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.

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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