Our Partners
Insurance Solutions
Uriah Kane
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
- Educates clients and accountants on insurance solutions and how to integrate them into planning.
- A certified financial planner (CFP) and a certified life insurance underwriter (CLU).
Estate & Trust Services
Patricia Chartrand
Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James
- Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
- Over 22 years of industry experience with a large Canadian Bank in BC.
- B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
