905-927-2191
Disciplined, Professional Advice
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through MTA Financial. This website is intended for use by Ontario residents only. Please see our Disclaimer and Privacy Policy. Copyright © 2012 MTA Financial. All rights reserved.
MY TRUSTED ADVISOR
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.
Scott Dorfman CPA, CA
Financial Advisor
Scott joined MTA Financial in 2022 after several years working in banking and public accounting. Within these roles, he has spent time in internal audit, external audit, accounting, and tax. He is focused on supporting the tax and investments businesses of MTA Financial.
Scott spends his time off attending concerts and cheering on the Kansas City Chiefs.
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.
Brian Dorfman
Financial Advisor
Brian joined MTA Financial in 2014 and specializes in life insurance, disability insurance and critical illness insurance. Brian’s goal is to help individuals and families create tailored insurance strategies to ensure financial security with a strong focus on protecting income and estate preservation.
In addition to his role as a financial advisor, Brian manages all of MTA’s technology systems, allowing him to utilize his in-depth knowledge and passion for tech solutions.
When Brian is not working, he enjoys mountain biking, gravel biking, and listening to vinyl records.
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
Allan Dorfman CPA, CA, CFP
Managing Director - MTA Financial
Financial Advisor - Worldsource Financial Management Inc.
Allan has over 35 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.