Ross has spent 35 years in the business world helping entrepreneurs build their business. His passion for helping entrepreneurs initially occurred while he honed his team leadership skills at Scotiabank while rising to the position of Vice President of the 5th Largest Commercial Banking Centre in Canada. After banking he was recruited into a prominent family office as the Chief Investment Office where he worked with an advisory board and the ownership families to help build one of the largest family offices in Canada. He sat on the main advisory board with numerous prominent businessman and the key family members planning the start of the family office structure. Ross’ passion for helping and building businesses led him to start and build a large private equity platform inside the family office, which bought six privately held companies in five years. He was the Chairman of the Board of most of the private companies purchased and helped design and implement strategies to grow the businesses. The private investment portfolio has since been sold for a well above market return on equity. He now enjoys advising family offices on family, business, and strategic investment decisions. Ross holds a Bachelor of Commerce and Finance Degree from the University of Toronto.  

Keith has almost 30 years experience in equity investment analysis and portfolio management experience and has held senior investment and executive positions with several leading Canadian investment management businesses. His broad experience covers public and private asset classes as well as fundamental and quantitative investment strategies. Most recently, Keith helped a family office develop and grow an investment management platform.

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Keith McLean, CFA, MBA is a CFA Charterholder and holds an MBA from Dalhousie University.

David, the Founder and Principal of Lancer Ventures, has over 15 years of investment experience, deploying $750 million across public and private markets. He provides strategic and financial advisory services to high-growth businesses, private equity, and family offices. David's services include mergers and acquisitions advisory, investment strategy and execution, corporate and capital structuring, equity and debt fundraising, executive leadership, growth planning and execution, and deal negotiation. Recent transactions include the acquisition and integration of a chain of primary care clinics, scaling and optimizing a portfolio of multi-residential real estate, acquiring and operationalizing a fleet of over 90 electric vehicles, and completing a seed capital round (equity and debt) for a high-growth startup.

Kelly brings 24 years of finance experience to Chamberlain's clients. He spent the first decade of his career in commercial finance working for the big Canadian banks lending to clients ranging from medical professionals to automotive dealer groups. The second half of his career has been spent in international private banking, consumer finance and private equity. 

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The last 8 years have been focused on sourcing private companies for acquisition, capital formation and networking extensively within the family office community in North America. Kelly most recently lead Business Development for Peerage Capital, a single family office based in Toronto, Canada.

Kelly has been IIROC & EMD licensed and holds an Honours Bachelor of Commerce from University of Windsor.

Jordan Frenkel, CPA/MBA, is an experienced investment management executive who specializes in alternative investments and financial literacy. With over 20 years of active investing, he focuses on tax-advantaged strategies and structured solutions for down-side protection. Jordan advises HNW individuals, family offices, and business owners on developing similar strategies.

He spent over a decade at Guggenheim as the Head of Special Projects for the Global Chief Investment Officer. He was responsible for management/strategy and due diligence of alternative investments. Prior to that, he held positions as Vice President of Acquisitions for a Los Angeles-based real estate private equity firm, head of operations for a long/short equity activist hedge fund, and strategic and operational due diligence analyst for a multi-billion dollar diversified fund of hedge funds. Jordan began his career at PricewaterhouseCoopers LLP in alternative investments.

He graduated Summa Cum Laude with a B.S. in Accounting from Yeshiva University and earned his MBA and a Masters in Real Estate Development from the University of Southern California.

Mary is the Managing Director at Royce Holdings where she has served for 7 years. For the Royce family, she supervises the early stage investment portfolio. With over 25 years in Tech and Finance, she was Head of Finance and Corporate Affairs at 2K Media AG and managed early-stage investments for over 20 firms and government bodies. She's launched multiple tech products like Frsh Beacons and Social Extract, and has worked globally in New York, London, Zurich, Barbados and Toronto. In Toronto, she was honored with the Queen’s Jubilee award and mentors for The King’s Trust.

Mary serves on the boards of CoSync Inc., Storybooth Studios, and The Hermant Family Foundation and is a corporate adviser to Ursa Live Inc.

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Mary holds a BA from the University of British Columbia and is a Branksome Hall alumnus.

Ajay brings over 20+ years of finance and wealth management experience to Chamberlain Advisors. As a CPA, CA, he is known for creating low-cost, low-risk solutions that secure intergenerational wealth for UHNW families.

Ajay has partnered with leading global private banks and financial institutions to deliver comprehensive financial strategies. Most recently, he led the organization of a family office for a leading UHNW Toronto family, achieving significant benefits without upfront costs.

Ajay's expertise includes strategic thinking, financial acumen, and problem-solving, making him a valuable asset to Chamberlain's clients.

Jonathan has over 12 years of experience in finance and the family office space, most recently as part of a small team managing a large family office and rebuilding it from the ground up.  Previously Jonathan was with another family building out their finance capabilities and developing long-term strategy.  Prior to that Jonathan was in financial services working for financial institutions in Bermuda and Canada.

Jonathan is a CPA, CA and has a Bachelor of Business from the University of British Columbia.