Our Team

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.”

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.

Suzanna Winsborough

LLB , CLU , CFP , TEP Partner, Keyser Mason Ball Is a Partner at Keyser Mason Ball.

Suzanna has been practicing law for over 15 years… her practice focuses on succession planning for both individuals and corporations.

Suzanna has vast experience in estate planning, including multiple will strategies, Henson trusts, and various other testamentary trusts. Suzanna, regularly works with accountants and professional advisors to implement business succession plans that will give effect to the interests and wishes of clients, while simultaneously protecting the business and the clients beneficiaries and successors.

Suzanna, has again vast experience working with families who have special needs children and adults…

Kavina Nagrani

J.D, TEP, HBA, Partner Nika Law LLP

Kavina 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.

Kiran Gill

B.A, LL.B

Called to the bar in 2011 after graduating from Windsor, Kiran is a member of the Wills, Trusts, and Estates Group at Lawrence’s, where she practices estate planning and estate administration. She is also a member of the firm’s Litigation Group. She is proficient in drafting Wills, Trusts, and Powers of Attorney for Property and Personal Care and advising on various strategies to help clients distribute an estate with maximum tax efficiency. Kiran was successful enough to have brought cases into the Ontario Court of Appeal.

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.

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

Sabrina Gismondi

JD

Sabrina is an Associate in Lawrences’ Wills, Trusts, and Estates Group. Her practice focuses on estate planning and administration. She drafts Wills, Trusts, and Powers of Attorney for Property and Personal Care. Sabrina enjoys helping clients create estate plans that reduce or minimize probate tax, ensure that estates pass in an orderly and appropriate manner to beneficiaries, and allow for an efficient ownership structure for assets. Sabrina also assists clients with estate administration matters and counsels executors of estates, trustees of trusts and attorneys for property and personal care.

Gosha Sekhon

B.A., LL. B.

Gosha Sekhon is a Trust and Estate Practitioner, specializing in estate planning services. Prior to launching Sekhon Legal Services in early 2020, Gosha worked with a major financial institution in its wealth Management and audit groups. She has been in the Trust and estate industry for over 14 years and has extensive experience with complex planning considerations involving incapable beneficiaries, small business interests and blended families. Gosha is a 2003 graduate of Queen’s Law School and was called to the Bar in Ontario in 2004.

Shruthi Raman

LL.B., LL.M., TEP

Shruthi Raman practises in the area of estates and trust law at Synergys Law, a boutique estates law firm in Toronto, which she founded in 2022. Her practice encompasses all aspects of trust and estate work including wills and trust planning, succession and incapacity planning, estate litigation and administration. She advises executors, trustees and powers of attorney regarding their legal and fiduciary obligations in the management and administration of trusts or estates. She has appeared at all levels of court in Ontario, frequently representing parties in contentious estate litigation.

Shruthi received her LL.B. from New Delhi, India, and LL.M. from Osgoode Hall, Toronto. She is a member of the Society of Trust and Estate Practitioners (STEP) and holds the internationally recognized TEP designation

Ken White

EPC., RDSP SPECIALIST

Ken has worked in the financial industry since 1992. Helping families and individuals grow their investments, manage their debt, and protect the things that are important to them. In addition to his full financial and estate planning services he has become passionate about helping families with special needs.

Now an expert in the area of little-known government programs like RDSP’s and Henson Trust’s, Ken is able to add extra value that is not normally presented, to those who need it most. Ken encourages meeting for regular reviews and updates and posts Informative and educational financial articles through extensive social media including YouTube videos, Facebook, LinkedIn, and his personal Guelph Financial/PC web page.

Peter Curtis

DTC Specialist

Peter has been providing medical representation for almost 20 years. Peter became a paralegal in 2010. He is a memeber of the Paralegal Advisory Board at Humber College. He also has extensive experience in WSIB Advocacy. Peter's only area of expertise now, is the Disability Tax Credit. (DTC) Peter, now has had tremendous success in appeals dealing with CRA.

CEO of Novum Financial - Benefit Consultant

Jana began her career in the insurance industry as a Group Retirement Planner & Benefit consultant. Jana has developed her own practice, Novum Financial, which focuses on Life, Living Benefits, and Group Insurance. With over 10 years experience in the employee benefits marketplace, Jana is able to provide clients with specialized products to fit the needs of every organization – from the new start up to the most well-established corporation. Jana is currently enrolled in the Certified employee Benefit Specialist (CEBS) program.

Jana specializes in 3 distinct disciplines:

1. Implementing new and reviewing existing Employee Benefits, Group RRSP, Pension Plans, HSA programs

2. Insurance Planning for small business, professionals & executives

3. Critical illness insurance for women

Jim Kennedy

CLU, ChFC, EPC, FLMI

Jim has been in the financial services industry since 1976. In that time he has served in a number of advisor and corporate executive roles.

Jim’s philosophy is to provide excellent service and value and keep solutions as simple as possible so they are easy for clients to understand.

Jim heavily involved in Advocis and the Community Foundation of Mississauga.

Shehnaz Hussain

B.Sc, B.Ed, H.Ed, CLU, CHS, & EPC

Shehnaz Hussain is the founder and CEO of Intuitive Financial Solutions. She has overall 15 years of experience in this industry. She is also a committed life-long academic who holds her B.Sc., B.Ed., H.Ed., CLU., CHS., & EPC. Shehnaz will bring a wealth of experience and knowledge to the tables of the families that she gives the privilege of working for.

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.

Atiya Ashan

M.Sc., CLU, Ch.F.G

Atiya Ahsan, M.Sc., CLU, Ch.F.C. is an independent Advisor with IDC Worldsource Insurance Network (IDCWIN). She is a long-standing member of Advocis and The Institute for Advanced Insurance planning. Atiya is a member of the Estate Planning Council of Mississauga. For almost 3 years, Atiya has been training and working with Fred C. Ryall to help families with Special Needs Dependents.

Sarah Fenwick

Mortgage Broker

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.