Akaash Bali is an honours graduate who completed his Bachelor of Commerce degree in Accounting at the Sauder School of Business at UBC. Currently, Akaash is a student in the CPA Professional Education Program and a Staff Accountant at KPMG LLP. He is a driven, accountable person of high integrity whose passion for business and entrepreneurship drives his motivation to obtain the Chartered Professional Accountant (CPA) designation.
As the Co-Founder and Board of Advisor of Young Investor Program Canada, Akaash is determined to raise awareness of the importance of financial literacy among high school and students. in Vancouver and Toronto. Akaash also served on the Board of Directors at Volunteer Richmond Information Services and was a Policy & Procedures Review Task Force member. After serving on the Board, Akaash was invited to be on the Scholarship Committee with Richmond Cares, Richmond Gives. In August of 2015, Akaash became the Co-Chair of the Community Outreach Committee at the Vancouver Board of Trade and is a member of the Company of Young Professionals Program. When he is not busy with work, Akaash enjoys playing recreational sports, volunteering with non-profits in the community, and watching his favourite shows, Shark Tank, Suits and CNBC's The Profit.
Rohit is a B.Com Graduate from the Sauder School of Business whose father’s life story drives him to obtain the CPA designation. After meeting with Mr. Jim Pattison, Rohit is determined to one day own a growing portfolio of companies with his younger brother, Akaash, and has a definitive mindset to help his parents retire early. Rohit is an individual with high integrity, a life-long learner, and someone who highly values building genuine relationships with his peers.
As the Co-Founder and Board Member of Young Investor Program Canada, Rohit hopes to inspire interest amongst high school students across Canada in learning the importance of financial literacy and how this will enable students to make sound financial decisions in the future. When Rohit is not busy working at KPMG, he enjoys being outdoors, volunteering in the community, and spending quality time with family and friends.
CFO, Carbon Engineering, Ltd.
Susan is a CPA (Chartered Accountant), and since 2009 has been the Chief Financial Officer of General Fusion Inc., a Burnaby based company of 60 people working on alternative energy, recently recognized as BC’s Most Innovative Company.
On a daily basis she is focused on solving a wide variety of difficult business challenges including fundraising, human resource issues, procedural efficiencies, effective use of company resources, and corporate re-organizations and integrations. Leading the Finance and Human Resource functions, she has had many opportunities to build people and communication skills, to address tough interpersonal issues, to understand and address root causes, while demonstrating the willingness to work with people to resolve conflict.
Susan grew up on Vancouver Island where her parents had a hardware store and she learned the meaning of “cash-flow” before she even knew the words. Susan is an avid reader and is committed to lifelong learner for herself and for all.
Managing Partner and Financial Advisor, Millennial Financial Group
Samuel Waxman is a licensed Financial Advisor who has been in Insurance and Financial Services since 2011. Samuel is licensed in Ontario, Alberta, British Columbia, and Saskatchewan. He graduated from the University of Western Ontario in 2011, with a Bachelor of Arts and in 2012, from the Financial Services Practitioner Graduate Program at Seneca College. Samuel is a Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). He was brought into the business by his father; Peter Waxman and considers himself extremely lucky to be able to draw on his 50 plus years of wisdom and experience. In December 2014, Samuel along with his friend and business partner started Millennial Financial Group (MFG). They recognized that the insurance industry needed a change and through the use of technology and education, Millennial Financial Group brings a fresh new take to the insurance and financial planning business. Samuel lives in Toronto and in his spare time enjoys spending time with family and friends, and binge-watching television shows.
Advisor, Calgary Chapter
Serene was the Co-Chair of the Young Investor Program Toronto 2018 team. The Young Investor Program was her first exposure to personal finance and she has since been actively involved in the program for three years, as a delegate, as an ambassador, an executive, and now an advisor. This year, she is excited about the opportunity to give back as Advisor of the inaugural Calgary program and looks forward to building on the program’s previous successes with this team. Her goal is to create a program that will actively involve the participants and inspire them to take control of their financial future.
Advisor, Toronto Chapter
Jessica was a participant of the Young Investor Program in its inception year in Vancouver. She not only gained more knowledge about different aspects of personal finance, but also an interest for a future career in finance after listening and talking to the workshop speakers and participating in the stock pitch competition. This year, she is the Advisor for the Toronto Chapter, and is dedicated to organizing a program that will leave a lasting impression on these participants. In her spare time, Jessica enjoys developing her culinary skills, playing the GuZheng, and rewatching episodes of Last Week Tonight with John Oliver (because she is always caught up).