Corporate Governance

IQInvest’s Board of Directors is committed to thorough and effective corporate governance standards. The Company believes that sound corporate governance practices are in the interest of all stakeholders and contributes to prudent and effective decision-making by both the Board and Management. The Board regularly reviews and monitors IQInvest’s governance policies and practices and is committed to delivering value to shareholders as it assumes the explicit responsibility of stewardship of the Company.

Securities Lawyer

WeirFoulds LLP
66 Wellington Street, Suite 4100. P.O. Box 35, TD Bank Tower
Toronto ON  M5K 1B7   |   416 365-1110   |   F: 416 365-1876

Auditor

Rosenswig McRae Thorpe Chartered Professional
36 Toronto Street, Suite 800
Toronto ON  M5C 2C5   |   416 977-6600 |   F: 416 977-5874

Trustee

Community Trust
2350 Matheson Boulevard East
Mississauga ON  L4W 5G9   |   416 763-2291 |   F: 416 763-2444

Banking

TD Canada Trust Bank
31 Beckwith Street North
Smith Falls ON  K7A 2B4   |   613 284-1128

 

 

Jeffrey Hui

President & Chief Executive Officer  Mr. Hui obtained his B.Comm degree from the University of Toronto and holds the Financial Management Advisor (FMA) designation, the Certified Financial Planning (CFP) designation, the Fellow of the Canadian Securities Institute (FCSI) designation, the Chartered Professional (Ch.P.) Strategic Wealth designation, the Canadian Investment Manager (CIM) designation, the Chartered Strategic Wealth Professional (CSWP) designation and the Certified International Wealth Manager (CIWM) designation.

Mr. Hui has extensive working experience in the financial industry and is also a licensed mortgage agent, life insurance broker and registered insurance broker of Ontario. Mr. Hui is a member of both the Canadian Association of Accredited Mortgage Professionals (CAAMP) and Associate member of Association of International Wealth Management (AIWM).

Mr. Hui is also the founder and Executive Director of CWF Group Inc. and CWF Group Mortgages Inc., a franchisee of The Mortgage Centre (a division of CIBC) since their inception in 2004 and 2016 respectively.

 

Arif Khan

Director of Underwriting  Mr. Khan holds post graduate certification in Financial Services Underwriting with a specialist in fraud prevention and forensic underwriting. He has served as an industry advisor and contributing panellist to lenders, insurers, industry professional associations and regulators regarding market trends and policy development.

Mr. Khan is the founder and principal at The Strategic Capital Network Inc.  He has significant experience advising, structuring, and developing compliance practices and distribution suitability benchmarks, in the areas of real estate investment vehicles including Mortgage Investment Corporations (MICs), and Syndicated Mortgages products.

Additionally, Mr. Khan currently serves as a City Councilor for the City of Barrie.

 

Derek F. Sorrenti

Director of Legal Operations  Mr. Sorrenti is a practicing Barrister and Solicitor in the Province of Ontario. He was called to the Bar in 1999. He is a Member in Good Standing of the Law Society of Upper Canada. His areas of expertise include real estate, tax, and corporate law. Mr. Sorrenti has significant experience advising and structuring real estate investment vehicles including Mortgage Investment Corporations (MICs), Capital Management Funds and Syndicated Mortgages.

Mr. Sorrenti is the founder and managing principal at Sorrenti Law Professional Corporation, which operates law offices throughout the GTA and Central Ontario. Sorrenti Law advises a wide range of clients throughout the real estate acquisition and financing processes and shall be responsible for the legal work related to the acquisition of mortgages and other real property interests acquired by the Corporation.

 

Allan Taube

Director of Operations  Mr. Taube graduated as a CA in 1974 and practiced as a public chartered accountant as a partner at Klayman & Taube CA and at Gilbert, Taube and Goldberg CA for over 10 years. He left public practice in 1984 to become a partner with the Philmor Group of Companies to develop, syndicate and manage various real estate syndications in the GTA. Over the next 12 years Mr. Taube has been involved in developing, syndicating and managing over $200 million of real estate products investing in high-rise condos, town homes and a country club.

For approximately 10 years up until 2005 Mr. Taube developed a network of agents and distributors to sell and market in excess of $100 million of numerous tax assisted projects in a variety business sectors.

From 2006 till the present he has been engaged as a consultant with various real estate developers to assist in the development and syndication of over $85 million of specific residential & long term care real estate projects in both Canada and the United States.

Over the past 40+ years Mr. Taube has developed a strong network of real estate lawyers, securities lawyers, real estate agents, securities agents, mortgage brokers & property managers with a focus on structuring and selling investments.

 

Benny Cheung

Director, Sales  Ms. Cheung immigrated to Canada in 1986 where she began her Canadian career at Manulife Financial. In 2004, Ms. Cheung founded Elegant Financial Inc., a financial brokerage managing over 50 agents and more than 3,000 clients worldwide.  With over 25 years of experience in the financial industry Ms. Cheung actively helps clients meet and achieve their financial goals.  Ms. Cheung is a member of the Canadian MDRT and is a licensed life insurance broker and a mortgage agent.

Ms. Cheung actively participates in the community.  As one of the founding members of the Toronto Lions Club, Ms. Cheung serviced the club for over 10 years and was also nominated as the ninth President.  Ms. Cheung was a member of the Chinese Chamber of Commerce in Toronto for 14 years and was elected as the President of the association.  Ms. Cheung was also the Chairman of the Preparatory Committee for the Toronto International Dragon Boat Festival (TIDBRF) and is currently the acting President of the Federation of Transoceanic Chinese Canadian Association.  Ms. Cheung initiated and organized two trade exchanges between the Canadian Chinese Chamber of Commerce and China while accompanied by the mayor and parliamentarians of Canada visiting all over China and meeting with local Chinese officials and business representatives to help bridge economic trade between Canada and China.  As a member of SickKids Hospital Foundation Ms. Cheung help organize 4 annual fundraising events raising more than $2.5 million in donations.

 

Kim Chan

Director, Client Service  Mr. Chan graduated from University of Saskatchewan majoring in microbiology.  He joined the financial industry in 1996 and has witnessed the changes in the industry for the past 22 years including licensing, products and demutualization.

As an advisor, Mr. Chan has serviced a clientele of 850 clients and more than 1,500 contracts.  He was an Associate Manager at Sun Life office of 95 advisors.

Mr. Chan holds the Certified Financial Planning (CFP) designation. Mr. Chan is a licensed life insurance broker and also a registered insurance broker of Ontario.  Mr. Chan is also the Vice President of Business Operations at CWF Group Inc.