AKAASH BALI
Co-Founder
Akaash is a Chartered Professional Accountant (CPA) who has experience working in public practice and private real estate companies. After graduating with a Bachelor of Commerce from the Sauder School of Business at UBC, Akaash began his career articling at KPMG. At KPMG, Akaash audited private companies in the automotive, technology, and manufacturing industries. Akaash obtained his CPA designation in 2018 and has held various accounting roles with companies such as Hungerford Properties and LMS Reinforcing Steel Group.
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. 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 Billions.
ROHIT BALI
Co-Founder
Rohit is a Sauder School of Business graduate and currently works as a Project Manager bringing a wealth of experience managing large construction, renovation and restoration projects. After meeting Mr. Jim Pattison, Rohit is determined to one day own a growing portfolio of companies with his younger brother, Akaash. Rohit has held numerous roles working with reputable companies such as KPMG and Platinum Pro-Claim Restoration.
As the Co-Founder and Board of Advisor 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 to make sound financial decisions in the future. Rohit's passion for financial literacy has enabled the Organization to successfully grow and expand reaching hundreds of students each year. When Rohit is not busy with work, he enjoys spending quality time with family and friends, being outdoors and volunteering in the community.
SUSAN KOCH
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.
SAMUEL WAXMAN
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.