Tony is a CFA charter holder and Certified General Accountant with seven years of cash management, treasury and corporate financial analysis experience.

He has a proven track record of creating complex financial models to provide analytical support for negotiating long-term leases, capital project investments and fee/pricing strategies.

Tony has successfully completed multiple financial projects involving interdepartmental teams and providing advice to senior executives. He has extensive experience with credit analysis and pro-forma financial statement analysis.

Ron believes that there is no replacement for the important human role that professional financial advisors serve in helping people fund and protect what they value most in life - that money, planning, good management and the right behavior can support.

In his role as the CEO of Glidepath Portfolio Services, Ron is leading the movement towards financial planning professionals being supported directly by discretionary portfolio manager specialists – enhanced by great technology to deliver confidence, comfort and personal care for each client.

“Personal, professional care cannot be commoditized.  I am grateful to be given the opportunity to serve as the Advocacy Chair to continue to champion the cause of advancing our honorable profession and valuable personal service.”

Based out of Toronto, Adrian has upwards of 9 years of experience in various roles within the financial industry; predominantly as a financial planner and sales executive.

Adrian started his career as an Insurance Advisor with Sun Life Financial in late 2007; was awarded the "Quick Start Award" for exceeding sale expectations. He later spent one year at State Farm developing the go-to-marketing strategy for life insurance before transitioning to BMO Nesbitt Burns becoming one of the youngest Investment Advisors at the firm.

In 2012, Adrian explored the distribution channel by managing key relationships in the brokerage community. In late 2015, Adrian accepted a position at PPI Solutions as Director and most recently promoted to Assistant Vice-President, Ontario in 2018 – he now leads a team of directors and associates with one key mandate, increase the firm’s value to advisors and end-clients through consultative financial planning and business development strategies.

Adrian throughout the years has achieved a number of industry courses to provide clients and advisors alike holistic financial council including achieving his Chartered Investment Manager (CIM®) designation in 2012 and Certified Financial Planner (CFP®) in 2016. In 2017 Adrian achieved the Fellow of CSI (FCSI®) which is the highest honour and most senior credential with the Canadian Securities Institute.