Susannah Musselman, CA, CMA,
Financial Planning Specialist
A Chartered Accountant and Certified Management Accountant, Susannah graduated with a Bachelor of Arts from the University of Waterloo.
At The Aidelman Wealth Advisory Group, financial planning is an important part of the range of client services we offer. For Susannah, financial planning includes – but is not limited to – a holistic approach to money-management, lifestyle protection, retirement planning, inter-generational wealth transfer, and legacy creation.
Susannah provides financial planning guidance to families, business owners, professionals, and executives.
Kelly Rivard, LLB,
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 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’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer professional guidance on both the tax and personal implications of your estate plan.
Barrington Grey, BA, CFP, CLU,
Regional Insurance Specialist
After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. A crucial member of our team, he specializes in creating varying degrees of tax efficiencies within his client’s personal and corporate portfolios.
Working with other professionals within RBC Dominion Securities, Barrington has earned the trust and approval of our clients – and their respective tax and legal advisors – for the insight and knowledge that he consistently demonstrates and delivers.