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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 twenty seven years. One reason I particularly enjoy this business, and the challenges that go along with… Read more »
Area serviced: Welland, 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
Greg entered the funeral industry at the age of 18. He has worked for various sized funeral homes, including one of the largest family owned firms in Canada. Greg has also worked as an examination proctor for a provincial regulator, the Bereavement Authority… Read more »
Area serviced: Cambridge, ON; Toronto, ON
As the Assistant Vice President 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… Read more »
Area serviced: Edmonton, 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 helping clients solve problems - and setting them up to avoid problems in the first place! She obtained… Read more »
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… Read more »
Area serviced: Edmonton, AB
780 499 5976
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… Read more »
Area serviced: Bedford, NS