Our Team

Brian Y. Gordon, CFA, MBA, CFP, CIM, FCSI

Brian is the Exam Success Founder and Director of Learning.

Prof. Brian Gordon is a gifted prep-program designer, instructor and curriculum content writer who has earned numerous teaching accolades and an international reputation for presenting the absolute best in Financial Industry Exam Preparation.

After graduating with a degree in Economics from the University of Toronto, Brian started his career in Investments at Nesbitt Burns. He went on to work at Scotiabank until he decided to follow his passion for teaching. While pursuing his academic calling in 1999 as a Professor of Finance, Brian branched off to create Exam Success and Canadian Academics which he built into Canada's leading CFA Review Program before it was acquired in 2006 by global-education giant Kaplan Schweser.

Over the years Brian has taught, motivated and inspired 1000s of CFAs, MBAs, Financial Industry professionals and aspirants at Exam Success and at many firms, banks, brokerages and higher-learning institutions including Waterloo, Concordia and Wilfrid Laurier Universities, to name only a few. He has authored and been quoted in numerous industry publications and holds an on-going record for being amoung the top 1% most-viewed Linkedin profiles. Of his many notable accomplishments is the development of the Queen's University Certificate in Financial Analysis - CFA Prep Program and the Prof. Gordon MethodTM, the methodology behind his distinguished and proven learning system.

In his role as Director of Learning at Exam Success, Brian oversees all Corporate Training and CFA, CIM, CFP, CSC content development and instruction.

Family, Hockey and Travel take up the little spare time Brian has out of the classroom.



Vikram Iyer, CFA, MFin

Vikram is a CFA, CSC and Mutual Funds instructor with Exam Success.

Vikram is a top-rated trainer with nearly a decade of CFA exam-prep teaching experience under his belt. His areas of teaching expertise include Corporate Finance, Statistics, Economics, Accounting, Portfolio Management and Derivatives.

Vikram enthusiastically provides extra help and instruction to study in an exam-focused manner. His knowledge and willingness to customize advice in a range of topic areas bring Exam Success students up to speed and at a pace necessary to pass the exam.

Vikram also participates with CFA Institute’s mentoring programs and was selected as one of the designated mentors in Toronto.

Vikram is a Senior Manager in Structured Products (Derivatives) at RBC Capital Markets. His previous corporate roles were in Investment Banking at Citigroup and in Equity Research with Morgan Stanley.

Vikram earned the CFA Charter in 2009 and a Masters in Finance in 2007. His interests include playing cricket, writing poetry, teaching and mentoring.



Gerry Ramos, CFA, MBA, CFP, CIM, LLM Candidate

Gerry is a content development and training specialist with Exam Success.

Gerry adds nearly two decades of financial industry leadership and academic experience. He has held various senior Financial Services Industry positions in Training, Asset management, Financial planning, Operations and Compliance and has been developing and teaching financial education and exam preparatory courses for more than ten years.

Gerry is an adjunct Professor in the combined MBA/ CFA program at Concordia University's Goodman Institute of Investment Management. He is also a sessional lecturer at the University of Ontario and a mentor with the Toronto CFA Society assisting with the CFA Reseacrh Challenge and Universities Relations Committee. 



George Ganas, CFA, CIM, FSCI, EMBA

George is a CFA Instructor with Exam Success

Prior to teaching at Exam Success, Mr. Ganas taught Passing the CFA and CSC exam prep courses and assisted with CFA curriculum development for 5 years at The University of Toronto's School of Continuing Studies.

Apart from academia, Mr. Ganas has more than 25 years of experience working with a number of Canada’s largest investment firms, and has extensive knowledge in portfolio management in the area of Portfolio Construction and Asset Allocation.

Currently Mr. Ganas is Senior Vice-President, Business Development and Client Services at Timbercreek Asset Management where he is responsible for the strategic direction, development and implementation for both Institutional and Retail Sales teams. He is also a Board Member on the Investment Committee at the Aisling Discoveries Child and Family Centre.

Before entering the financial services industry, Ganas played professional football with the Argonauts and earned a bronze medal in team handball at the 1984 Pan American Games.



Vijay Bandlamudi, CFA, CFP, PDGM, MFin Candidate

Vijay is a CSC, IFIC, CFP, CFA training specialist and tutor with Exam Success.

He has a keen interest in teaching Risk Management, Estates, Retirement & Taxation Planning, Investments & Accounting and is a patient and supportive mentor who has a solid track record of helping students maximize their exam results using targeted revision and exam focused learning techniques.

In addition to his 10+ years of experience in academia, Vijay has several years of management experience in the Banking and Financial Services Industry and has held positions in Financial Planning, Wealth Management and Training at the Royal Bank of Scotland, and the Standard Chartered Bank.

Vijay currently works as an Investment Analyst at HollisWealth, Scotia Capital Inc and is a MFin Candidate at the Rotman School of Management.

 

Michael W. Shekter, MBA

Michael assists Exam Success in the review and update of Study Materials and Courses and is an occasional guest lecturer.

Michael is a full-time Business Professor at George Brown College and a frequent contributor to marketing and business innovation conferences and publications.

Mr. Shekter's wealth of professional teaching and corporate management experience spans more than two decades and encompasses instructor roles at Rotman School of Management, Schulich School of Business, Humber College and Ted Rogers School of Management we well as senior management and consultancy roles at well-known packaged goods and financial services organizations including Procter & Gamble, Aim/Trimark and Microsoft.

Michael holds an MBA in Marketing from York University's Schulich School of Business, and an undergraduate degree in Political Science from McGill University.

 

Jordan M. Atin, LL.B, STEP

A remarkable estate and trust planning resource, Jordan serves as an Exam Success subject-matter expert, and is involved with content development and support for the CFP study materials and classes.

Jordan is an Adjunct Professor at Osgoode Hall Law School, and an award winning author who publishes extensively in both academic and professional journals. He is also the founder of IWEE (Institute for Wills and Estate Education: www.iwee.ca).

Mr. Atin is a senior Associate Counsel to Hull & Hull LLP. He was appointed as one of Ontario's first Certified Specialists in Estates and Trusts Law by the Law Society of Upper Canada, and is full member of the Society of Trusts and Estate Practitioners (STEP) and is a past Chair of the Ontario Bar Association Trust and Estates Section. Jordan was called to the Bar in 1993 and has an LL.B. from Osgoode Hall Law School. He was chosen by LawDay as one of the top 60 leading lawyers in Canada in the practice area of Estates and Trusts for the year 2009.

 

Kismet Goodbaum, BA (Hons), CIM

As Director of Student Services at Exam Success, Kismet provides collaborative leadership for a variety of activities and resources related to the effective delivery and continuing enhancement of instructional programs and services to Exam Success students.

Kismet manages everything from student enrolments and advising, to scholarship opportunities, retention and external partner outreach, and is an integral marketing resource and helps support the delivery of events, social media and publications.

Before joining Exam Success, Kismet worked in Financial Services Marketing at Russel Canada where she was responsible for the development and production of sales tools and client marketing materials.

Kismet received her undergraduate education at York University and completed her CSC, CPH courses and the CIM designation prior to attending the Schulich MBA program at York University in Toronto.

 

Tanya Fremont, MBA

In her role as Director of Sales and Marketing, Tanya is dedicated to the development of Exam Success' sales and marketing strategy from concept to implementation. She also oversees the cultivation of new programming as well as the generation and management of corporate sponsorships and external relationships.

Prior to joining Exam Success, Tanya held Marketing and Account Management positions at Disney Canada, The Loyalty Group (AIR MILES) and Signature Vacations.

Tanya earned a degree in Spanish from the University of Western Ontario, attended business school at ITESM in Monterey Mexico and holds an International MBA from York University's Schulich School of Business in Toronto.

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