Our Partners
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
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.
