TTR & Associates Co-Founder, Portfolio Management: Mike is responsible for portfolio management of client assets as well as overall client relationships. From a portfolio management perspective, he brings a bottom up approach to the team focusing on individual security analysis and selection. Mike’s portfolio management and wealth advisory experience is extensive. He has been an Investment Advisor with Nesbitt Burns in excess of 30 years. Over this period Mike has built one of the leading investment advisory practices in Ottawa servicing a discerning group of high net worth families and businesses. He holds a B.Com from the Sprott School of Business.

TTR & Associates Co-Founder, Portfolio Management: Cory is responsible for portfolio management of client assets as well as overall client relationships. From a portfolio management perspective, he brings a top down approach to the team focusing on asset, geographic and industry allocation.  He has been an Investment Advisor with Nesbitt Burns for seven years. Prior to working with Nesbitt Burns, Cory worked in Capital Markets for six years where he was a Vice President with Merrill Lynch & TD Securities in Toronto, New York & London.  In this capacity he advised top investing institutions across the globe on investment decisions in the Canadian financial markets. Cory also spent just under four years with Deloitte in Toronto in a senior role as a strategy consultant to various global Fortune 500 companies. He holds a B.Com honours from the Queen’s School of Business and an MBA from the Richard Ivey School of Business.

TTR & Associates, Investment Advisor: Tom is responsible for supporting the team from a portfolio management and technical perspective. He is also setting out to support the team’s growth through establishing new client relationships. Tom started his career on Bay St. in Toronto before moving to Ottawa in 2020. While in Toronto, Tom worked at an independent brokerage where he facilitated trading for institutional investment managers and corporations. He holds a degree in Economics from Queen’s University. Tom is a CFA Charterholder, globally recognized as one of the highest standards in the investment management industry. He is happy to now call Ottawa home, and enjoys getting outside on weekends to take advantage of the region’s ample supply of golf courses and hiking trails. 

Wealth Planning, Client Service: Tania is responsible for wealth planning and leading the TTR & Associates client service experience.  She has over 28 years of industry experience. Tania moved from London with her family in 2000, joined Nesbitt Burns and began working with Mike. Tania specializes in helping clients solve their financial issues be it; debt management, education planning, retirement planning, tax planning, insurance planning or estate planning. She also works closely with client's accountants, lawyers and bankers to ensure the seamless execution of wealth plans. Tania is a CERTIFIED FINANCIAL PLANNER® professional. She holds the Chartered Investment Manager designation. Tania is also a life insurance advisor with BMO Nesbitt Burns Financial Services Inc.

Rebecca is responsible for supporting the team and clients with wealth planning including debt management, tax planning, retirement planning and estate planning. Rebecca works closely with clients’ accountants to assist in solving financial issues and discover planning opportunities. Rebecca started her career at Ernst & Young in Ottawa on their audit team working with a wide range of clients from Ottawa based family run businesses to Crown Corporations. Rebecca is a Chartered Professional Accountant (CPA), holds a Bachelor of Business Admin with a concentration in accounting from Bishop’s University and a Master of Accounting from Carleton University. She is also currently completing her registration to become a licensed advisor with the team.

Practice Management, Administrative Support: Kathryn is responsible for practice management as well as providing administrative services to the team and to clients. She has over 20 years experience in the banking and financial services industry. Kathryn ensures the team's client service platform runs efficiently each and every day. Kathryn has completed her Canadian Securities Course.