Martin S. Sims is President and CEO of the BULLWEALTH group of companies. Marty has over 20 years of experience in the financial services industry in North America. He has held a variety of senior executive roles with bank owned, independent and global wealth management firms in both Canada and the U.S. Marty has a track record of successfully growing businesses driven by a relentless focus on client service.


Brad Offman is the Founder and Principal of Spire Philanthropy and former Senior Vice President, Strategic Philanthropy at Mackenzie Investments. Brad is also former President of the Mackenzie Investments Charitable Foundation and Managing Director of the Mackenzie Charitable Giving Fund. Prior to joining Mackenzie, Brad served as Vice President, Development at the Toronto Community Foundation.


Peter Klein is Managing Partner and Chief Investment Officer at BULLWEALTH. He is also a professor of finance at Simon Fraser University and was most recently a Principal of KCS Fund Strategies Inc. Previously he was a Vice-President with CIBC/Wood Gundy Inc. where he participated in a wide range of capital market activities.


As the Editorial Director for Hilborn, Lisa MacDonald helps frontline fundraisers stay connected with current trends and best practices across the country. You can contact her at or on Twitter, @lisalmacdonald.