GTA Accountants & Finance Network

Brad is a Principal with Northwood Family Office, working with families in the areas of goals based financial planning, investment management, tax and estate planning, and next generation education. Brad is a CPA and CIM and a guest lecturer at the University of Toronto Rotman School of Management. Prior to Northwood, Brad was a Director with a single family office in Toronto and the CFO for a family run enterprise in Alberta. Brad is active in his community and currently Co-Chairs the Board of the Canadian Centre for Housing Rights.

As a Director of Investments at Smallrock (a single family office based in Markham, Ontario),Shyam assists in the development of asset class investment policies, and in the execution of a broad range of public and private market investment strategies. As part of this, he is actively involved in the evaluation, due diligence, recommendation and monitoring of relevant investment opportunities for the office. Prior to his role at Smallrock, he was a Senior Manager in the Financial Advisory group at Deloitte, where he led engagement teams that helped provide clients with business valuations and related advisory services for a variety of purposes, including for investment decision making, buy-side and sell-side M&A, financial reporting, and tax purposes. He is a graduate of the University of Waterloo (BMath, MAcc), a Chartered Financial Analyst (CFA) Charterholder, a Chartered Business Valuator (CBV), and a Chartered Professional Accountant (CPA, CA).