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Our Team

MEET OUR TEAM

The WB Financial Group was established in 2009 to provide professional financial services to a diverse client base. WB is a boutique services firm specializing in Financial Advisory Services, Corporate Services, and Insurance Management.

Our Team
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Corey Williams, CPA

COREY WILLIAMS

Director - CPA

Corey is a founding member and director of the WB Financial Group.  Corey has twenty years of professional accounting, financial services, compliance, and management experience. From 1995 to 2007 Corey worked at KPMG, first in Toronto and subsequently in the Turks & Caicos Islands (“TCI”). During his time there, Corey provided audit and risk advisory services to clients in the financial services and hospitality sectors. In 2002, he was made a Partner in the KPMG TCI office and was made Partner in charge of Risk Management, Ethics, and Independence.

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In 2007, Corey joined the Bordier & Cie Group, a family-owned Swiss Private Bank (“Bordier”), as CFO/COO for their Caribbean operations. He relocated to Singapore in 2011 to start Bordier’s Asian merchant banking operation. Corey continues to act as a Director of Bordier Bank (TCI) Ltd.

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Corey is a graduate of the University of Western Ontario (BA). He is a Chartered Professional Accountant and member of the CPA Ontario and Canada.

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RYAN
BLAIN

Director - CPA

Ryan is a founding member and director of the WB Financial Group. The WB Financial Group is a boutique professional services firm with a focus on professional accounting, company management, and specialized insurance advisory services.

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Ryan manages the firm’s advisory and corporate services business areas in the Turks & Caicos Islands (TCI), and has over twenty years of professional accounting and management experience with a focus on financial services, hospitality, and real estate development.

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Prior to founding WB Financial in 2009, Ryan was a Manager in the Audit and Risk Advisory practice of a big four firm in TCI and London, Canada, and has industry experience in the field of real estate development.

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Ryan has a BBA from Wilfred Laurier University and is a Chartered Professional Accountant and member of the Institute of Chartered Professional Accountants of Ontario.

Jen Blain, CPA

JEN BLAIN

Director - CPA

Jen is a founding member and director of the WB Financial Group and is the groups Chief Financial Officer. Jen has over twenty years of professional accounting and management experience and leads the firm’s hospitality and retail client base.

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Prior to joining WB Financial, Jen was a member of the Audit and Risk Advisory practice of a big four accounting firm in the Turks & Caicos Islands (TCI), and of the Assurance and Tax practices with the same firm in London, Canada. Jen has also held a senior financial position with a large wholesale and retail operation in the TCI.

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Jen is a graduate of the University of Western Ontario and is a Chartered Professional Accountant and member of the Institute of Chartered Professional Accountants of Ontario.

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GREG
MCNALLY

Director - LLB, MBA, JD, LLM (Int'l Tax), TEP

Greg is an international tax lawyer by training. He has earned five degrees, including law degrees in both Canada and the United States, a Master of Law (Int’l Tax) and a Master in Business Administration (Finance). In addition to practicing law, Greg has over 25 years’ experience in operating licensed financial institutions and real estate development. 

 

In 2022 Greg moved back to the Turks and Caicos Islands and joined forces with WB Financial Group to create WB Family Office Ltd. (“WBFO”).

 

WBFO provides information on insurance planning strategies and assists high-net-worth families in implementing estate and asset protection plans. To support these services, WBFO also provides accounting, corporate and administrative services.

 

Greg is a current member of the Law Society of Alberta, the Turks and Caicos Bar Association, and the Society of Trust and Estate Practitioners.

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JORDAN BOLTON

Senior Manager - FCA

Jordan is the audit manager for WB Financial Group and also provides outsourced financial controller and consultancy services.

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Jordan has over twenty years of professional experience and offers particular expertise in the areas of financial services, retail, hospitality, and government bodies.

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Prior to joining WB Financial in 2013, Jordan was the Financial Controller for a large retail operation within the Turks & Caicos Islands (TCI) and has also held audit professional roles with recognised audit and accounting firms in TCI, Australia, and the United Kingdom. 

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Jordan is a Fellow of the Institute of Chartered Accountants in England & Wales and is also an ICAEW Business and Finance Professional.

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KAREN OLLIVIERRE

Corporate Manager - MBA

Karen joined the WB Financial Group in 2011 and currently serves as the firms Corporate Manager.

 

She has over fifteen years of experience in company and human resource management.

 

She holds a BSc. Management (Hons.) from the University of the West Indies and an MBA (with Distinction) from the University of Leicester. She is a Chartered Director and a member of the Caribbean Institute of Directors.

 

Karen is responsible for company management services including company incorporations and business license applications.

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LOUIS
CESAR

Compliance Officer - MICA

Louis joined the WB Financial Group in 2019 and currently serves as the firms Compliance Officer.

He has over 20 years of professional experience and offers expertise in compliance and management.

Louis attended the University of Manchester and has received diplomas from the International Compliance Association for extended training in Regulatory Compliance, Governance and Risk.

His analytical and solutions driven approach ensures that WB Financial Group's compliance program adheres to global AML/CTF regulations.

Financial Advisory Services
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The Regent Village, Unit H205

Grace Bay Road, Providenciales

PO Box 137

Turks and Caicos Islands BWI

(649) 941-7299 , (649) 946-5084

info@wbfinancial.tc

© 2021 by WB Financial Group.

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