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Disciplined, Professional Advice

Our Company at a Glance

Using a disciplined approach gained from years of experience in the accounting and financial services industries, MTA continues to assist individuals improve their financial well-being. 

our commitment to you

 My Trusted Advisor


Allan Dorfman CPA, CA, CFP, CLU, ChFC, CHS

Managing Director – MTA Financial

Branch Manager – Worldsource Financial Management Inc., Mutual Fund Dealer

Allan has over 28 years of experience in the Financial Services industry. Prior to his role at MTA, he held a senior management position within the Life Insurance and Mutual Funds industries. His experience includes serving as VP-Sales for The Imperial Life Assurance Company of Canada, Imperial Financial Services and Laurentian Financial Services. He served as the Director of Internal Audit for Imperial Life, Laurentian Financial Services, Laurentian Funds Management and Laurentian Capital Corporation (US) as well as having worked as Audit Manager with the Office of the Provincial Auditor of Ontario.

Allan is committed to ongoing professional development. He holds the professional designations of Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Certified Consultant (ChFC), and Certified Health Insurance Specialist (CHS). He has qualified for the Million Dollar Round Table (MDRT) sixteen times, including Top of the Table six times.

 

Emily Whyte

Client Relations

Emily joined MTA in June 2002 bringing with her a strong background in sales, client service, and business operations. Prior to joining MTA she spent three years as Sales Executive for Yahoo! Canada Inc., two years as Operations Assistant Manager for the Toronto Sun Newspaper and two years as Airport Maintenance Management Officer for the Greater Toronto Airports Authority.

E-mail: emily@mytrustedadvisor.ca

 

Michelle Parnham

Business Operations

Michelle has an extensive background in quality control and business operations. Prior to joining MTA, Michelle spent four years as a Business Operations Analyst for Sun Microsystems where she was the site Quality Management System Representative for their ISO 9001 program. Michelle also has 12 years of experience in the insurance industry having worked in Finance, Audit, and the Compensation departments for The Imperial Life Assurance Company of Canada and Crown Life.

E-mail: michelle@mytrustedadvisor.ca

 

Jodi Shaw

Mutual Fund Assistant


Jodi brings a wide range of education and experience to MTA Financial. She holds a Bachelor of Arts from the University of Toronto and a graduate certificate in Public Relations and Corporate Communications from Centennial College. Before joining MTA Financial in October 2013, Jodi worked at Metalworks Production Group and Metalworks Institute for five years in production and events roles.


Email: jodi@mytrustedadvisor.ca


Pamela Dorfman

Marketing and Administration


​Pamela is a founding member of MTA Financial. Since its inception in 2000, Pam has been responsible for driving corporate growth and client relations. Before entering the Financial Services industry, Pamela worked as a professional pastry chef at Robin Hood Multifoods after completing her patissier designation at George Brown College.


Email: pam@mytrustedadvisor.ca


Brian Dorfman

Insurance Advisor, Mutual Fund Assistant

Brian joined MTA in 2014 after graduating from Seneca College’s Financial Planning program with honours. While at Seneca College, Brian completed his co-op position at World Travel Protection selling travel insurance. Prior to this, Brian spent four years as a live audio technician working for Metalworks Production Group.

E-mail: brian@mytrustedadvisor.ca