Barrington Grey is a valuable member of Brian's team, helping you create and preserve your wealth.
Barrington employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help you achieve your wealth management objectives. For more complicated situations, Barrington will partner with your other professional advisors in the development of appropriate solutions.
Barrington can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Barrington has access to insurance solutions from the top-ranked insurance providers in Canada.
Barrington began his career in the insurance industry in 1989 and is an expert in his field. He has acquired the Certified Financial Planner and Chartered Life Underwriter designations.
Will & Estate Consultant
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).
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.
Janice Walsh (CA, CFP, TEP) will work with you to develop a personalized financial plan. This plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Janice joined RBC Dominion Securities in 2005 after holding various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients and their advisors.