VP, Family Office Advisory

Barrett Lyons

Barrett is a VP in Northwood’s family office advisory group and sits on the management committee. He specializes in working with active and retired business owners in the areas of financial planning, investment management, tax and estate planning, and family governance.

CONTACT

In addition to his work with families, Barrett co-leads the client leadership team at Northwood.  Prior to joining Northwood in 2010, Barrett worked with KPMG LLP in the area of tax planning and compliance.  

Outside of the office, Barrett enjoys being active, reading, and spending time with his wife and three sons.

Designations

CPA, CA, CFP, CIM

Education

Honours B.Com, DeGroote School of Business, McMaster University & CICA In-Depth Taxation Program

Years in the Industry

16 years

Years at Northwood

12 years

Awards

Awarded top honours (President’s List) by the governing body for achieving the highest mark in the country on the final CFP examination.

“I enjoy the variety of work and unique challenges of working with unique clients. Every day is different and enjoy knowing that we are bringing value to clients in a variety of ways.”