Your Wealthsimple Invest advisors will deliver sophisticated financial advice whenever you need it, our experts have years of experience advising clients of all net worths, including retirees, professionals, and business owners.

 

Meet the Team

 

Basil D'Souza, CFA

Senior Wealth Advisor, Associate Portfolio Manager

Basil has over 20 years of investment management experience working with private clients, foundations and pensions. Outside of work, Basil has a young son and wife also in the financial services industry. Enjoys cooking, and travelling.

 

James Choi, CFP, CIM, PFP

Senior Wealth Advisor, Associate Portfolio Manager

I have over 9 years of experience in the financial services industry. I am passionate about helping clients turn their ambitions into reality. Prior to joining Wealthsimple, I managed a book of high-value clients as a Senior Financial Advisor at one of Canada’s major banks.

 

Jeff Nichols, CFP, CIM, FCSI

Senior Wealth Advisor, Associate Portfolio Manager

Jeff has over 10 years of experience in providing highly detailed and customized financial advice to Canadians. He appreciates being thorough and enjoys educating others on how to improve their relationship with their money.

 

Julie Crothers, MBA, CIM, CFP

Senior Wealth Advisor, Associate Portfolio Manager

20 years of experience in the financial services industry. Prior to joining Wealthsimple, Julie advised High Net Worth Clients and their Families at independent investment counselling firms in Toronto.

 

Mel Hall, CIM

Senior Wealth Advisor, Associate Portfolio Manager

Amateur singer, master gardener, addicted to chocolate and puppies. Before coming to Wealthsimple I mainly worked in the outdoors, studying environmental science in Halifax, landscaping, tree-planting and working for various non-profits. Unexpectedly, I ended up working at a financial firm as an associate from a friend referral. I loved it and worked my way up to advising, thankful for all the unique human interactions I get to have each day! I still hug trees though.

 

Mike Tempelmeyer, CFP, CIM, PFP, FCSI

Senior Wealth Advisor, Associate Portfolio Manager

Mike has been providing clients with investment and financial planning advice since 2005. He joined Wealthsimple in 2018 after spending many years working for 3 of Canada’s big 5 banks. He helps clients achieve financial freedom and believes that establishing and monitoring a financial plan is crucial. He specializes in retirement income planning and investment strategies for both individuals and corporations. Mike grew up in rural Southwestern Ontario and currently lives in Toronto with his wife and 2 young children.

 

Rachel Langan, CFA, CFP

Senior Wealth Advisor, Portfolio Manager

Rachel has over 10 years of experience in the Financial Services Industry, and experience both working with US and commercial/corporate clients. Spending the last 6 years in Wealth Management roles within Canada, she specialized in working with High Net Worth clients and Foundations. Rachel is also a hands-on DIYer and has two little girls that keep her on her toes.

 

Scott Simpson, CIM

Senior Wealth Advisor, Associate Portfolio Manager

Scott has over ten years of experience in the investment industry with two of Canada’s large financial institutions and joined Wealthsimple in 2018. He advises organizations and families while assisting them in meeting their financial goals. He currently spends his time in Toronto and the Bancroft area with his wife and daughter.

 

Silvi Woods, CFA, CFP

Senior Wealth Advisor, Portfolio Manager

Silvi has been in the industry for nearly 10 years. Prior to Wealthsimple, she worked as a stock analyst for a large equity mutual fund. After realizing the lack of personal finance education, she began running personal finance events (that were actually pretty fun!). If Silvi wasn't working in investments, she's pretty sure she'd make a great dog groomer and puppy trainer. Outside of work, she loves going on ski trips out West, or spending time at her cottage on Georgian Bay, paddleboarding, hanging with family or playing tennis.

 

Silvio Molina, CIM

Senior Wealth Advisor, Associate Portfolio Manager

Over 16 years of experience in Financial Services. Prior to joining Wealthsimple, I spent time at two of Canada’s large financial institutions helping high net-worth families across Latin America. I am an avid sports enthusiast, Toronto FC and Raptors Fan. Long time supporter of minor soccer in Toronto. Played competitive soccer growing up and now that I have kids, you can find me coaching/cheering them on somewhere on the field in Toronto.

 

Steph O'Mahoney

Senior Wealth Advisor, Associate Portfolio Manager

She has worked in wealth management since 2009 in various capacities with 3 of the largest financial institutions in Canada. Throughout her career, Stephanie has developed a passion for challenging the status quo in the wealth management industry and raising the bar on what Canadians can expect from their wealth professionals and financial institutions. This drive ultimately led her to her current role as a Senior Wealth Advisor and Associate Portfolio Manager with Wealthsimple where she advises clients on how they can best achieve financial freedom through effective investing and planning. Stephanie recently moved to Vancouver from Toronto where you can find her hanging with her new Aussie puppy, cooking, cheering on the Leafs (sadly) from afar, or exploring all that beautiful BC has to offer.

 

Sunmeet Hanspal, CIM

Senior Wealth Advisor, Associate Portfolio Manager

Chartered Investment Manager with a Bachelors Degree in Economics. 9 years of experience in the financial services industry. Prior to joining Wealthsimple, Sunmeet advised over 200 families from a financial planning and portfolio management standpoint for 5 years in Brampton, Ontario. Enjoys reading and is an avid sports fan.

 

Alicia Vogan, CFA

Senior Wealth Advisor, Associate Portfolio Manager

I've been working in the financial service industry since 2010. Prior to joining Wealthsimple, I worked with high-net-worth families advising them on all aspects of their investments and financial plans at one of Canada's large financial institutions. I find joy in DIY and thrift shopping, I think I'm a smorgasbord savant and I'm usually overly inquisitive. As a new resident of BC, you can find me and my Bernadoodle hiking one mountain at a time. I have a passion for teaching others about money, investing and everything in between!

 

Damir Alnsour, MBA, CFA, CFP, CIM, PFP, FCSI

Senior Wealth Advisor, Portfolio Manager

Before joining Wealthsimple I worked as an Investment Advisor and Financial Planner to high net-worth individuals and their families with three of Canada's big five banks. I was born in Eastern Europe, grew up in the Middle East, and moved to Canada as an international student. I am fortunate to have been able to call four major Canadian cities home over the past 16 years. I enjoy photography, reading, teaching, and hiking.

 

Joey Kindarji, CIM

Senior Wealth Advisor, Associate Portfolio Manager

Father of a young boy and a new baby girl. Prior to Wealthsimple, I worked at numerous large financial institutions in Canada advising clients on all aspects of their financial planning needs. Passionate about everything technology and investing.

 

Michael Craig, MBA, CIM

Senior Wealth Advisor, Portfolio Manager

20 Years of Experience in Financial Services. I call Toronto home, am a proud father to two wonderful daughters. Avid runner and devoted Toronto Maple Leafs and Raptors Fanatic. Prior to joining Wealthsimple, I advised High Net Worth Clients and their Families at one of Canada’s large financial institutions.

 

Scheherazade Hasan, CIM, QAFP

Senior Wealth Advisor, Associate Portfolio Manager

Scheherazade has worked at Wealthsimple for the last 4 years - supporting and advising her clients on making informed decisions to achieve their financial goals. Scheherazade is a strong advocate for diversity, equity, and inclusion – especially when it comes to closing the gender and racial gap in financial well-being. She frequently leads workshops to educate various community groups on personal finance. Scheherazade spent her childhood in Dubai, U.A.E, and moved to Canada to study at the University of Toronto. She now lives in Toronto with her Labradoodle, Koda.