Our Specialists

Uriah Kane
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).
Jacqueline Knoblauch
Insurance Solutions

Jacqueline Knoblauch

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

  • Specialized in financial, estate and insurance planning primarily for incorporated business owners.
  • 14+ years of industry experience, including 8 years with Raymond James.
  • A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).
Damian McGrath
Estate & Trust Services

Damian McGrath

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

  • A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
  • Over 20 years of industry experience in the following provinces: AB, SK, and BC.
  • Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Robert An
Wealth Planning & Tax Consulting

Robert An

Associate Vice President, Wealth Planning & Tax Consulting

  • Over 15 years of experience advising high-net-worth individuals, families, and business owners across Canada on advanced financial and tax planning.
  • Holds multiple professional designations including CPA, FEA, FCCA (UK), CFP, CLU, TEP, CIWM, and CEPA, with a strong background in public accounting and financial services leadership.
  • Actively contributes to the industry through board service with STEP Vancouver and volunteer work with FP Canada and CPA Canada’s Financial Literacy Program.
Teresa Mok
Financial Planning

Teresa Mok

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

  • Works closely with clients to build a plan that will put them on track to achieving their financial goals.
  • Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
  • Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.
Parvathy Nair
Charitable Giving

Parvathy Nair

Associate Vice President, Charitable Giving Program Philanthropic Advisor

  • Extensive experience advising high-net-worth clients in international wealth management, with a focus on strategic philanthropy and impact investing.
  • Previously led philanthropic planning and managed an ultra-high-net-worth family’s impact investment portfolio across multiple jurisdictions.
  • Parvathy holds a law degree from the University of Mumbai, a post-graduate degree in International Development from the University of Edinburgh, and international human rights training from the University of Oxford.
Ben Buckingham
Estate & Trust Services

Benjamin Buckingham

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

  • Guides clients to ensure all necessary planning details are in order for the smooth, administration of their wishes.
  • Well versed in estate planning tools and strategies.
  • Law degree from the University of British Columbia, and Bachelor of Arts in Theatre from Trinity Western University.