Kelly Rivard, LL.B., CFP, TEP
Vice President, Will & Estate Consultant, Wealth Management Services

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practiced 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 recently 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 to our clients on both tax and personal implications of their estate plans. 
 
Susannah Musselman, CA, CMA
Vice President, Financial Planning Specialist, Wealth Management Services
 
Susannah is a Chartered Accountant (CA), Certified Management Accountant (CMA) and Certified Financial Planner (CFP). 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.
 
Barrington Grey, LL.B., CFP, TEP
Vice-President and Estate Planning Specialist,
Will & Estate Consultant, RBC DS Financial Services Inc.
 
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new concept to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their RBC advisors and tax accountants, have come to rely on Barrington's specialized knowledge and advice as a recognized specialist on insurance-based wealth enhancement and protection.
 
Barrington has a degree in Political Science and is also an accredited Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). In addition, Barrington is a member of Advocis, Canada's largest membership of professional financial advisors. As a nationally regarded expert on using insurance as a wealth management technique, Barrington is regularly called upon as a featured speaker at national conferences held by leading life insurers and affiliated industry associations.