Insurance Solutions

Heather Roche

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

• Focuses on planning-based insurance protection solutions.
• Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
• A certified financial planner and chartered life underwriter.

Estate & Trust Services

Riaan Botha

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James

• Takes educating clients very seriously and makes it his mandate to look at their complete picture.
• Over 20 years experience in Estate and Trust services.
• Bachelor of commerce degree, bachelor of law degree, postgraduate diploma in taxation and member of the Society of Trust and Estate Practitioners (STEP).

Estate & Trust Services

Paula Lester

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

• Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
• Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
• A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.

Financial Planning

Shuangshuang Kong

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

• Develops comprehensive financial plans for business owners and high net worth families.
• Over 10 years experience as a financial planner in private wealth management.
• Volunteer faculty member at CFP Canada Institute to coach aspiring financial planners. Holds her Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), and Trust and Estate Practitioner (TEP) designations.