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Proudly married to Susanne, together we share six children (three each from previous marriage).
I have been in the financial industry for the past thirty years. One reason I particularly enjoy this business, and the challenges that go along with… Read more »
Area serviced: Welland, ON; Halifax, NS; Campbellton, NB; Dundas, ON
(905) 736-0204

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… Read more »
Area serviced: Dunnville, ON; Niagara, ON
I was intrigued by death from an early age. My childhood neighbour, the renowned Dr. Dorothy Ley (a pioneer of the hospice movement), was a considerable influence on me as a young adult. Shortly thereafter, at the age of twenty-one (1985), I became a… Read more »
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Greg brings with him over 20 years experience in the financial services business, specializing in wealth accumulation, retirement planning, and estate planning. As a father of 4 kids and part of a blended family, he believes in setting up financial structures… Read more »
Area serviced: Killam, AB
Rachel Blumenfeld’s practice focuses in the areas of trusts and estates, tax law, and charities and not-for-profit law.Within her practice, Ms. Blumenfeld is often called upon to advise clients on tax and estate planning and estate administration,… Read more »
Area serviced: Toronto, ON
Strategic Advisor - Atticus Estate Settlement

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Area serviced: Mississauga, ON
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… Read more »
Area serviced: Toronto, ON
As a second generation lawyer at Cleveland Doan LLP practicing in the areas of estate planning, administration, and litigation, Grace spends her days assisting clients with all of their estate-related needs.

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Area serviced: White Rock, BC; Surrey, BC; Langley, BC; Delta, BC
As a Tax Partner, Paul Coleman, CA, CFE, FEA has over thirty years experience in public accounting, focusing upon the provision of business advisory, family facilitation and transition planning services to owner-managed enterprises and high net worth… Read more »
Area serviced: Toronto, ON

Michelle D.Coleman, CPA, CA, TEP, CEA
    I am a Partner in 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… Read more »
Area serviced: Edmonton, AB
780 733 8622
Certified Financial Planner helping clients develop their retirement plan.  
We focus on tax planning, investment portfolio's, pension transfers from previous employers, cash flow analysis and providing direction to individuals and businesses achieve… Read more »
Area serviced: Bedford, NS