer creative planning in the context of a personal and caring relationship. As a result, together with his partners, Stive Farronato and Chris Molloy, he continues to be inspired by his clients and co-authors of the one of a kind newsletter called, "Tax Matters for Dentists," and together have written the book, "Secrets of the Wealthy Dentist."
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Stive Farronato

Stive Farronato

CPA, CA, CFP
Senior VP, Advisory Services

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 practice from 1989 to 1993 and with the Canada Revenue Agency from 1993 to 1995. Stive has been part of Mike Lakhani's team at Assante Wealth Management Ltd. since 1995. Stive is a co-author of the newsletter called, "Tax Matters for Dentists," and the book, "Secrets of the Wealthy Dentist."
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Chris Molloy

Chris Molloy

B.A.Sc., CFP
Senior VP, Advisory Services

Chris is Senior VP of Advisory Services at Tax Matters For Dentists. 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 Tax Matters For Dentists, Chris worked as a financial advisor with one of Canada's largest life insurance companies. Chris joined Mike Lakhani's team in 1996 and became an advisor with Assante Financial Management Ltd. in 2001. Chris is a co-author of the newsletter called, "Tax Matters for Dentists," and the book, "Secrets of the Wealthy Dentist."
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Raj Lakhani

Raj Lakhani

Manager, Estate Planning & Group Benefits

With a decade of experience in the financial services industry, Raj specializes and manages the estate planning and group benefit division for Tax Matters For Dentists. 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 all TMFD clients.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Mits Kantaria

Mits Kantaria

BA (HONS)
Marketing Director

As a marketing specialist with an entrepreneurial background, Mits has over 20 years of experience in strategic business development, CRM (Customer Relationship Management), website content and design, advertising, print, digital marketing, and event management. Mits joined the TMFD team in 2011, planning and organizing our events throughout the year, managing our marketing campaigns, and building close relationships with the various study clubs, associations, and charities we sponsor. Mits also manages events for Canada's largest Assante branch, of which the TMFD practice is part of. If you wish to arrange a meeting with our TMFD professional advisors, seek a second opinion, or want to learn more about how we can help you "Align Your Practice with Your Life", please contact Mits for further information.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Gary Gallant

Gary Gallant

B.Sc., B.Eng. (Industrial), CFA, CFP, CIM, FMA
Vice President of Operations

Gary is Vice-President of Operations at Tax Matters For Dentists overseeing day-to-day activities. Prior to joining TMFD 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 Chartered Financial Analyst designation, and is CFP Professional. Gary also has a Science Degree and a Degree in Industrial Engineering.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Rose Rago

Rose Rago

Receptionist / Administrative Associate

Rose Rago (aka Mama Rosa) has been a member of the TMFD 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 visit our office.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Derek Dutka

Derek Dutka

CFP, B.Ed.
Senior VP, Advisory Services

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 future and enjoying each day. Among the greatest strengths he brings to his clients are his knowledge, integrity, and commitment to excellence. Derek's teaching background helps him educate his clients and communicate complex concepts in easy-to-understand language.

The community benefits from Derek's passion for helping others through his leadership roles at CBMC (Christian Business Ministries Canada) and his church. He is the happy husband of Wanda and proud father of Travis, Jeremy, and Kyle. We welcome you to meet with Derek, to help align your practice with your life, and increase your Net Worth with tax and financial planning services.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Per Homer

Per Homer

Senior VP, Advisory Services

Per is a 17-year veteran of the financial industry. Per holds a Bachelor of Arts (Honours) in Economics from Queen's University, and is a Chartered Financial Analyst charter-holder. Per joined the TMFD team in 2013. Prior to joining the TMFD team, he was most recently Director & Head Trader on Citigroup's Canadian fixed income desk. In addition, Per's experience includes time at the Bank of Canada and Canada Mortgage & Housing Corporation.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Adam Tenaschuk

Adam Tenaschuk

MBA
Senior VP, Advisory Services

Adam joined Tax Matters for Dentists in 2013, and he is a Senior Financial Advisor at Assante Financial Management Ltd. He specializes in advising medical professionals and successful business owners. Adam has over 10 years of experience in the financial industry and is a graduate of the Richard Ivey School of Business where he received his Honours in Business Administration and his Masters Business Administration. He assists by using a unique integrative team approach that first validates the client's goals and objective, and then develops a comprehensive plan, implements tax minimization, and estate maximization strategies. This is then followed by investment and risk management strategies designed to achieve his client's investment goals.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Josh Belliveau

Josh Belliveau

Senior VP, Advisory Services

A Senior Financial Advisor with Assante Wealth Management Ltd. and a member of the TMFD 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 with a focus on minimizing Estate Tax and eventual Estate Transfer to the next generation. Josh's commitment is defining and achieving client goals in the best way possible while growing a lasting and beneficial relationship.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Ricardo Ardiles

Ricardo Ardiles

Associate Financial Advisor

Ricardo joined the TMFD Team in May 2014 as part of the Advisor Services team. Prior to joining TMFD, he worked at CI Private Counsel in the high net worth program available to clients of Assante advisors. Ricardo holds the Chartered Investment Manager (CIM) designation and is currently pursuing the CFP designation. In his spare time, Ricardo enjoys playing soccer and squash. He is an avid fan of Real Madrid FC and travels to the USA every year to watch his team play in pre-season friendlies.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Pankaj Mehta

Pankaj Mehta

B.Com.
Accounts Manager

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.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Roshini Rameshwarsingh

Roshini Rameshwarsingh

CPA, CGA, FCCA
Accountant

Roshini recently joined the Tax Matters For Dentists 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 IFRS/ GAAP principles, improvements in internal processes and established policies, taxation, payroll as well as auditing services. Industry experience in Financial Institutions (Banking); Publicly Traded Companies; Real Estate; Chartered Accountancy Firms; Construction; Petrochemical Sector; Distribution (Wholesale & Retail) and Manufacturing.

Roshini has several professional designations including Chartered Professional Accountants, Certified General Accountants, and Fellow of the Association of Chartered Certified Accountants.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Navdeep Nijjar

Navdeep Nijjar

BBA
Associate Accountant

Navdeep joined Tax Matters For Dentists in July 2013 as part of the Accounting Team. As a graduate from the Business Administration program at the Schulich School of Business with a major in Accounting, he is currently pursuing the CPA designation.

Navdeep handles accounting services and tax preparation for a variety of corporate clients at TMFD as well as personal tax services.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Joan Cobham

Joan Cobham

Marketing Assistant

Joan joined the TMFD team in November 2014, bringing with her over 11 years in administrative experience and 2½ years' experience in IT, event planning and database management in the health sector. As an integral member of our team, Joan will be assisting our marketing department in delivering value added services to our clients, and the associations we support.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Sharon Schell

Sharon Schell

Client Support Administrator

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 team in May 2013 as Client Support Administrator.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Syed Imam

Syed Imam

Client Support Administrator

Syed is the new member to join the team in January 2015. He comes to the Lakhani team with over ten years of experience working in the financial services industry. Prior to joining the TMFD 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.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Wanda Dutka

Wanda Dutka

Administrative Assistant

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 on task. Wanda's passion is customer service, and her family, and she especially enjoys her relatively new role as GOC (Grandma On Call)!
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Vanessa Prasad

Vanessa Prasad

Administrative Assistant

Vanessa has over 20 years of experience in the financial and insurance industry, of which 12 years have been spent with our team in Oshawa.

As a licensed insurance representative, she is committed to providing you with relevant products and services to meet all of your insurance & estate planning needs. In addition, working closely with Derek Dutka and Wanda Dutka, she is primarily responsible for identifying problems and suggesting recommendations for improvement in your goal to achieve your current and retirement needs.

Vanessa brings to the team strong organizational and administrative skills, along with many years of experience in the wealth management area.

She has developed a deep conviction that the best way to serve our clients is through the development of strong interpersonal client relationships. Her caring and problem solving qualities, as well as her dedication, ensures that the client's needs are not only met, but also exceeded.

When not at work, Vanessa enjoys traveling, reading, and charitable work through her church. She is happily married to her husband, Arnold, for 17 years.
<?php echo $primary_key; ?> - <?php echo $practice_name; ?> - Mary Kordas

Mary Kordas

Administrative Assistant

Mary has been with Assante and Mike's team at TMFD 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 files, preparing paperwork, placing trades for other advisors, and process of statements. Mary also has 25 years of experience in personal income taxes, and assists clients during our tax season.