Michael Chen, CFA
Senior Financial Analyst
With 12 years of experience in Canadian markets, Michael specializes in analytical reviews and risk assessment. He holds a CFA designation and provides insights on market dynamics for our clients.
Sarah Thompson, CPA
Market Research Director
Sarah leads our research initiatives with 15 years of experience in financial analysis. Her expertise in regulatory compliance and market research helps clients navigate complex financial landscapes.
David Rodriguez
Client Relations Manager
David ensures our clients receive personalized attention and support. With 8 years in client services, he helps individuals understand our analytical insights and their personal applications.