Meet Our Leadership Meet Our Leadership

Working Together
for Success

Our team is committed to excellence and innovation, ensuring that every client's financial journey is met with expertise and personalized care.

Read Bio
Wiz Khayat

Gordon Berger, TEP

President and Founder

Gordon Berger, President and Founder of PanFinancial, is a global wealth management leader with 50+ years of expertise and 50 consecutive “Top of the Table” honors. He specializes in helping high-net-worth clients minimize taxes and grow wealth through innovative strategies.

Gordon Berger, TEP

President and Founder

Read Bio
Patrick Casey

Petrie Aucamp

Head of Financial Modelling and Client Support

Petrie is a lifelong learner who enjoys biographies, fitness, and family travel. With 15+ years’ experience, he transitioned from consulting to finance, applying his passion for financial modeling at PanFinancial.

Petrie Aucamp

Head of Financial Modelling and Client Support

Read Bio
Patrick Casey

Todd Blair, MBA

Partner – Strategic Growth & Operations

Todd works alongside PanFinancial’s leadership to support firm growth, operational scalability, and client continuity. Through his role with GreySuits Advisors, Todd helps ensure the firm continues to deliver high-touch, sophisticated planning support to high-net-worth families and business owners.

Todd Blair, MBA

Partner – Strategic Growth & Operations

Read Bio
Timothy J. Walther

Leanne van Vuuren

Senior Executive Assistant

Leanne enjoys reading, sci-fi, music, and recharging through family time, travel, and the outdoors. With 20+ years of administrative experience, she has supported PanFinancial since 2021 by streamlining operations and client services.

Leanne van Vuuren

Senior Executive Assistant

Read Bio
Mark Sadek

Carryn Chiapperini

Executive Assistant

With 15+ years of experience in administration and operations, she thrives on bringing order and support to dynamic environments. A believer in balance, she enjoys books, fitness, family time, weekend getaways, and the occasional glass of wine.

Carryn Chiapperini

Executive Assistant

Read Bio
Dr. Jodi Webber

Munashe Muchenje

Financial Analyst
Insurance & Client Support

Munashe is a curious, creative spirit who loves reading African authors, cooking, wellness, and staying active through tennis, swimming, and travel. With 4 years of experience, she has grown from administration into an analytical role at PanFinancial, excelling while building strong team relationships.

Munashe Muchenje

Financial Analyst
Insurance & Client Support

Steven Kark – Founding Partner

Steven Kark – Founding Partner

Steven’s entrepreneurial journey spans continents and industries, culminating in his role as a visionary leader at Corporate Advisors. With decades of experience and an innovative approach, he helps clients achieve financial security and long-term growth.

Gord Berger – Managing Partner

Gordon Berger

Founding Partner & Managing Partner

With over 50 years of experience, Gord is a pioneer in advanced tax planning and wealth strategies. He is deeply respected for his holistic approach, focusing on building long-lasting relationships and delivering value to clients.

Learn more about our leadership team here:

Meet Our Leaders.

Building Your Financial Future: Wealth Planning Strategies for Canadians

Habits for Success

At the core of everything we do are the values that define our approach. These principles ensure we remain consistent, reliable, and focused on delivering the best possible outcomes. They shape how we work, interact, and serve, driving meaningful results for our clients and partners.

Principles We Live By

  • Keep your word and follow through on commitments
  • Deliver on time, every time
  • See every task through to completion
  • Aim for the highest standards in everything you do
  • Provide service that exceeds expectations
  • Prioritize the needs of our clients in every decision
  • Treat everyone with respect and express gratitude through simple acts of kindness

PanFinancial is a wealth management firm that provides estate planning strategies for Canadians.