Hello, I'm Rod Rattray.
With 30+ years experience in banking, credit unions, charitable organizations and as a business entrepreneur coaching people about their personal finances and small business, it is my privilege to financially coach Executors, Administrators and families through such a life-changing event as death of a family member.
I am also honoured to help you "Set Your House In Order" before a death occurs by preparing a Will and Powers of Attorney. This proactive step saves tremendous time and frustration in the future.
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My Story
During my financial career in banking, coaching and educating, I regularly assisted Executors and families with settling estate matters when a family member had died. While often focused on a specific component such as transitioning bank accounts, I became very familiar with the scope and magnitude of the time to administer estate matters.
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When one of my sibling's spouse passed away, it was my privilege to assist in the estate transition process. I also serve as Executor myself for both my parents. These experiences were powerful reminders of the work involved which, for most people, is quite difficult during such a time of grief.
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I became passionate about helping Executors, surviving spouses and family members transition an estate after a death or, prepare families for the future before a death. It is now my privilege to draw on my extensive financial industry experiences and help people as an Estate Coach.
My Family
Married since 1990, my wife Lisa and I are proud parents of three adult sons. One is an audio engineer, one is a civil engineering technologist and the third works in construction trades and is also an entrepreneur.
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We have lived in St. Thomas and worked in the area since 1993. Currently sharing our family home with two mischievous cats named Pippin and Finnegan.
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Our family has also enjoyed community involvement in minor hockey, school parent associations and our local church serving in children's programs, summer camps and myself on finance committees.
My Background
Education
Certified Executor Advisor, Canadian Institute of Certified Executor Advisors
Scaling Up! Strategic Business Growth, Business Coaching Solutions
Each One Teach One Trainer, Canadian Credit union Association
Personal Financial Planner, Institute of Canadian Bankers
Post-Graduate Diploma in Management Studies, Finance & Human Resources, Wilfrid Laurier University
Bachelor of Arts, Economics, Wilfrid Laurier University
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Specialization
Involved in estate management roles in the banking and credit union industry.
Also provided credit, debt and budget counselling and financial literacy education seminars across Canada through a registered national charity with a network of volunteers.