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
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).
