Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Barrington Grey, CLU, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Relationships are the new wealth. From my perspective, nothing is more important in life than having strong relationships. Relationships with my family, my friends and with my business partners.
My team fosters the strongest possible professional relationships with our internal partners' clients and their respective external advisors. With that collaborative strength, great outcomes can be achieved. That's why we believe relationships are the new wealth. They are essential if we are to understand clients' dreams and deliver on our mission: to ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.
We bind one generation to the next through the powerful tool of tax-exempt insurance. We enhance the lives of our client families forever, by helping them have the choices that only financial security can bring.
Susannah Musselman, CPA, CA, CMA
Vice-President & Financial Planning Specialist, RBC Wealth Management Canada
Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.
Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.
Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.