Our Team

Mo Lidsky is the Chairman and Chief Executive Officer of Prime Quadrant.

Prior to leading Prime Quadrant, Mo built, bought, sold, and managed organizations across a range of sectors, including education, auto restoration, e-commerce, and microfinance. In each of his entrepreneurial ventures, Mo has tried to innovate, disrupt and improve each of the industries he touched.

Philanthropy has always been a cornerstone of Mo’s personal and professional life. He currently serves as Chairman of Prime Quadrant Foundation, sponsoring initiatives that aim to create lasting social impact, with a focus on mental health. In addition, he has sat on the boards of various hospitals and universities in Canada and Israel, including Hebrew University, Mount Sinai Hospital, Haifa University, Jerusalem College for Technology, Holland Bloorview Kids Rehabilitation Hospital, and CAF Canada, where he served as founding Chairman. Mo has also sat on multiple institutional investment committees and served as Chief Executive Officer of Yeshiva University (Canada), overseeing strategic development, recruitment, and the management of the Canadian endowment.

Mo is a frequent speaker on issues that affect affluent families, and is the author or co-author of four books, including: Partners in Preservation: How to Know Your Advisor Is Truly Protecting Your Wealth, The Philanthropic Mind: Surprising Discoveries from Canada’s Top Philanthropists, In Search of the Prime Quadrant: The Quest for Better Investment Decisions, and Selling Snake Oil: Investment Lessons from the World’s Greatest Frauds. Mo’s fifth book, konnect better: unlocking the power of your relationships was released in January 2026

Mo holds multiple degrees, Magna Cum Laude, from Yeshiva University, a Master of Business Administration (MBA) from the University of Toronto, and a Doctor of Philosophy (PhD) from Apsley Business School of London.

Above all, Mo’s proudest achievement is his family. He and his wife, Naomi, have raised five remarkable children, and continue to learn from them every day.

Alex Da Costa is the Chief Investment Strategist at Prime Quadrant.

Alex has 25+ years of experience in the financial industry, with a particular focus on alternative investments. Prior to re-joining Prime Quadrant in 2024, he held the position of Senior Vice President at PIMCO, a leading investment manager. From 2019-2022, he served as Head of Investments at Prime Quadrant.

Earlier in his career, Alex held key leadership roles at Pavilion Advisory Group (later acquired by Mercer), and ABN AMRO Asset Management, where he specialized in hedge fund advisory and portfolio management. He also co-founded SilverStreet Capital, playing a crucial role in developing the business, including research and portfolio management.

Alex holds an MSc in Finance from the ICMA Centre, University of Reading, and a bachelor’s degree in civil engineering from the University of Southampton.

Outside of work, Alex enjoys staying active and having adventures with this children.

Roy Bernhard is the Chief Information Officer at Prime Quadrant.

He leads the firm’s IT strategy and technological transformation to support its mission of delivering exceptional value to clients and stakeholders. His focus is on streamlining processes using technology, driving innovation, and implementing scalable systems that enhance efficiency and impact.

Prior to joining Prime Quadrant, Roy served as the CEO of a global fintech firm and Executive Director of a leading law firm. Over his 25-year career, he has spearheaded numerous digital transformation initiatives, including the development of AI-driven frameworks, Web 3.0 solutions, and advanced digital infrastructures for organizations across a range of industries.

Roy holds a B.A. in Computer Science from Western University and has completed executive education at Harvard Business School. Known for his expertise in AI, blockchain, and organizational design, he is a sought-after advisor and speaker on transformative technologies.

Outside of work, Roy loves experimenting in the kitchen with gourmet recipes for friends and family, geeking out over high-end audio gear and wine, writing software, and mentoring the next generation of technologists. He is an avid supporter of youth soccer and manages his son’s team. Roy also frequently contributes to white papers and thought leadership on emerging technologies.

Dijana Ebach is the Chief of Staff at Prime Quadrant and sits on the HR, Business Development, and Social & Communications committees.

Prior to joining Prime Quadrant, Dijana was the Chapter Manager for one of the largest Young Presidents' Organization (YPO) chapters in the world. She is an expert in organizational engagement & Board operations, curating the highest quality of executive learning and programming, as well as strategic partnerships.

Prior to YPO, Dijana served as the Customer Experience Director for one of Canada's oldest HR providers.

Dijana holds a diploma in film and television production from the Toronto Film School and is a serial volunteer.

She enjoys running, the arts, the Toronto food scene, and above all, spending time with her young family.

Andrew Doman is the Chief Operating Officer of Prime Quadrant.

Andrew is a member of our Executive Committee.

Prior to joining Prime Quadrant, Andrew has spent the last 20 years in the financial industry including holding senior roles as CFO of Turtle Creek Asset Management, COO of Man Investments Canada, and COO of Abria Financial Group. Andrew also served as Deputy Chair of the Canadian arm of the Alternative Investment Management Association (AIMA).

Andrew received his MBA from the University of Toronto in 1998 and his Bachelor of Arts degree from the University of Toronto in 1994.

Outside of the office, Andrew enjoys spending time with his active and sports minded family and serves as a director and Treasurer for the Oakville Soccer Club.

Mark Roth is the Chief Compliance Officer & Chief Risk Officer of Prime Quadrant.

Mark is a member of our Executive Committee and Chairs our Risk & Compliance Committee.

Prior to joining Prime Quadrant, Mark held the role of Co-President, Operations & Strategy and CCO for Forthlane Partners and served as the Managing Director and Head of Business Management for the Canada Pension Plan Investment Board (CPPIB). Before moving to Canada, Mark spent eight years at Morgan Stanley in New York, where he held the successive roles of Head of Capital Markets Risk and then Chief Global Market and Operational Risk Officer for Morgan Stanley Wealth Management. Mark has also occupied CFO, CAO and COO roles for Bassini Playfair Wright LLC in New York and Sao Paulo, and Deutsche Asset Management in the US and UK.

Mark earned his BA in Economics from Yale University, Magna Cum Laude and Phi Beta Kappa.

In his spare time, Mark is occupied with a growing family, and also serves as past National President and current Board member of Hadassah Associates, a 30,000 member US-based organization committed to advancing medical care, healing and education around the world.

Mikhail Pozdniakov is the Head of Risk at Prime Quadrant.

Before joining, Mikhail was a Senior Operational Due Diligence Analyst at Albourne Partners. He holds an MA in Theory & Criticism from Western University and a BA in English from York University.

Outside of work, Mikhail enjoys acoustics and sound engineering, as well as film, music, literature and games.

Nancy Marshall is a Managing Consultant & the Head of Family Office Solutions at Prime Quadrant.

Growing up in a family enterprise, coupled with close to 30 years in the financial services industry, Nancy understands operational and familial harmony, risk and conflict. Before joining Prime Quadrant, Nancy worked with ultra-affluent families at BMO Private Wealth assisting families in navigating all available options across the bank and helping them plan and navigate the M&A process. Before working on the wealth side, she worked in capital markets and corporate finance both in New York and Toronto for JPMorgan Chase covering some of the largest energy companies in North and South America.

Nancy holds an MBA in Accounting from Saint Mary’s University and a BComm in Marketing and Management from Mount Allison University. She also holds the Family Enterprise Advisor (FEA) designation. Aside from being busy with her husband and three ‘almost-grown’ children, Nancy is a competitive equestrian and an avid tennis player.

Megan Duncan is a Consultant at Prime Quadrant.

Before joining Prime Quadrant, Megan held roles at Cidel and CI Global Asset Management, where she specialized in client relationships, asset management, and trust and estate services, to deliver comprehensive wealth management solutions.

Megan holds an Honours Bachelor of Commerce degree and an MBA from McMaster University. She is a Chartered Investment Manager and holds her Trust and Estate Practitioner designation.

Outside of work, Megan enjoys travelling, baking, reading, and staying active.

Jamie Spinner is a Managing Consultant at Prime Quadrant. Jamie provides investment consulting advice and serves as a trusted advisor to families. Prior to joining Prime Quadrant, Jamie was an Investment Manager with a single family office in Toronto and a Senior Manager in Corporate Finance at Grant Thornton where he led private M&A transactions. Jamie has also worked in equity research for Blackmont Capital, covering publicly listed consumer product companies.

Jamie has a diverse background in financial services. His 20+ year career spanning wealth management, institutional equity research, corporate finance and private market M&A provides him with a unique lens in advising families. Jamie has a Master of Business Administration (MBA) from the Richard Ivey School of Business at the University of Western Ontario and a Bachelor of Commerce from McGill University. Jamie is a CFA charterholder and has completed the Canadian Securities and Exempt Market Dealer courses.

Jamie is an avid skier, devoted Montreal Canadiens fan and enjoys traveling with his family. Jamie sits on the Leo Baeck Day School Board of Directors and is a member of its Investment Committee.

Ginger Rothenberger is a Director of Finance at Prime Quadrant.

Prior to joining Prime Quadrant, Ginger worked as Director of Finance at panCELLa Inc. She brings 15 years of experience in senior-level accounting within the financial services industry, having worked with companies that provided hedge funds to both private and institutional investors.

Ginger holds a CPA, CGA designation, and an Honours Bachelor of Commerce from Laurentian University.

Ginger enjoys spending time with her fur babies and family outside of work. She also enjoys relaxing by trying new recipes on her family and friends.

Adrianna Garisto is an Operations Manager at Prime Quadrant.

Prior to joining Prime Quadrant, Adrianna worked as an Accounts Payable Analyst and Dividend Analyst for UBS Securities Canada. While there, she provided support for the Senior Analysts, assisted in year-end tax and audit processes, and created new, more efficient strategies.

Adrianna holds an MBA in Business Analytics and BBA in Finance from the Goodman School of Business at Brock University. She was a member of the Brock Finance and Investment Group and has completed the CFA Level I exam.

Adrianna enjoys being active outside of work by going for runs, playing squash and going golfing. She also loves to travel and tryout new restaurants and is a super fan of most professional sports.

Kristopher Hymovitch is the Domain & Solution Architecture Lead at Prime Quadrant.

Prior to joining Prime Quadrant, Kristopher was a Vice President at Goldman Sachs in New York. He specialized in trading US financial and energy equities. Kristopher also worked as a Financial Analyst at CIBC Capital Markets with the Securitization and Structured Products team.

Kristopher holds a Bachelor of Arts in Mathematics and Economics from the University of Pennsylvania.

In his spare time, Kristopher enjoys spending time with his family, playing guitar, and reading history.

Bailey Cochrane is a Manager of Corporate Development at Prime Quadrant.

Prior to joining Prime Quadrant, Bailey worked for an independent Investor Relations and Capital Market Advisory firm. While he was there, he supported high growth Canadian companies across various sectors with shareholder communication, investor roadshows, and establishing their investment thesis. Prior thereto, Bailey worked as a Management Consultant with the Goodman Group.

Bailey holds a BBA Honours degree with a concentration in Finance from Goodman School of Business. He also graduated from Niagara College School of Business & Management as a 2-time CCAA Academic All-Canadian.

Outside of work, Bailey enjoys traveling, trying new food, and watching sports.

Trish is passionate about client relationships and always starts with curiosity: listening closely, understanding what matters, and paying attention to the details that make a difference.

As Head of Client Experience at Prime Quadrant, Trish leads the firm-wide strategy for how clients engage with us, bringing greater intention, consistency, and thoughtfulness to every stage of the client relationship. Her philosophy is simple: Excellence in what we do. Elegant in how we do it. Exquisite in how it feels. For Trish, the details matter, but so does the feeling clients are left with.

With 20+ years in financial services, including 15+ years serving affluent and ultra-affluent families, Trish brings a broad perspective shaped by experience in Retail and Private Banking at RBC, leadership roles at Prime Quadrant, and her work with families on the Family Office Solutions team. As a Family Enterprise Advisor (FEA), she has a deep understanding of the people, relationships, and values at the heart of a family enterprise, and the complexities that shape decisions across generations.

Outside of work, Trish enjoys live music, collecting vinyl records, and hosting lively game nights. She loves bringing people together and creating spaces where connection and joy take centre stage.

Jared Blake is Vice President, Advisor Growth & Advisor Solutions at Prime Quadrant, where he leads the firm's advisor expansion strategy. As the firm extends its platform beyond ultra-affluent families, Jared drives business development, strategic partnerships, and the distribution of Prime Quadrant's wealth and philanthropic solutions across third-party advisors and institutions.

With more than 20 years of experience in enterprise sales and leadership, Jared has built and scaled growth initiatives in complex, competitive markets. Prior to joining Prime Quadrant, he served as Vice President of Advisor Growth at Advisor Solutions by Purpose for close to five years, a fintech platform supporting portfolio managers in launching and expanding their practices. Earlier in his career, he spent fourteen years in global sales leadership roles at a SaaS business, partnering with C-suite executives across multinational organizations in the United States and Europe.

Jared got his start selling his own "art" door-to-door at age five and grew up working in his father's menswear business. Entrepreneurship was never a choice so much as a given.

Outside of work, Jared's proudest title is husband to his beautiful and hilarious wife, and father to a son with a jump shot he is passionately coaching from the sidelines and a daughter who splits her time between the ice and the stage. Coffee is how he keeps up.

Rebecca Nicholson is the Foundation Director and Wellness Advisor at Prime Quadrant.

Rebecca is known for her extensive work as a CEO, investor, founder, facilitator and philanthropist in the health, wellness, and psychedelic healing sectors. She has collaborated with Indigenous communities and world-renowned organizations such as Dimensions Retreats, Holos Global, Kuya Wellness, Othership, Beckley Retreats and Rocanā Ventures where her strategic vision and leadership have been pivotal in creating thriving, healing, and supportive environments.

Rebecca’s passion for wellness transcends traditional business roles. She is a certified yoga instructor, trained in Mindful Self-Compassion (Kristin Neff), and has completed The Foundation of Psychedelic Assisted Therapy (Beckley Academy) and Inner Engineering Program (Sadhguru). She has developed a range of unique offerings, including an online platform, Your Yoga Connection, the half-day silent retreat Consciousness Curation, and the Micro-Mentoring program, all designed to foster mindfulness, movement, wellbeing, and a strong sense of community.

A dynamic public speaker and panelist, Rebecca is celebrated for her ability to connect people and ideas, sparking transformative change across the globe. Her work continues to inspire and influence the future of wellness, guiding both individuals and businesses toward greater health, growth, and connection.

Rebecca holds a Bachelor of Fine Arts from York University.

Joel Ferkul is a Director of Information Technology at Prime Quadrant.

Prior to joining Prime Quadrant, Joel worked in data analytics at Westcourt Capital aggregating their data collection procedures and standardizing their reporting process. He has a strong background in building, implementing, and integrating analytics solutions in a range of industries and brings a diverse toolset to help scale and automate business processes.

Joel graduated from Ryerson University with a Bachelor of Commerce specializing in Business Technology Management.

Joel enjoys being outdoors, biking, or playing hockey. Outside of being active, he enjoys watching new films and exploring innovative trends in the technical space.

Mussie Hailu is a Consultant at Prime Quadrant.

Before joining Prime Quadrant, Mussie was an Analyst at Fiera Capital on the Private Markets team, where he supported the construction of diversified pooled funds allocating across the alternative investment spectrum. Prior to joining Fiera Capital, Mussie worked at a single-family office, where he supported in evaluating and monitoring external managers and served as the lead for the family’s angel capital fund.

Mussie earned an Honours Bachelor of Commerce degree from the University of Ottawa and is a Chartered Financial Analyst (CFA) charterholder.

Outside of work, Mussie enjoys reading, frequenting museums and cultural events, and maintaining an active lifestyle.

Sylvia Solit is the Founder of The Prime Process.

Sylvia holds her Chartered Financial Analyst (CFA) designation and has over two decades of portfolio management experience. She has diverse experience in wealth management, managing portfolios for family offices and ultra-high-net-worth clients with more than $1 billion in assets.

A thought leader and public speaker committed to helping companies and investors leverage capital for transformative societal impact, Sylvia works with founders, families, and boards to help them align their goals and core values to facilitate positive change on a broader scale. She is trained in family governance and is passionate about developing next-generation family members.

In addition to her work in wealth management, Sylvia has experience as an entrepreneur. She co-founded The Oasis Institute in South America and successfully exited the venture before shifting her focus to investing to connect consciousness to capital. She has been a member of the CFA Society since 2011 and holds a bachelor’s degree in environmental studies from New College of Florida.

Richard Roskies is General Counsel for Prime Quadrant.

Prior to joining Prime Quadrant, Richard spent close to 15 years as a legal adviser specializing in the asset management space working for AUM Law and Borden Ladner Gervais LLP.

Richard holds a Juris Doctor from Queen's University and a Bachelor of Commerce from McGill University.

Outside of work, Richard enjoys coaching youth hockey and skiing.

Chris Tsoromocos is the Managing Partner of Prime Quadrant Partners and is responsible for leading direct and co-investment opportunities on behalf of Prime Quadrant clients and working with families as a trusted consultant.

Prior to joining Prime Quadrant, Chris held various leadership and executive advisory roles with well-established Vancouver-based family offices, where he was primarily responsible for leading investments in private equity, real estate, alternative investments, and public equities. Chris was also a partner in a Canada-based private equity fund focused on both private and public debt and equity investments. Chris previously worked as an investment banker at Citigroup and CIBC Capital Markets in the UK and Canada, where he was involved in M&A and debt and equity offerings.

Chris has a well-established background in direct investing and advisory services. His 20+ year career spanning direct investing, corporate finance, mergers & acquisitions, and executive leadership provides him with a comprehensive view when advising families. Chris has a Master of Business Administration (MBA) with honours from the Wharton School and a Bachelor of Commerce from the Sauder School of Business. He is also a CPA.

In his spare time, Chris is busy raising two young children with his wife, Rachel, and enjoying traveling with his family. Chris is also a board member and Treasurer of the CKNW Kids Fund and a Trustee and Head of the Investment Committee for the St. George's School Foundation.

Irum Awan is a Senior Project Manager at Prime Quadrant.

Prior to joining Prime Quadrant, Irum held the roles of Technical Project Manager and Portfolio Manager at Bell, where she led cross-functional teams—both technical and non-technical—to successfully deliver client-facing and internal IT projects. Before her time at Bell, Irum held several technical roles, which equipped her with the ability to effectively communicate and collaborate with stakeholders across various levels of an organization in Ottawa. She recently relocated from Ottawa to support her new role at Prime Quadrant.

Irum has a Computer Programming diploma from Algonquin College and a Scrum Master Certificate from Scrum 101.

Outside of work, Irum enjoys spending quality time with family and friends and staying active through hiking, biking, and travelling.

Dan Lavallee is a Senior Consultant at Prime Quadrant.

He has over 25 years of experience in capital markets in investment banking and as an institutional investor.

Before joining Prime Quadrant, Dan was a Managing Director at the Healthcare of Ontario Pension Plan (HOOPP), where he invested in public and private equities in long-only and absolute-return portfolios. He built and managed teams that invested in fundamental equity, cleantech, and quant strategies, selected external managers, and was involved in macro strategy and asset allocation decisions.

Dan is a CFA Charterholder and a Chartered Alternative Investment Analyst (CAIA), and he has completed the ICD Governance Essentials for Directors of Not-For-Profit Organizations. He graduated from Western University with an Honors Bachelor of Arts in Political Science. Dan served as Board Chair for CFA Society Toronto and Chair of its Governance and Membership Committees. He was also Vice Chair and a founding member of CFA Societies Canada. Dan coached competitive minor hockey for 13 years and is active on the Governance Committee for the Oakville Rangers Hockey Club.

Outside work, Dan enjoys hockey, cycling, golf, going to the gym, and spending time at the cottage with his family.

Patty is a Senior Adviser and joined Beekman Wealth Advisory in 2012, which merged with Prime Quadrant US in 2022.

Previously, she had been an executive with JH Whitney Investment Management, LLC, a registered investment adviser, where she rose to the position of Chief Financial Officer; an accounting manager and senior manager of contracts administration at Daimler Chrysler Capital Services; and a supervising senior accountant at KPMG Peat Marwick, LLP.

Patty earned her BBA and MBA in Public Accounting from Pace University, where she was named the Outstanding Female Accountant.

Wayne Edelist is a Senior Consultant at Prime Quadrant. He brings to his clients the experience and investing knowledge earned during an international career in finance spanning 25 years and counting.

Starting in Toronto with RBC Dominion Securities, moving on to become a seasoned professional over 9 years in New York City with Goldman, Sachs & Co., he was then recruited to Hong Kong where he worked for Deutsche Bank, Citigroup and Société Générale over a 12-year stint, mainly focused on equity derivatives. Wayne has advised and serviced many sophisticated professional investors, including some of the world’s most prominent sovereign wealth, pension and hedge funds.

Wayne graduated from the University of Western Ontario with an Honors Bachelor of Science Degree in Actuarial Science and was awarded the London Life Gold Medal. Concurrently, he earned his professional qualification as an Associate of the Society of Actuaries (ASA). He is a CFA charterholder.

Jim is a PM, Head of External Managers of Prime Quadrant.

Jim joins us with a wealth of experience gained from his 15-year tenure at CPP Investments as well as from his recent position as a Visiting Researcher at Bodhi Research Group. While at CPP Investments in Toronto and Hong Kong, Jim gained broad and diverse experience across several areas including investment research and due diligence, asset allocation, portfolio construction, financial modeling, relationship management and business planning. A notable highlight of Jim’s CPP Investments tenure was his experience building and managing a variety of global investment portfolios, and he was a key contributor to the growth of the firm’s emerging market portfolio. Jim’s investment experience spans both public and private markets.

Jim received a Bachelor of Arts in Honors Business Administration from the Ivey Business School and holds the CFA charter.

Outside of work, Jim can be found paddle boarding, cycling with his family, or attending Paw Patrol concerts with his young daughters. He has also enjoyed supporting efforts to expand life-saving stem cell donations.

Katrin Roos is the Manager of Human Resources at Prime Quadrant.

Before joining Prime Quadrant, Katrin worked as an HR manager in the technology sector at organizations including Rush Street Interactive and NSUS Group, supporting the growth of Canadian operations.

She holds a Masters of Science degree in Human Resources Management from the University of Leicester and a BA in Law from Tallinn University.

Outside of work, Katrin enjoys staying active, playing volleyball, and exploring provincial parks during the warmer months.

Steve Theriault is a Senior Consultant at Prime Quadrant, bringing to clients over 20 years of investment industry experience in equity research, relationship management and credit research.

Steve began his career at the Bank of Montreal in equity and corporate debt research. He moved to Bank of America Merrill Lynch to become the lead Canadian financial services analyst and, most recently, was a Principal and Director of Research at Eight Capital. Steve has advised and serviced many of the largest investors across the global pension fund, hedge fund and long-only institutional community.

Steve graduated from the University of Waterloo with an Honors Bachelor of Mathematics Degree in Actuarial Science and Economics, with a specialization in Finance and a minor in Statistics. He is a CFA charterholder.

Steve is an avid hockey and squash player and enjoys spending time outdoors and travelling with his family.

Deborah Lee Chang is a Senior Consultant at Prime Quadrant. She is a seasoned investment professional with over 25 years of experience managing investments for both institutional and private clients.

Prior to joining Prime Quadrant, Deborah was Lead Portfolio Manager in Institutional (Mutual and Pension) funds and strategies following a Value mandate at TD Asset Management.  Deborah started her career in Equity Research at Jones Heward Investment Management (now part of the Bank of Montreal) before becoming Portfolio Manager, Canadian Equities.

Deborah has a long-standing relationship with CFA Society Toronto having served as its President (Chair) of its Board of Directors as well as Chair of its Governance and Membership Committees.  She founded the Mentorship program, which won the CFA Institute’s Award for Innovation.  Most recently, she was an Adjunct Lecturer for the Master of Finance program at the Smith School of Business, Queen’s University.

A graduate of the University of Toronto with an Honours Bachelor of Commerce degree, Deborah is a CFA charterholder and has experience as a registered Commodity Trading Manager (CTM).

An avid traveler, she is a member of the Travelers’ Century club and enjoys scuba diving with her family. When not in the office or travelling, Deborah enjoys fencing with either a “shinai” (Kendo) or an epee.

Aditi Jetly is a Senior Consultant at Prime Quadrant.

Aditi has had a wide range of experiences and roles in the Investment Advisory and Wealth Management industry, in both larger organizations and a start-up, over her 20+ year career. She has a strong background in private client relationship management and portfolio analytics with families in India, US, and Canada. She started her career in Wealth Management at Merrill Lynch’s Private Client Group in 2007 for 3+ years, in Mumbai. After which she spent almost 10 years with IIFL Wealth Management (now 360 One WAM), across various roles spanning Advisory, Products, Tax & Structuring for families with assets in India and offshore. She also played a key role in setting up IIFL Wealth Management’s North America offering, based out of New York in 2018-2019. After a fulfilling decade at IIFL, Aditi joined a start-up in 2020, to build a platform, providing Indian and Global Family Offices access to technology companies in India through the private markets. She moved to Canada in mid-2022 and has been with Prime Quadrant since September 2022.   

Aditi is a CFA charter holder and holds a Bachelors in Management Studies (BMS) degree, with Special Studies in Finance from the University of Mumbai.

Outside of work, she has a keen interest in music and traveling.

Dov Wolman, CPA, is the National Head of Estate, Trust & Tax Strategy at Prime Quadrant.

Prior to joining Prime Quadrant, Dov was an Audit and Assurance Partner in KPMG Montréal’s Private Enterprise practice, where he was also the Managing Partner of his office. In this role, Dov led his team in serving and supporting sophisticated families, entrepreneurs, and privately held enterprises through their day‑to‑day needs, major transitions, structural updates, and generational shifts.

Prior to joining KPMG, Dov started his career as an audit manager at a Big Four audit firm in Montréal and later served as a partner for over 20 years at Perreault, Wolman, Grzywacz. His work during this period always centered on complex tax planning, wealth architecture, succession preparation, and long‑range advisory leadership for multigenerational families.

Beyond his professional commitments, Dov is deeply involved in his community and has served as an executive and board member for multiple organizations in Montreal. He is passionate about fitness and has completed multiple Ironman triathlons, reflecting the discipline and endurance that define his approach to life. Most importantly, Dov treasures spending time with his wife, children, and grandchild, who remain his greatest source of joy and inspiration.

John Durfy is a Senior Consultant & Head of Legacy Asset Solutions at Prime Quadrant. 

John has over three decades of leadership experience in investment management, corporate strategy, and financial advisory services. He has led mergers and acquisitions, guided complex corporate restructurings, and co-founded SymBev Inc., a consolidation platform for craft beer and spirits businesses, where he serves as Chairman. His prior executive roles include Chief Executive Officer of High Fusion Inc., Chief Operating Officer/Chief Financial Officer of Sphere Investment Management, and Chief Investment Officer of Spartan Fund Management. Earlier in his career, he held senior portfolio management positions with OMERS, the Canada Pension Plan Investment Board, and McLean Budden, following a financial strategy leadership role with RBC’s Global Private Banking division.

Mr. Durfy is a Chartered Financial Analyst (CFA) and a Chartered Professional Accountant (retired). He earned his Master of Business Administration from McMaster University and his Bachelor of Commerce from Memorial University of Newfoundland.

In addition to his professional roles, he chairs multiple boards, including two independent review committees, and mentors students through Memorial University’s Student Managed Investment Fund 

Outside of work, John pursues a variety of sports, including squash, tennis, golf, skiing, and curling.

JP Shallow is a Director of Operations at Prime Quadrant.

JP comes to us from State Street where he was a Senior Operations Associate, working with one of their largest clients providing custody, accounting and treasury services.

JP holds a B.A. Honours degree in Economics with a minor in Business Administration from the University of Guelph.

In his spare time JP enjoys playing hockey, camping across Ontario and reading anything by Stephen King.

Zarlasht is a Client Service Team Lead at Prime Quadrant.

Prior to joining Prime Quadrant, Zarlasht worked in fund administration as a supervisor at Citco, and has several years of experience in investor relations and client service. She was responsible for investor requests, documents and communications, as well as training junior team members on providing optimal client service.

Zarlasht holds a BS in Psychology from the University of Toronto.

Outside of work, she enjoys travelling, reading and trying new restaurants.

Mujahid Masood is a Consultant at Prime Quadrant.

Prior to joining Prime Quadrant, Mujahid worked in investment banking for six years at Raymond James Ltd., where he assisted corporate clients across multiple industries on mergers and acquisitions. Prior thereto, Mujahid worked with high-net-worth private clients at Foyston, Gordon & Payne.

Mujahid holds a Master of Finance from the Smith School of Business at Queen’s University, and a BCom (Hons. Finance) from York University. He is a CFA charterholder.

Outside of work he enjoys home improvement, volunteering for various causes, and traveling the world with his wife, Fatima.

Betelhem “Betty” Alemayehu is a Product Manager, Enablement and Communications at Prime Quadrant.

Working at the intersection of business analysis, product design and software development. She brings a strong background in digital re-engineering solutions, having led process improvement initiatives at Affirm and Scotiabank for 19MM+ users globally.

Betty holds a Master’s in Interaction Design and Business, as well as a Bachelor’s degree in Knowledge Integration with a joint Honours in Philosophy, from the University of Waterloo. She also holds a Lean Six Sigma Green Belt and a Diploma in Software Engineering.

Outside of work, Betty is passionate about movement, wellness, and mentorship. She is a certified yoga teacher, trained in traditional Thai massage, and actively supports young entrepreneurs through Junior Achievement.

Tom Sutey is a Consultant at Prime Quadrant

Prior to joining Prime Quadrant, Tom was an Internal Wholesaler with CI Global Asset Management, one of Canada’s leading asset management firms. Tom was responsible for building and maintaining relationships with financial advisors by recommending investment strategies, marketing ideas and support to help them grow their business and present the best possible investment solutions to clients.

Tom holds a BA from the University of Guelph where he studied economics. He has also earned his Chartered Investment Manager (CIM) designation.

In Tom’s spare time he enjoys playing guitar, golfing, and snowboarding in the winter months.

Dana is a Risk & Compliance Manager at Prime Quadrant.

Prior to joining Prime Quadrant, Dana worked as a KYC specialist in Scotiabank's Global Banking & Markets unit in both Colombia and Toronto. Dana also has experience in international banking and Client Service at Scotiabank. Dana holds a Bachelors Degree in Finance and International Affairs from the Universidad Externado de Colombia.

In her spare time, Dana enjoys spending time with her family, baking cakes, and reading novels.

Jacob Darlington is a Consultant at Prime Quadrant.

Prior to joining Prime Quadrant, Jake was an investment banking analyst at CIBC World Markets where he assisted companies in the consumer, industrial and telecommunications industries on accessing the capital markets and executing on mergers & acquisitions. Prior thereto, Jake worked alongside management teams to plan and implement various strategic initiatives as a member of PwC’s management consulting practice.

Jake earned a BBA with high distinction from the Lazaridis School of Business & Economics and is a Chartered Financial Analyst (CFA) charterholder. He was also an analyst for the Laurier Student Investment Fund and holds a minor in psychology.

In his spare time Jake enjoys travelling and staying active by playing a variety of sports, including football, basketball, and golf.

Karly Miculis is the Senior Finance Manager at Prime Quadrant.

She most recently served as Finance Manager at a highly acquisitive vertical market software company, where she led financial reporting, M&A integration, and operational efficiency initiatives across a portfolio of businesses. She began her career at Ernst & Young, gaining Big Four experience in audit and assurance across a range of industries.

Karly is a Chartered Professional Accountant (CPA) and holds a Bachelor of Business Administration and a Graduate Diploma in Accounting from Wilfrid Laurier University.

Outside of work, Karly enjoys travelling, exploring new culinary spots, and running.

Khaled is the Engineering Lead at Prime Quadrant.

Prior to joining Prime Quadrant, Khaled worked in software consulting at Transmogrify LLC, specializing in technology solutions for businesses across various industries. There, he leveraged cutting-edge technologies to create transformative digital experiences, streamline workflows, and develop efficient, user-centric software solutions.

Khaled holds a Master of Science degree in Information Systems from the University of Maryland, Baltimore County (UMBC), complementing his Bachelor of Science in Information Systems from the American University of Kuwait.

Outside of work, Khaled enjoys exploring nature, spending time with family and friends, and staying ahead of the curve in emerging technologies and development trends.

Will Leckey is an Associate Consultant, Family Office Solutions.

Will began his career at Ernst & Young in Toronto, where he developed expertise in tax accounting while working with high-net-worth individuals, real estate corporations, and financial services organizations. He then became a Senior Tax Accountant at Element Fleet Management, joining a highly regarded tax team at an international public company.

Will earned a Bachelor of Commerce degree with a major in Accounting from Dalhousie University and continued his education by obtaining a Graduate Diploma in Accounting from Queen’s University. Will gained his CPA in 2024 and is looking forward to beginning the CPA In-Depth Tax Program.

In his spare time, Will enjoys cooking and spending time with friends. He is inspired by fashion and architecture and likes exploring creative outlets. Will also loves travelling and often visits his family on the East Coast.

Jakob Kazan Baigrie is a Senior Private Client Associate at Prime Quadrant.

Jakob started his career in wealth management as a Client Service Associate at TD Wealth, serving the needs of clients on multiple advisory teams. Jakob also spent time at Beutel Goodman developing their institutional business in the US. Prior to joining Prime Quadrant, Jakob was a Portfolio Management Assistant at RBC PH&N where he supported the portfolio management process for HNW clients and their families.

Jakob holds a Bachelor of Commerce with Distinction from Rotman Commerce in the University of Toronto, where he specialized in Finance and Economics. Jakob has completed the CSC, CPH, and WME, and is a CFA Level II Candidate.

Outside of work, Jakob is a history buff, film fanatic, hockey fan, reader, and occasional chess player.

Owen So is a Senior Private Client Associate at Prime Quadrant.

Before joining Prime Quadrant, Owen was a landscaping crew leader serving residential and commercial clients. Owen holds a Bachelor of Management and Organization from Western University, specializing in finance. While at Western, he also worked as an intramural commissioner and was a member of the Western Investment Club, Western Capital Markets Club, and Dan Management Student Association. Owen has completed the Canadian Securities Course.

Owen enjoys spending time outdoors golfing, hiking, and skiing.

Kerim Kutay is a Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, he worked as a Fund Accountant at CIBC Mellon, where he handled mutual fund transactions and financial reporting.

Kerim holds a Bachelor of Commerce with Distinction from Rotman Commerce at the University of Toronto.

Outside of work, Kerim enjoys watching sports and travelling.

Michelle Liang is an Associate Consultant at Prime Quadrant.

Prior to joining Prime Quadrant, Michelle was an investment consulting associate at Willis Towers Watson. She has worked with a range of clients, including defined benefit pension plans, defined contribution plans, wealth and foundations.

Michelle earned her Honors Bachelor of Arts degree in Economics from University of Toronto. She has completed the Canadian Securities Course and is a Level 3 CFA candidate.

Outside of the office, Michelle enjoys being active. She participates in 10k runs and practices Pilates. She is also a beginner at golf.

Fiona Macdonald is a Client Experience Associate at Prime Quadrant.

Fiona recently graduated from Huron at Western University with a degree in Global Great Books, where she developed a strong foundation in literature, philosophy, and critical thinking.

Prior to joining Prime Quadrant, Fiona worked as a ski coach and wilderness canoe guide.

Outside of work Fiona enjoys songwriting, canoe tripping, and spending time outdoors.

Cletus Adodo is a Development, Security, and Operations Engineer at Prime Quadrant.

Cletus has experience in cybersecurity, cloud infrastructure, and automation, with hands-on experience strengthening systems across Azure, AWS, and CI/CD pipelines. He has supported organizations through security audits, built automated compliance checks, and implemented controls aligned with leading frameworks such as NIST, MITRE ATT&CK, and ISO 27001.

He holds a Bachelor of Science from Ambrose Alli University, a postgraduate degree in Cybersecurity Operations, and a certificate in Cloud Computing Operations from York University.

In his free time, Cletus enjoys mentoring young technologists and exploring ways to make technology more accessible and secure for everyone.

Anna Ivanova is an Operations Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Anna worked as a Customer Service Representative for BMO. She focused on building long-term relationships with clients, meeting their needs in the most efficient way. Anna also participated in pro-bono consulting projects that helped non-profit organizations.

Anna holds a BA in Economics and International Relations with a minor in Spanish from the University of Toronto. During her time in university, Anna served as an Operations Executive for the Females in Finance club, where she helped female students explore career opportunities in the finance industry.

Anna enjoys vintage shopping, going to contemporary art exhibitions and taking pictures with a film camera or Polaroid.

Sofia Zuniga is an Associate Consultant at Prime Quadrant.

Prior to joining Prime Quadrant, Sofia was a Senior Client Management and Operations Associate at State Street Bank. She was responsible for the day-to-day servicing of client relationships, acting as a primary point of contact for client inquiries and requests. She also acted as a liaison between all internal teams to effectively meet client demands. Additionally, she proactively monitored the settlement of OTC and market trades to ensure timely execution.

Sofia graduated with a BBA with a specialization in Finance from the University of Toronto.

Sofia enjoys reading, picnicking and traveling.

Yonal Udagedara is a Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Yonal worked as an Institutional Sales Analyst at Setter Capital, a secondaries market advisory firm. He has a background in private capital advisory and dealing with large institutional clients, having assisted in closing a number of secondary market transactions.

Yonal holds a BComm degree in General Management and Finance from Queens University’s Smith School of Business.

Yonal enjoys travelling with friends and family, being active with soccer, golf, and other sports, and attending as many concerts as possible.

Sahil Sharma is a Private Client Associate at Prime Quadrant.  

 Prior to joining Prime Quadrant, Sahil managed a proprietary FX fund and contributed to seed-stage venture analysis at the Laurier Startup Fund. Through these diverse roles, he developed robust analytical and technical experience across multiple asset classes, bridging quantitative insights with a strong foundation in client communication. Sahil holds a Bachelor of Business Administration (BBA) with a major in Finance and a minor in Economics from the Lazaridis School of Business and Economics at Wilfrid Laurier University.  

Beyond his professional commitments, Sahil enjoys several forms of fitness and is a passionate global traveler. 

Jolene Watkin is an Associate at Prime Quadrant and the Co-Founder of Konnect Better.

Jolene is a Western University graduate with an Honours degree in Business Management and Organizational Studies, specializing in Consumer Behaviour. Her professional experience includes internships with HearstLab in New York, where she supported female-led SaaS start-ups in securing Series A funding, and CGI in Toronto, where she refined her project management and business development skills.

At Konnect Better, Jolene leads the development of interactive tools designed to help people build stronger and more meaningful relationships.

Outside of work, Jolene enjoys fashion, food, and sports, like soccer and pickleball. She was actively involved in university clubs, including the Women in Business Club and SPUR Fashion Club, where she served as head stylist. Her community work includes philanthropic initiatives that support local food banks and raise awareness for the Princess Margaret Cancer Foundation.

Myles De Castro is a Private Client Associate at Prime Quadrant.

He began his career in finance at Herculean Group, where he supported their investment team as an Investment Banking Analyst Intern. He is attentive to detail and takes pride in cultivating meaningful connections with colleagues and clients.

Myles holds a degree in Commerce, majoring in Accounting and Finance, from the Smith School of Business at Queen’s University. While at Queen’s, Myles served as Chief Strategy Officer of Queen’s Capital, a student-run investment club.

Outside of work, Myles spends his time playing the acoustic guitar, golfing, and travelling.

Kiran is a Client Onboarding Associate at Prime Quadrant.

Prior to joining Prime Quadrant, she served as an Implementation Specialist at Abu Dhabi Commercial Bank in Dubai, UAE, where she specialized in corporate banking, focusing on onboarding and end-to-end implementation for institutional clients.

Kiran holds an MBA in International Finance from Universidad Católica San Antonio de Murcia, Spain.

In her spare time, she enjoys cooking, exploring new attractions, and spending quality time with her loved ones.

Prarthana (Pat) Pradeep is a Senior Investment Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Pat worked as a Capital Markets & Treasury Intern at Brookfield Renewables Canada, where she evaluated new investment opportunities and executed hedge reports. She has a strong background in finance, having previously worked as an Investment Intern at Prime Quadrant, conducting due diligence for existing and potential fund managers.

Pat holds a Bachelor of Commerce degree from Dalhousie University, where she was also a member of the Dalhousie Investment Society, Dalhousie Accounting Society and Women in Business Association.

Outside of work, Pat enjoys being active at the gym and going to cafes.

Jack Wang is a Senior Private Client Associate at Prime Quadrant.

Jack started his career as a financial controlling analyst at ArcelorMittal Dofasco where he developed core competencies in data analytics, financial reporting, and process implementation. Prior to joining Prime Quadrant, Jack worked as a customer experience associate at TD Canada Trust where he provided exceptional advice specifically tailored to each client.

Jack holds an Honours Bachelor of Commerce degree from McMaster University, specializing in Finance and minoring in Innovation. Jack has completed the Canadian Securities Course and is a CFA Level II Candidate.

Outside of the office, Jack enjoys music, travelling, and playing a variety of sports that include golf, volleyball, and skiing.

Faith Palomo-Lee is an Accounting Associate at Prime Quadrant. 

 Previously, Faith worked at Century Home Fashions Inc as an Accounting Associate and Logistics Coordinator, building experience across both finance operations and supply chain coordination. She holds a Bachelor of Commerce in Accounting from Toronto Metropolitan University. 

Outside of work, she likes to stay active at the gym and go on long walks. She also enjoys exploring new restaurants and food spots around the city and attending live music events. 

Emily Doman is a Senior Risk and Compliance Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Emily worked in Operations at Spartan Fund Management, where she delivered a broad range of operational support for an alternative investment fund company.

Emily holds a Bachelor of Commerce degree from Dalhousie University.

Outside of work, Emily enjoys staying active through skiing and soccer, as well as spending time with family, friends and her dogs.

Daniela Varela G. is a Senior Operations Associate at Prime Quadrant.

Prior to joining the team, Daniela worked for BMO as a Business Banking Specialist, providing tailored solutions to small and medium-sized businesses. She also served as a Customer Service Representative during her tenure at BMO. Daniela was a Business Planning Analyst at Scotiabank, assisting the VP of Retail Business, SME, and Wealth Management by performing analysis using KPIs, benchmarks, and expenses. Earlier, she worked for Fitch Ratings, assisting in rating evaluations and providing insights to the LatAm markets insurance team.

Daniela holds a bachelor’s degree in finance and international Affairs from the Universidad Externado de Colombia and a Post-graduate diploma in Business Analysis from Fanshawe College.

Daniela enjoys spending time with her family, going hiking or for long walks. She is also passionate about dancing, watching sunsets, and reading.

Nina Hamidi is a Client Service Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Nina worked in Business Development at Creyos, a health tech start-up. Nina has a strong background in customer service, sales, and retail banking. Having previously worked at TD Canada Trust as a Branch Supervisor, she holds over three years of experience in compliance and KYC. Nina is extremely passionate about working towards a career where she can help others.

Nina holds an Honours Bachelor of Science in Biomedical Sciences from Ryerson University.

In her free time, Nina loves to travel and visit different cities and countries. She likes to stay active by joining Pilates classes. She will also find an opportunity, any chance she gets, to show the team hundreds of pictures of her kids (cats), Muni and Buffy.

Marthe is an Operational Due Diligence Associate at Prime Quadrant. 

Prior to joining Prime Quadrant, she worked as an Institutional Sales and Client Support Associate at Sun Life Global Investments. Marthe has over a decade of experience in the financial services industry, with expertise in portfolio operations, financial reporting, compliance, institutional sales, and client support. 

Marthe holds the CFA designation, a Bachelor of Commerce from ESSEC Business School at the University of Douala, and an MBA from Anglia Ruskin University.  

Outside of work, Marthe enjoys traveling, exploring new cuisines and restaurants, listening to audiobooks, and spending time with her young family. 

Divya Reddy is a Senior Full-Stack Developer at Prime Quadrant. 

Prior to joining Prime Quadrant, Divya worked as a Full-Stack Developer across enterprise and product-driven teams, most recently at Trend Micro and Tecsys. In these roles, she contributed end-to-end to scalable, cloud native applications, building reliable systems and intuitive user interfaces with a strong focus on performance and usability.

Divya holds both Bachelor’s and Master of Science degrees in Computer Science from the University of Ottawa and brings hands-on experience with modern full-stack technologies. 

Outside of work, Divya enjoys sketching, exploring UX ideas, and getting lost in crime and mystery novels. She also stays active by playing racket sports and unwinds by experimenting with new baking recipes, her favourite way to recharge creatively. 

Mateo Vukovic is a Client Service Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Mateo worked in roles as a Junior Accountant, Junior Financial Analyst, and Accountant supporting Special Projects. His experience spans real estate investments, financial analysis, and accounting, giving him a well-rounded perspective on both operational and financial workflows.

Mateo holds a Bachelor's degree in finance and economics from York University, as well as a diploma in Risk and Insurance Management.

Outside of work, he enjoys staying active, biking during the summer months and skiing in the winter. He also manages a party and event rental company in his spare time, combining entrepreneurial drive with hands-on operational experience.

Niv is a Full-Stack Developer at Prime Quadrant. 

Prior to joining Prime Quadrant, Niv worked as the lead developer for konnect better, where he built their digital platform with AI-driven features. He focuses on creating seamless user experiences and helping organizations make complex processes simpler and more efficient.  

Niv holds a Technical Certificate in Full Stack Development from the University of Toronto and a Bachelor of Arts in Political Science from Western University. 

Outside of work, Niv enjoys staying active through Muay Thai training, spending time outdoors with family, friends, and his dog, and exploring new technologies. 

Suyog Bhise is an Artificial Intelligence (AI) Systems Engineer at Prime Quadrant.

Before joining Prime Quadrant, Suyog applied his machine learning and AI expertise across multiple sectors, spanning marketing technology at Kognitiv, credit risk at Equifax, and data strategy at Rogers Communications.

Suyog hold a Master of Science in Physics from Mumbai University and an MBA in Finance from McMaster University. Suyog enjoys solving hard problems at the intersection of logic and money.

Outside of work, he enjoys trying new spicy curries, doing heavy deadlifts, going on long runs, and diving deep into undervalued stocks.

Mahyar Taheri is a Quality Assurance (QA) and Site Reliability Engineer (SRE) at Prime Quadrant.

Prior to joining Prime Quadrant, Mahyar worked in software testing across multiple industries, including e-commerce, education, gaming, and finance. He has a strong background in building software, testing frameworks and helping teams adopt and maintain quality best practices.

He graduated from Iran University of Science and Technology with a Bachelor’s degree in computer engineering.

Outside of work, Mahyar enjoys playing board games, exploring psychology, and experimenting with new technologies.

Ayra Saleem is a Family Office Associate at Prime Quadrant.

Ayra has completed internships at several esteemed organizations, including Techno-Consult International, A.F. Ferguson and Associates, and Habib Bank Limited.

She holds a Bachelor of Commerce in finance from York University and is currently pursuing the Canadian Securities Course.

Outside of work, Ayra is deeply committed to giving back. In her spare time, she volunteers with Crafting for a Cure, leads arts and crafts sessions for children in hospitals, and organizes corporate team-building events.

Gitti Naseri is a Client Service Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Gitti worked at TD Bank as a Customer Experience Associate, where she focused on providing personalized financial advice and supporting client success. She also contributed to team development by assisting in onboarding and training new colleagues.

Gitti holds an MBA and a Bachelor of Business Administration from the University of Paderborn, Germany.

Outside of work, Gitti enjoys adventure, trying out new restaurants, and travelling to connect with people and learn about their cultures and traditions. She also loves spending quality time with her family, often playing board games and watching documentaries.

Connor Yuan is a Senior Full-Stack Developer at Prime Quadrant. He builds and maintains end-to-end web applications, focusing on clean architecture, reliable APIs, and scalable front-end experiences. He works closely with product, design, and operations teams to deliver features from discovery through deployment.

Prior to joining Prime Quadrant, Connor developed internal tools and customer-facing products across full-stack roles, with experience spanning React/TypeScript on the front end and Node.js, Python, and Java on the back end, supported by SQL databases and modern CI/CD practices.

Connor has a Master’s degree in Applied Computing from the University of Windsor and a Bachelor’s degree in Software Engineering from Huazhong University of Science and Technology.

Outside of work, Connor enjoys continuous learning, building side projects, and spending time with his family.

Ashley Faintuch is Executive Assistant to the CEO and a Communications Associate.

Prior to joining Prime Quadrant, Ashley worked for the President of the Treasury Board of Canada. She holds a Bachelor of Business Administration from the University of Winnipeg.

In her spare time, Ashley enjoys volunteering in her community, being the social coordinator amongst her friends, and learning as much as she can on topics of interest.

Quentin Stikkers is an Associate Consultant at Prime Quadrant.

He assists with the Prime Quadrant Partners program, which focuses on direct and co-investment opportunities on behalf of Prime Quadrant clients.

Prior to joining Prime Quadrant, Quentin worked on the investment team at Teslin Capital Management, a long-term-oriented Dutch investment fund. Before Teslin, he worked at Nomura, Deutsche Bank and at a Dutch private equity fund focused on food and agriculture during his studies.

Quentin holds an MSc in Financial Economics from Erasmus University of Rotterdam and a BSc in Economics from the University of Groningen.

Outside of work, Quentin enjoys playing soccer, skiing, hiking, and travelling.

Ananya Batra is an Accounting Associate at Prime Quadrant.  

Prior to joining Prime Quadrant, Ananya worked as a Financial Analyst at KPMG. Ananya has a strong background in accounting and finance across various industries, having previously worked at McKeil Marine Limited, Habitat for Humanity, and PointClickCare. 

Ananya holds a BBA Co-op degree from Brock University, specializing in accounting with a minor in economics. She is also currently pursuing her CPA designation. 

Outside of work, Ananya is an avid sports fan of the Toronto Maple Leafs. She also loves doing arts and crafts in her spare time, as well as going for runs with her adorable 3-year-old Goldendoodle, Leo. 

Lachlan Carmichael is a Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Lachlan was an Associate at Roxborough Advisory where he provided support to the Founder across various advisory activities, with a focus on researching ESG, DEI, and cultural issues affecting client companies. Additional experiences at Starlight Investments as a Junior Analyst and iA Securities as a Prestige Relationship Coordinator equipped Lachlan with valuable skills in financial analysis, relationship management, and operational efficiency.

Lachlan holds a Bachelor of Business Administration with Honors from Wilfrid Laurier University and has bilingual fluency in French.

Outside work, Lachlan loves to golf, play tennis and ski. He also enjoys volunteering in his community.

Janet Taylor is an Associate, Family Office Solutions at Prime Quadrant.

Janet brings over 25 years of experience working with multi-family offices and ultra-high-net-worth families to Prime Quadrant. Before joining Prime Quadrant, Janet worked at Scotia Wealth Management and at a private Family Office Firm, working closely with Partners, Portfolio Managers, and Advisors delivering first-class client service.

Dedicated to service excellence and always interested in opportunities to learn, Janet takes ownership of every task to deliver on time, every time.

Janet graduated with a Diploma in Accounting and Secretarial from LaSalle Adult Education Centre in Montréal, Québec.

Janet enjoys serving her community, impromptu local getaways, exploring the province, spending time with family, and adventures with her granddaughter.

Souha Hammoude is the Office Manager at Prime Quadrant.

Prior to joining Prime Quadrant, Souha worked in sports broadcasting and live events as a Crew Scheduling Coordinator at Bell Media.

Souha holds a BA from the University of Toronto, with a double major in Communication, Culture, Information & Technology (CCIT), as well as Criminology, Law, and Society.

In her free time, she enjoys going on outdoor walks, the gym, and spending quality time with family and friends.

Sharlene joined Prime Quadrant in 2022 as a Private Client Associate and moved into a Strategic Partnerships role in 2026, where she works closely with advisors to help bring a more integrated approach to their client relationships. Her focus includes supporting access to institutional-quality investments, thoughtful governance structures, and philanthropic planning.

She also leads the Trusted Partners program, building a network of aligned professionals across complementary disciplines to ensure clients receive cohesive, high-quality advice beyond what Prime Quadrant provides in-house.

Sharlene graduated from Western University with a BMOS degree, specializing in Finance.

Outside of the office, she enjoys staying active through a variety of sports, volunteering with Good Shepherd Ministries, and spending time outdoors hiking with her dog.

Kyle Edmonds is a Private Client Associate at Prime Quadrant.

Prior to joining the firm, he worked as a Finance Associate at NovaRisk, an Insurance Managing General Agent (MGA). Kyle brings a strong background in financial modeling and analysis, having completed multiple internships as a financial analyst.

He holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University, where he specialized in Finance and minored in Economics. Kyle has completed the Canadian Securities Course (CSC) and is a CFA Level I candidate.

Outside of work, Kyle enjoys staying active through hockey, golf, and skiing.

Danny Tamir is a Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Danny worked in business development for a fintech start-up in the wealth management space.

Danny holds an HBA from the Ivey Business School at Western University and completed a semester abroad at the University of Lausanne in Switzerland. He also served as the Vice President for the Ivey Wealth Management Club.

Outside of work, Danny enjoys staying active, particularly as an avid hockey player. Originally from Montreal, he is also a dedicated fan of the Montreal Canadiens.

Rashmi Krishnamohan is a Data Reporting Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Rashmi worked in both the non-profit and consulting sectors, most recently leading data reporting and analysis efforts at United Way in Windsor. While there, she supported program strategy through ETL processes, geographic insights, and performance forecasting, collaborating closely with cross-functional teams to drive data-informed decisions.

Rashmi holds a Bachelor’s and Master’s degree in Engineering and brings 7 years of experience in data analysis. She is passionate about making data accessible, actionable, and aligned with business goals.

Outside of work, Rashmi enjoys playing badminton and spending time with her two bunnies. She also loves exploring cozy cafés and working on personal data projects.

Paolo Dela Cruz is an IT Support Technician II at Prime Quadrant.

Prior to joining Prime Quadrant, Paolo worked in IT Operations at Hazelview Properties. He has a strong background in troubleshooting IT issues and standardizing operating procedures by implementing policies and best practices.

Paolo holds a degree in Bachelor of Science in Information Technology from Bulacan State University (Philippines).

Paolo loves visiting tropical countries, camping, and picnicking by the beach. He spends his free time with family and friends watching basketball, boxing, and movies.

Asad Fazla is an Associate Consultant at Prime Quadrant.

Prior to joining Prime Quadrant, Asad worked as a Middle Office Associate at MUFG Investor Services. He brings to our team a strong background in fund administration and reporting, gained from his experience both at MUFG and with Computershare, a transfer agency.

Asad holds a Bachelor of Mathematics, Honour Mathematics/Business Administration from the University of Waterloo and is a Chartered Financial Analyst (CFA) Charterholder.

Outside of work, Asad enjoys both playing and watching soccer and has a passion for personal investing.

Mary Gilbert is the Social Media and Marketing Coordinator at Prime Quadrant. 

Prior to joining Prime Quadrant, Mary was a Senior Brand Strategist at a full‑scale marketing agency, where she led client accounts across North America and oversaw the development and execution of multi‑channel marketing campaigns.  

Mary holds a BAH in Economics from Queen’s University. Outside of work, she enjoys skiing, traveling, and spending quality time with her friends and family. 

Wiki Su is an Associate Consultant at Prime Quadrant.

Prior to joining Prime Quadrant, Wiki was a Private Equity Investment Associate at AP Investment, a single family office with AUM of US$6bn, where she managed the investment evaluation of growth-stage companies. She also worked as a Corporate Finance Analyst at a boutique investment bank in Hong Kong, where she supported IPO and M&A transactions.

Wiki holds a Master’s degree in finance from The Chinese University of Hong Kong.

Outside of work, Wiki maintains an active lifestyle through yoga and has recently taken up squash and bouldering.

Michael Ochakovsky is an Operations Associate at Prime Quadrant.

He brings a strong background in client service and documentation support through his experience at Canaccord Genuity, where he played a key role in onboarding new clients transitioning from other advisors. His responsibilities included preparing and processing account opening documentation, ensuring compliance with regulatory standards, and coordinating with internal teams to deliver a smooth onboarding experience. He also supported branch operations by reviewing Investment Advisor Assistant documentation to activate trading capabilities and assisted house account clients by managing documentation and client communications. He holds a Bachelor of Commerce (Honours) with a major in Global Management and a minor in Finance from Ryerson University and is an aspiring CFA charterholder.

In addition to his work in finance, Michael founded Mikey’s Swim School, a program dedicated to teaching water safety and swim skills to individuals of all ages. His excellent strategic planning, proficient client-focused service, and efficient business operations were key factors in the business's success.

Outside of work, Michael values spending quality time with his family and friends and is a passionate supporter of the Toronto Raptors, Maple Leafs, Blue Jays, and UFC. Whether he’s enjoying a game or relaxing with loved ones, he brings the same energy and commitment to his personal life as he does to his professional endeavours.

Aidan McAskie is a Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Aidan completed a tax internship at Carr, Riggs & Ingram in South Carolina while pursuing his studies in finance. He holds a Master of Finance from the University of Pittsburgh and a BBA in Financial Management from Charleston Southern University.

Throughout his academic career, Aidan competed as a Division I student-athlete, playing baseball at both the University of Pittsburgh and Charleston Southern University. While at Charleston Southern, he was named the Big South Conference Scholar-Athlete of the Year and earned Big South All-Academic Team honours in recognition of his achievements in both academics and athletics. His experience balancing high-level athletics with academics helped develop his discipline, teamwork, and strong work ethic.

Outside of work, Aidan enjoys staying active through running, golfing, and skiing. He also enjoys traveling and exploring new places.

Ben Kofsky is a Senior Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Ben completed three co-op work terms with RBC Dominion Securities, District Realty, and Butterfield Group, where he gained a strong background in financial analysis and reporting.

Ben holds a Bachelor of Commerce degree from Dalhousie University, where he studied Finance. He enjoys playing hockey and golf in his free time and is a big Miami Dolphins fan.

In his free time, Ben loves spending time with family and friends.

Dennis Ly is a Senior Investment Analyst at Prime Quadrant.

Prior to joining Prime Quadrant, Dennis was an associate at State Street Corporation, where he was responsible for daily trade management, managing risk and preparing evaluation reports for alternative investment vehicles. He also acted as a liaison between internal teams and a primary point of contact for institutional clients to address inquiries and requests.

Dennis graduated from the University of Western Ontario with a Bachelor of Management and Organizational Studies. He has completed the Canadian Securities Course and the Conduct and Practices Handbook Course. Dennis is a CFA Level III candidate.

Dennis grew up playing a variety of sports and remains an avid runner. When he isn’t working, Dennis enjoys playing golf, hockey and trying out new restaurants.

Aryan Aggarwal is an Operations Associate at Prime Quadrant.

He previously interned at CIBC, where he enhanced risk management processes in capital markets, and at the NATO Association of Canada, where he led a CRM platform migration and organized events for global stakeholders. Aryan also founded a tutoring service for IB students, mentoring over 150 students annually in New York City.

He holds a Bachelor of Commerce in Finance and Economics from the University of Toronto as an International Scholar, and is an aspiring CFA charterholder.

Outside of work, Aryan enjoys hiking, soccer, and exploring Canada. He is also passionate about volunteering and has supported causes like the Leukemia and Lymphoma Society.

Jeffrey Du is a Senior Private Client Associate at Prime Quadrant.

Prior to joining Prime Quadrant, Jeffrey gained extensive consulting experience in risk management and financial engineering at Deloitte and EY. He also worked at Citigroup as a Vice President, where he developed and implemented Agile transformation strategies for the Risk Management Technology group.

Jeffrey holds a Master of Financial Risk Management degree from Rotman School of Management at University of Toronto and has successfully completed all levels of the CFA Program.

In his free time, Jeffrey enjoys cycling, practicing yoga, and reading about Daoism philosophy. He also enjoys music and sings with Forte, a Toronto-based choir.

Ali Jafar is a UI/UX Designer at Prime Quadrant.

Prior to joining Prime Quadrant, Ali was a Senior Product Designer at XLSCOUT where he focused on building intuitive B2B applications and improving user workflows.

Ali holds a Bachelor’s degree in Information Systems from Carnegie Mellon University and a Master’s degree in User Experience Design from the University of Toronto.

Outside of work, Ali enjoys taking long walks and hiking, exploring new trails and city streets in addition to reading, drawing, and skateboarding.

William Haynes is an Associate Consultant at Prime Quadrant.

Prior to joining the team, William spent more than nine years working in capital markets, comprising four years in commercial real estate asset management and investments and five years in equity research. He has developed a strong foundation in relationship management and financial modeling through roles at two real estate private equity funds and two investment banks in Toronto.

William is a CFA Charterholder and holds a Bachelor of Business Administration from the University of New Brunswick.

Outside of work, William enjoys Muay Thai, rock climbing, softball, volleyball, and reading fiction. When he’s not in Toronto, he can often be found dirt biking through the woods of Southern Ontario or New Brunswick.

Amy Hambly is the Manager of Events & Engagement at Prime Quadrant.

Amy has a wealth of experience supporting top executives at companies like Chesswood Group Limited, Toronto Arrows RFC, Waypoint Investment Partners, and Gluskin Sheff and Associates.

Amy is passionate about organizational excellence. Her career highlights include planning Chesswood’s Annual General Meeting, playing a crucial role in the inception and growth of the Toronto Arrows Rugby Club, leading complex immigration and property management projects, and managing the logistical aspects of running a professional sports team. Amy loves a challenge, especially one that she can assist in remedying.

Amy holds an Honours BA in Communication Studies and Psychology from Wilfrid Laurier University, where she was actively involved in various student associations. She also has an Interior Decorator Diploma from George Brown College and has completed several Certified Financial Planning preparatory courses. She considers herself a lifelong learner and is always looking for learning opportunities.

Outside of work, Amy enjoys spending time with family and friends, reading, going to the gym, gardening, laughing at her own jokes and attending concerts.

Lavanya Satkunanathan is the Executive Assistant to the National Head of Estate, Trust & Tax Strategy at Prime Quadrant.

Prior to joining Prime Quadrant, Lavanya served as an Executive Assistant at a single-family office, providing executive and operational support to senior leadership. Earlier in her career, she worked in talent acquisition, supporting the recruitment of professionals across the engineering and sciences sectors. She also served as a Legal Assistant at a law firm, where she supported the firm’s real estate, immigration, and family law practices.

Lavanya holds a Bachelor of Commerce in Business Management from Ryerson University in Toronto.

Outside of work, Lavanya enjoys staying active, spending time with family and friends, travelling, and is an avid Harry Potter fan.

Jack Tobin is a Family Office Associate at Prime Quadrant.

Jack brings three years of experience in financial services. He most recently worked as an Analyst in Tax Brokerage Operations at Fidelity Investments, where he specialized in brokerage tax operations, account maintenance, and cost basis reconciliation.

Jack holds a Bachelor’s degree in Social Policy and a Diploma in Bookkeeping and Payroll Management, along with professional finance certifications in investments, assurance, and regulations.

Jack recently relocated to Toronto from Dublin, Ireland. Outside of work, he enjoys staying active through the gym and running, as well as discovering new places around Toronto.

Clarisse Grassi is a Marketing Operations Data Specialist at Prime Quadrant.

In her role, she leads HubSpot architecture, data, and reporting to support the firm's growth. Before joining Prime Quadrant, Clarisse founded Lead Tribe, a French consultancy where she built CRM, RevOps, and growth systems for more than 30 clients across the B2B SaaS, hospitality, and luxury sectors. She also led Marketing and Operations at OSOL, where she helped grow ARR by 21.5%. She holds a Master's degree from SKEMA Business School.

Outside of work, Clarisse enjoys traveling and spending time outdoors. She can often be found skiing or hiking with her dog, experimenting in the kitchen, or fully embracing the holiday spirit come Christmastime.