OUR TEAM

"They don't care how much we know until they know how much we care"


Fred C.Ryall CHS

Fred C.Ryall CHS

medalFor over 35 years, I have been providing financial and estate planning advice for self-employed business owners, designated professionals, executives and families to ensure social and family legacies.

Some of my recent professional accomplishments include receiving the Queen Elizabeth II Diamond Jubilee Award from the Governor General of Canada for my planning with families who have special needs children, for my community fund raising efforts and for Canada. In 2007, I also received the Julia Award from Cystic Fibrosis Canada.

I have had the privilege to speak to several other special needs’ organizations including, Cystic Fibrosis Canada, Canadian Down Syndrome Society, ALS Canada, Autism Ontario, Multiple Sclerosis Society of Canada, 18th Chromosome Deficiency, Alzheimer Society Canada and the Peel Public School Board’s Special Needs Programs.

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Kevin Wong CA, CPA ,MTax

Kevin Wong CA, CPA ,MTax

PARTNER

M.Dooley and Partners

Kevin obtained his Master of Tax degree from the University of Waterloo in 2004. Since then, Kevin has worked closely with clients in a wide range of tax areas including tax planning for medical professionals and senior executives of large corporations, corporate reorganizations, cross border tax planning as well as regular compliance issues. He obtained his Chartered Accountant designation after joining MDP in 2007 becoming a partner in January 2013.

“I specialize in curing tax pain,” says Kevin. “Although tax is inevitable, I always look for opportunities to minimize and defer it. I enjoy listening to the needs of our clients in order to develop a tailor-made tax plan.”

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Susan J Hyatt BSc (PT) MBA

Susan J Hyatt BSc (PT) MBA

CEO/ CO-FOUNDER

Silver Sherpa

Susan is passionate about changing the way we look at ageing and is determined to put her extensive healthcare and international business expertise to work to provide a very different professional service model for her clients. Her company offers comprehensive professional planning and coordination services, to both assist elders in crisis and help elders proactively plan for the future.

Susan holds post-graduate certification in Negotiations from Harvard Law School/ MIT and a Master’s in Business Administration with a specialty in International Business from Griffith University, Australia. She also holds a Bachelor of Science degree in Physical Therapy specializing in critical care/trauma from the University of Toronto and taught in the Faculty of Medicine for a number of years.

 

Craig Ross B.A (Hons.), LL.B

Craig Ross B.A (Hons.), LL.B

Craig Ross heads up the firm’s Wills, Estate & Trusts Practice and is a member of the Estate Litigation Group and the Family Business Law Group

Craig’s practice is very diverse in terms of:

  • Works closely with clients and other professional advisors to develop customized estate plans
  • Craig represents & advises trustees, beneficiaries, heirs, and dependents in the administration of trusts
  • Craig has significant experience assisting families with Special Need children and adults
  • Craig is a regular speaker and author of estate planning & planning for beneficiaries with disabilities. Articles have appeared in the Toronto Star, Armstrong on Estate Administration (Ontario) and the Law Society of Upper Canada.
  • Craig is the 2014 recipient of the Volunteer MBC John Huether Award for Volunteering Excellence
  • Craig was selected by peers for inclusion in “The Best Lawyers” in Canada 2016 in the field of Trusts and Estates

Kavina Nagrani- B.A (Hons), J.D

Kavina Nagrani- B.A (Hons), J.D

Kavina is a lawyer with the firm Loopstra Nixon LLP where she specializes in clients with estate planning, estate administration and estate litigation matters. As part of the estate planning aspect of her practice, she assists  individuals and professionals with the preparation of wills and powers of attorney, the implementation of tax-effective estate and succession plans, and establishing trust structures.  Kavina’s estate administration practice focuses on obtaining letters probate, locating and liquidating assets and assisting with interim and final distributions to beneficiaries. Kavina also assists clients in resolving estate, trust and capacity disputes as part of her estate litigation practice. Prior to obtaining her law degree, Kavina spent over ten years in non-legal, business roles where she managed and consulted on operational and business initiatives for a wide range of clients in banking, retail, technology and other industries.  Her pre-law career gives her a unique perspective as a lawyer and a solid business foundation which makes her relatable to her clientele.

 

 

Lisa C. Sticht-Maksymec B.A, LL.B

Lisa C. Sticht-Maksymec B.A, LL.B

Lisa is a member of the firm’s Wills, Estate & Trusts Practice, the Estate Litigation Group and the Family Business law Group

Lisa’s practice encompasses virtually all aspects of estate matters:

  • Estate Planning…comprehensive Wills, testamentary trusts, inter vivos trusts, POA for property & personal care, living wills, Will Agreements and the associated documents.
  • Estate Administration….advises executors & trustees about the responsibilities and guides them through estate administration of estate and trusts.  Lisa also has experience with estates of a foreign nature including beneficiaries & foreign assets.
  • Guardianship Proceedings…Lisa assists persons and trust companies in becoming appointed as guardians for property and / or guardians for personal care of incapable adults.
  • Estate Litigation…Lisa has years of experience in a variety of estate litigations matters, contested passing’s of account, challenges of the validity of a Will, removal of executors or trustees etc.

Karen Baker, FCSI, FMA, FIC, CLU

Karen Baker, FCSI, FMA, FIC, CLU

Karen has been in the Financial Services Industry for 9 years.  Karen has many designations and is presently working on her CFP.  Karen is a member of Advocis & Advisors with Purpose.  Her passion is to work with families about Wealth Preservation & Philanthropy.

Karen assists families on Estate Planning issues, Preservation of Capital, Insurance reviews, Charitable bequests and Retirement Planning.

Karen is married to Patrick and has 1 adult child.

Kathleen O’Keefe

Kathleen O’Keefe

PRINCIPAL

Crillion Benefits Advisory Group

For over 20 years, Kathleen has been an employee benefit, group retirement and individual insurance specialist, advising clients in key areas of their business.  After graduating from the University of Guelph she joined London Life as an Employee Benefit and Pension Specialist where she managed two top GTA agencies. In 1998 she left London Life to pursue an independent practice and has been specializing in employee benefits, group retirement plans and executive compensation ever since.  Kathleen is a founding member of The Benefits Alliance Group – Canada’s largest group of Independent Employee Benefit Advisors.

Kathleen has been actively involved for over 10 years with Big Brothers and Big Sisters of Toronto. Additionally she volunteers her time with the Canadian Children’s Aid Society as Chair of their 2014 Women’s Charity Golf event.

Crillion Benefits Advisory Group Inc.

Kris Dureau CFP, CHS, CCS

Kris Dureau CFP, CHS, CCS

CERTIFIED CASH FLOW SPECIALIST

Frontline Wealth Inc.

Kris came into the financial industry in 2007. With a wife, 3 kids and a dog, he understands how vital it is to have a financial advisor you can count on, not only for asset management but for cash flow management. Are you making good money but not sure where it is all going? Are you buying/selling a house? Are you saving for a trip? No matter what your life plans are, you should have a holistic, customized financial plan in place. Kris and the FrontLine Wealth team cover all aspects of your financial plan, taking an in depth look at both sides of your balance sheet, to protect your future and help you get more out of your money.

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Christine Joly CFP, CLU

Christine Joly CFP, CLU

PRINCIPAL

Fincor Financial

Christine has been serving families, business owners and professionals in the area of wealth management for over 28 years. She is passionate about retirement and estate planning and is committed to delivering outstanding customer service to her clients.

Christine earned her Hon. Bachelor of Science from the University of Ottawa. She was awarded her Certified Financial Planner (CFP) designation in 2004 and her Chartered Life Underwriter (CLU) designation in 2012. Christine has obtained an advanced level of knowledge and expertise in the area of wealth building strategies, retirement planning, taxation, estate planning and wealth transfer.

Sarah Fenwick

Sarah Fenwick

I have been a mortgage agent for 2.5 years, in the finance industry for 3.5 years and come from an extensive event planning background- bringing attention to detail to service clients now. First time home buyers are my speciality.