Our Partners
Uriah Kane, BA, CFP®, CLU
Insurance Planning Advisor, Raymond James Financial Planning Ltd.
Uriah Kane is a Tax & Estate Planning Specialist with Raymond James Financial Planning Ltd. Uriah’s central role with the firm is to provide advanced tax and estate planning solutions using a broad range of different insurance-related strategies. His attention to detail, ability to communicate, and desire to be of service to clients are all hallmarks of his professional practice.
Uriah was born in Duncan BC, and graduated from Mount Royal University in Calgary with a Bachelor’s degree in Policy Studies (a multi-disciplinary focus in Economics and Political Science), with a minor in Spanish, in April 2003.
In 2004, Uriah decided to pursue a career in financial services based on his keen interest in finance, and estate & tax planning. In addition to his 4-Year Bachelor’s degree, and since joining the industry, Uriah has successfully completed his Life License Qualification Program (LLQP), Exempt Market Product (EMP) curriculum, Compliance Officer (CO) training, and Canadian Investment Funds course. In addition, Uriah also holds the esteemed Certified Financial Planner (CFP), & Chartered Life Underwriter (CLU) designations.
Away from the office, Uriah also offers his time and expertise as an Advanced Case Study Grader with the Business Career College, and their Capstone Course, which is a mandatory curriculum requirement for candidates working towards their Certified Financial Planner (CFP) designation.
Patricia Chartrand
Senior Trust Advisor
Raymond James Trust (Canada)
Patricia Chartrand is a Senior Trust Advisor working out of the Vancouver corporate office and servicing Advisors and their clients as well as our Correspondent Services clients in Vancouver and throughout the BC mainland.
Prior to joining Solus Trust, Patricia was a Trust and Estate Consultant for 10 years with CIBC Trust, building client relationships, assessing clients’ needs, and identifying and providing appropriate trust services to assist with the effective execution of trust services roles.
Among her prior work experience during her 22 years at the bank, she was a Sales Solution Lead and provided bilingual client service. She has extensive experience dealing directly with clients and various stakeholders as well as giving presentations.
She earned a B.A. in Economics and Political Science from the University of Prince Edward Island, and completed the IFC through CSI. She is fluent in English and French.
