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.
Eileen has over twenty-five years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation.
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development or complex cases. Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations. She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, Vice-President, and President roles on various boards. Her volunteerism has been dedicated to CEAN, community and charities for causes of poverty, the environment, the elderly and board member education.
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.