Find a CEA

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 it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.

My
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.

Now,
with my new CEA designation, I’ll strive to help my clients in a new facet of
our industry.

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.

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 of Ontario.

Although he maintains his Funeral Director’s License, he decided to expand his knowledge by pursuing a career in financial services. He has worked in the financial planning industry since 1996, has earned the Certified Financial Planner (CFP) designation and the Certified Executor Advisor (CEA) designation. Greg is member/student of The Society of Trust and Estate Practitioners. As a board member of the Canadian Institute of Certified Executor Advisors, Greg brings a unique perspective to the organization.

He has been intrigued with society’s common problem of not properly planning ahead regarding ‘end of life’ issues. Having seen firsthand the pitfalls of poor planning, Greg is committed to educating and inspiring people to properly plan and create the legacy they truly want to be remembered for.

Greg is the Past President of the Estate Planning Council of Simcoe County (Ontario), author of related articles and educational seminars, all supporting his passion for pro-active planning.

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 to their clients.  My specialty has been investments, with a strong focus on pension and group savings & retirement.

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, preparation of wills, trusts, and power of attorney documents, tax matters related to planned giving as well as business succession planning. She also offers advice to charities and trustees on the administration of estates and trusts.Ms. Blumenfeld’s prior experience at a large life insurance company has given her a thorough understanding of her clients’ needs and she is able to offer quick and practical solutions when working with insurance and financial advisors and their clients on estate, retirement and tax planning matters.
Within the charitable and not-for-profit sector, Ms. Blumenfeld assists charities and donors with planned giving and philanthropic programmes, and works with charities with the administration of bequests and other gifts. She is keenly aware of the unique challenges faced by organizations and groups within this sector and is able to assist in a broad range of areas.

Ms. Blumenfeld is a regular contributor of articles to newsletters and other publications and participates in seminars on current legal issues within her areas of practice. She has delivered workshops to insurance and financial advisors, fundraising professionals, and fellow lawyers on topics involving retirement and estate planning, life-insured buy-sell agreements, business succession planning and planned giving. Within the charitable sector, Ms. Blumenfeld frequently delivers seminars on planned giving, bequest administration and tax matters.

Ms. Blumenfeld is committed to her community and is involved with several organizations including the York Region Community Foundation, the Society of Trust and Estate Practitioners and the Canadian Association of Gift Planners. Education

LL.B., University of British Columbia, 1996
B.A., International Relations, University of Toronto, 1983
M.A., International Relations, Hebrew University, Jerusalem, 1988
Professional Achievements

Best Lawyers in Canada, 2013
2012 Canadian Legal Lexpert® Directory
Recipient of the 2012 Hoffstein Book Prize award from the Ontario Bar Association for demonstrating leadership in the trusts and estates bar

Strategic Advisor - Atticus Estate Settlement

https://www.weareatticus.com/

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.

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 individuals. Paul has extensive experience in the provision of advisory and tax planning services to a variety of industry sectors including manufacturing and distribution, freight transportation and professional services. Paul is located in the Toronto office of Grant Thornton and is both the leader of the firm’s privately-held business segment in the Southern Ontario Business Unit and the National leader of the firm’s Succession and Estate Planning practice.A chartered accountant (1982), Paul graduated from the University of Waterloo with a Bachelor of Mathematics, Co-Operative Accounting Program in May 1981. He is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Ontario, the Association of Certified Fraud Examiners, the Institute of Family Enterprise Advisors and the Family Firm Institute. As well Paul has completed the Canadian Institute of Chartered Accountants In-Depth Tax Program and the University of British Columbia Sauder School of Business Family Enterprise Advisor Program and holds the FEA (Family Enterprise Advisor) designation.Paul is a frequent presenter at firm sponsored and other events on various succession and estate planning topic matters.

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 tax planning.
We also provide guidance to Executors with Income Tax Compliance and Estate Planning.

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 their financial goals.