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Type: Board of Directors

Christopher J. Clapperton

Chris’ law practice of over 20 years encompasses estate, trust and tax planning and related administration and litigation. He acts as an independent mediator for wealthy families on estate disputes. Chris is often requested to act either alone or with a clients’ family members as attorney for property, estate trustee under wills, or as trustee under family trusts. Chris assists business owners with succession planning strategies and implementation, estate freezing, corporate reorganizations, corporate counsel (including partnership and shareholder agreements), advising on domestic and international tax issues and compliance matters, assistance with the Canada Revenue Agency, technical interpretation requests under the Income Tax Act (Canada), advance income tax ruling applications, and dispute mediation.

Manuel DaCosta

Manuel founded Viana Roofing and Sheet Metal in 1984, which is a construction and restoration company undertaking industrial, commercial and residential work. Currently, he employs over 100 staff, who are mostly of Portuguese backgrounds. Furthermore, he founded the JDC Property Management Group in 2001, a developmental and property management company. The company oversees the construction of management of commercial and residential buildings, including condominiums and residential properties. In 2011, he founded SIT Properties to develop and manage commercial and residential properties, with emphasis, also in the entertainment industry. Manuel is the original founder and builder of the Portuguese-Canadian Walk of Fame, which was created to recognize Portuguese- Canadians, who have made substantial contributions to the enhancement of Portuguese culture within Canada. Recently, the Portuguese-Canadian Walk of Fame celebrated its 7th year.

Tulia Ferreira

Tulia is a Registered Nurse by profession and holds a Bachelor in Health Services Administration.  She has been in the senior care industry for over 30 years.

She brings with her expertise and knowledge in nursing, administration, organization management, programs, management information systems, and legislative standards.

Tulia has published articles on drug utilization and skin care programs.   She also served as member of the Resident Care Committee and other task force groups at the Ontario Long Term Care Association. 

As a Consultant, Tulia provided a variety of consulting and oversight services to urban and rural senior care facilities in the province of Ontario. Tulia was seconded by the Ontario government to draft policy that informed the decisions for the legislation that governs long term care homes in Ontario.

In the last twelve years, Tulia has been instrumental in the creation, development and growth of the Surge Learning platform.  As the CEO of the Company and one of the co-founders she has led this company from its inception to the growth it enjoys today.

In her spare time, Tulia loves to spend time with her grandchildren and travel.  She enjoys different hobbies including golfing and skiing. 

Vitor Fonseca

Vitor is Vice President and Treasurer of Romspen Investment Corporation. With a $3 billion portfolio Romspen is one of the largest non-bank providers of mortgage financing for real estate projects in North America. Previously he was Chief Operating Officer of Retirement Life Communities, Inc., a privately-owned developer, and manager of retirement homes.
Currently, Vitor is also chairman of the audit committee of Canntab Therapeutics, Inc. (medical cannabis) and Nuran Wireless Inc. (telecommunications), both publicly traded companies. He previously served as chairman of the audit committee of Enwave Energy Corporation, a Toronto-based district energy company owned by the City of Toronto and the Ontario Municipal Employees Retirement System (OMERS) and of Mission Ready Solutions Inc., a publicly-traded supplier of specialized equipment and services to the US military.
Vitor earned an MBA from the Rotman School of Business at the University of Toronto, is a graduate of the Institute of Corporate Directors of the same University and is also a member of the Institute of Chartered Accountants of Ontario.

Ofelia Isabel

Ofelia spent most of her 30+ year career with Willis Towers Watson, a global business management consulting firm. She was a trusted advisor to some of the largest Canadian and global organizations, helping them with their risk and people strategies. Prior to her retirement in 2022, she held a number of leadership roles, including leading the Talent & Rewards business in Canada and the U.S. Midwest, leading the Toronto market with its 600 employees, and acting as the co-CEO for Canada across all lines of business.

She currently works as an executive coach for women in leadership, serves on the Board of the Working Women Community Centre, co-chairs the International Actuarial Association’s ESG-Governance working party, and sits on the Canadian Institute of Actuaries Practice Development Council. In her spare time, she enjoys travels to Portugal and spending time with her 10 nieces and nephews.

Ofelia is a Certified Human Resources Executive (CHRE), a Fellow of the Canadian Institute of Actuaries and a Certified Professional Coach. She has a mathematics degree from the University of Waterloo and attained her Human Resources Management credentials from the University of Toronto’s Rotman School of Business. 

Ana Maria Kapralos

Ana is a senior executive with the Ontario Public Service, and is currently with the Ontario Ministry of the Attorney General responsible for leading transformational initiatives, as well as justice sector public and judicial appointments. She brings extensive experience in corporate management, government policy, operations, and agency oversight for justice sector agencies and tribunals.  She has worked on policy initiatives to support access to justice and served as the representative for Ontario on the Canadian federal, provincial, territorial (FPT) committee on legal aid, and most recently the Hague Convention. 

Ana is currently a PhD (ABD) candidate in policy studies, at the Metropolitan Toronto University with a research interest in justice modernization internationally.  At Queen’s University, she completed the Executive Leadership Program as well as Intergovernmental Negotiations.  She also completed the Senior Executive in the Public Sector Advanced Finance and Accounting Certification Program with Chartered Professional Accountants Canada (CPAC). She teaches part time with York University in both the undergraduate and graduate level degree programs in the School of Public Policy and Administration. 

Ana is passionate about volunteering and is currently a mentor/coach with the Toronto Region Immigrant Employment Centre (TREIC) providing guidance and advice to immigrant professionals. She has also volunteered as Board Director with the Canadian Skin Cancer Foundation, and Board Director with the Federation of Portuguese Canadian Business and Professionals. She has a strong passion for civic and social causes focusing on the most marginal people in society.

Jason Pereira

Jason Pereira MBA CFA CFP (Can & US) RFP TEP FCSI CIWM PFP FMA is a well-known and accomplished financial planner and industry advocate. His commentary and writing have appeared in every major media outlet in Canada and is a columnist and advisory board member of the Globe & Mail’s Globe Advisor.

He is a director of the Institute of Advanced Financial Planners and the Individual Finance and Insurance Decision Centre and was the founding President of the Financial Planning Association of Canada. In addition, he has held various volunteer positions with IIROC, FP Canada, The FPSB, CIRO and the CFA Institute, among others.

Jason has also worked to educate the public and his peers on financial planning and practice management topics. He has worked as an Instructor at the Schulich School of Business, recorded over 400 podcasts on financial planning and fintech, several regulatory commentaries, published dozens of articles and is a frequent contributor in the media advocating for financial planners and consumers.

Sergio Ruivo

Sergio Ruivo is a Chartered Accountant and Licensed Public Accountant with more than 30 years experience in public accounting, industry and management and tax consulting. He has spent several years within industry in senior financial roles, before moving into the commodity sales tax consulting field and returning to the practice of public accounting, primarily serving the needs small to medium sized businesses, in particular businesses in the Portuguese and ethnic business communities.

Sergio is a past President, Treasurer and current Vice-President of the Federation of Portuguese Business and Professionals (FPCBP) and has been on the boards of various other community organizations over the years.  His combination of business experience and professional expertise in accounting and taxation ensure that the maximum level of value and insight is delivered to every client interaction.  He is focused on bringing a high level of professionalism to his practice and ensuring that his clients achieve sustainable long-term success within the broader Canadian business context.

Vitor Silva

Vitor has a background in accounting and public administration. He is currently Chief Financial Officer and Partner of Vieira & Associates Insurance Brokers, Ltd. He has held several political positions, the most relevant being Deputy of the Civil Government of Vila Real – Ministry of Internal Administration in Portugal and Member and Leader of the Bench in the Municipal Assembly of Alijó. He was Vice-President of Santa Casa da Misericórdia de Alijó, Treasurer and Vice President of Caritas of the Vila Real District with projects similar to the one now being developed by Magellan.

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