married to Susanne, together we share six children (three each from previous
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 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.
I was intrigued with death from an early age. My childhood neighbour, the renowned Dr. Dorothy Ley (hospice movement pioneer) was a considerable influence when I was a young adult. Shortly thereafter, at the age of twenty-one (1985), I became a licensed funeral director.
Since then, I have worked for large and small funeral homes, also as an examination proctor for a funeral industry regulator, and have arranged hundreds of at need, as well as pre-need funerals. I've helped funeral homes build better relationships with financial advisors and lawyers. I have worked as a life insurance specialist and taught financial advisors across Canada about the funeral industry to help them be a greater resource to their aging clients.
Having more recently obtained the Certificate in Estate & Trust Administration with STEP Canada and having worked as a supervisor at one of the largest mortuaries in the country, I have grown increasingly compelled to share my insights. I have witnessed what most people have not and I have an important message.
Being open to our mortality and properly planning in advance for what we want to happen, is so beneficial. Yet, only about half the adult population of Canada and the U.S. have a current and valid will. I want to inspire a more positive approach which will help reduce the stress of aging, enhance relationships, save money and make it so much easier for survivors.
I've been following the death awareness movement for decades and have invested a considerable amount of time creating a book to help others be better prepared. I've even managed to add some humor. I think you'll be impressed. It's literally the 'nudge' many need.
'Do Not Ignore Your Mortality - Practical Advice From a Funeral & Financial Insider'
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.
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 assisting clients with all of their estate-related needs.
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.