His areas of teaching expertise include Corporate Finance, Statistics, Economics, Accounting, Portfolio Management and Derivatives. Vikram's knowledge and willingness to customize advice in a range of topic areas bring Exam Success students up to speed and at a pace necessary to pass the exam.

Vikram also participates with CFA Institute’s mentoring programs and was selected as one of the designated mentors in Toronto.

Vikram is a Sr. Analyst, Structured Credit and Risk Management at HOOP (Healthcare of Ontario Pension Plan). His previous corporate roles were in Structured Products (Derivatives) at RBC Capital Markets, Investment Banking at Citigroup and Equity Research at Morgan Stanley.

Vikram earned the CFA Charter in 2009 and a Masters in Finance in 2007. His interests include playing cricket, writing poetry, teaching and mentoring.

He finds inspiration the moment a student “gets it”— when all the hard work pays off and a concept that started out as a major challenge becomes easy.

David is known for his enthusiastic delivery and ability to clearly explain complex material, that keep students engaged and motivated to learn.  His expertise in the classroom allows him to serve as a “trainer” of tutors aspiring to teach and he also helps instructors develop both a critical eye to their own teaching and a sense of how to make classes and learning materials more effective and interesting.

David also has a strong knack for content development and has authored a variety of exam-prep Statistics, Fixed Income and Derivatives math-skills guides. At Exam Success David gets to wear lots of hats but he continues to find teaching the most fun and fulfilling.

David holds a Bachelor of Computer Engineering from McGill University and an MBA from the Rotman School of Management at the University of Toronto.

David has passed all 3 exam Levels and was a CFA Charterholder in 2017, (but he no longer maintains active status).

His areas of particular topics of interests include Behavioural Finance, Alternative Assets, Derivatives, Fixed Income and Risk Management.

Over the last 20 years, Gerry has held various senior Financial Services Industry positions in Training, Asset management, Financial planning, Operations and Compliance and has developed and taught several financial education and exam preparatory courses.

Gerry is an adjunct Professor in the combined MBA/ CFA program at Concordia University's Goodman Institute of Investment Management. He is also a lecturer at Wilfrid Laurier, The University of Ontario and a mentor with the Toronto CFA Society assisting with the CFA Research Challenge and Universities Relations Committee.

George has more than two decades of experience working with a number of Canada’s largest investment firms, and is known for his portfolio management expertise.

Currently George is SVP, Retail Distribution at Hazelview Investments and is an Investment Committee Board Member at the Aisling Discoveries Child and Family Centre.

Before entering the financial services industry, Ganas played professional football with the Toronto Argonauts and earned a bronze medal in team handball at the 1984 Pan American Games.

Vijay is a patient and supportive mentor who has a solid track record of helping students maximize their exam results using targeted revision and exam focused learning techniques.

Vijay has several years of management experience in the Banking and Financial Services Industry and has held positions in Financial Planning, Wealth Management and Training at the Royal Bank of Scotland, and the Standard Chartered Bank.

Vijay is a member of the CFA Institute, CFA Society Toronto and the Financial Planning Standards Council and currently works at AI Private Wealth in Toronto as an Investment Analyst and Associate.

Despite all the finance and accounting, he has a soft spot in his heart for animal welfare and nature.

Michael is a full-time Business Professor at George Brown College who consistently receives high markets from his students. He recently authored "Revel for Marketing" by Pearson Canada and is a frequent contributor to marketing and business innovation conferences and publications. 

His business leadership experience includes senior management and consultancy roles at well-known packaged goods and financial services organizations including Procter & Gamble, Aim/Trimark and Microsoft.

Michael holds an MBA in Marketing from York University's Schulich School of Business, and an undergraduate degree in Political Science from McGill University.

A remarkable Estate and Trust Planning resource, he is also the founder of eState Planner.

Mr. Atin is a senior Associate Counsel to Hull & Hull LLP. He was appointed as one of Ontario's first Certified Specialists in Estates and Trusts Law by the Law Society of Upper Canada, and is full member of the Society of Trusts and Estate Practitioners (STEP) and is a past Chair of the Ontario Bar Association Trust and Estates Section.

Jordan was called to the Bar in 1993 and has an LL.B. from Osgoode Hall Law School. He was chosen by LawDay as one of the top 60 leading lawyers in Canada in the practice area of Estates and Trusts for the year 2009.

Kismet manages everything from student enrolments and advising, to sponsorship and external partner outreach opportunities and is also an integral marketing resource.

Before Exam Success, Kismet worked in Financial Services Marketing at Russel Canada where she was responsible for the development and production of sales tools and client marketing materials.

Kismet received her undergraduate education at York University and completed her CSC, CPH courses and the CIM designation prior to attending the Schulich MBA program at York University in Toronto.