Fianancial Consultant with Investors Group. I hold designations in CFP, TEP, CPCA and spend most of my time servicing a large client base with Estate Planning and Tax services.
married to Susanne, together we share six children (three each from previous
have been in the financial industry for the past twenty seven years. One reason
I particularly enjoy this business, and the challenges that go along with it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.
with my new CEA designation, I’ll strive to help my clients in a new facet of
Rob has been a senior advisor with Barnett Wealth Management Inc. since 1996. Previous to this, Rob attended Brock University and graduated with a Bachelor’s degree in Business and Economics which set an ideal foundation for his work as a financial planner. Attention to detail, accuracy under pressure and conservative behavior in complex situations are hallmarks of his current popularity with clients in the practice. He is capably supported by a team of administration, technical and underwriting specialists whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with the expanding client base.
As the Director, Business Development at PPI, I am responsible for supporting Financial Advisors across Northern Alberta and Saskatchewan. I provide them with the resources, tools, and education to enhance and maximize their ability to deliver creative solutions to their clients. My specialty has been investments, with a strong focus on pension and group savings & retirement.
BSc., DDS, CFP, FMA Principal and financial advisor with The Wyndham Group | Raymond James Ltd. We build long term relationships with our clients through prudent investment management, holistic financial planning, and exceptional service. We serve a wide range of individual clients and have a special relationship with physicians and dentists.
I am the only practicing dentist in Canada to hold the CFP and FMA designations. Our first hand experience with health professionals and independent business owners gives us an understanding of their unique concerns and opportunities.
As a second generation lawyer at Cleveland Doan LLP practicing in the areas of estate planning, administration, and litigation, Grace spends her days helping clients solve problems - and setting them up to avoid problems in the first place! She obtained her BA and MA in English from the University of British Columbia, and her JD from the University of Alberta. She is proud to have obtained her CEA designation and looks forward to assisting her clients with all of their estate-related needs.
Michelle D.Coleman, CPA, CA, TEP, CEA
I work within the Domestic Tax Team at MNP LLP, Edmonton, specializing in Trust and Estate Planning.
My colleagues and I assist individuals reach their life goals and estate/legacy wishes through effective tax planning.
We also provide guidance to Executors with Income Tax Compliance and Estate Planning.