Our Company at a Glance

our commitment to you

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. 

Brian Dorfman

Financial Advisor

Brian joined MTA Financial 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 was an audio technician working on live events for Metalworks Production Group.


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

Managing Director - MTA Financial

​Financial Advisor - Worldsource Financial Management Inc.

Allan has over 30 years of experience in the Financial Services industry. Prior to his role at MTA Financial, he held a senior management position within the Life Insurance and Mutual Fund industries. His experience includes serving as VP of 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 Financial Consultant (ChFC), and Certified Health Insurance Specialist (CHS). He has qualified for the Million Dollar Round Table (MDRT) eighteen times, including as a member of “Top of the Table” eight times.


Disciplined, Professional Advice


Pamela Dorfman

Marketing & 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.


Michelle Parnham

Business Operations

Michelle has an extensive background in quality control and business operations.     Prior to joining MTA Financial, Michelle was a Business Operations Analyst for Sun Microsystems where she was the Sun Service ISO 9001 Quality Management System Representative. Michelle also has over 20 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.


Emily Whyte

Client Relations

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


Jodi Shaw-Dorfman

Financial Advisor

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 2013, Jodi worked at Metalworks Production Group and Metalworks Institute in production and events roles.