Our Partners
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).
Insurance Solutions
Karine Orser
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Personable approach to building strong relationships with clients to help solve complex financial problems.
- Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
- A certified health insurance specialist with a diploma in business management.
Financial Planning
Craig Thomas
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Works with clients to plan for their entire financial picture including; retirement, tax, risk management, and estate and trust planning.
- 15 years of industry experience including 3 years with Raymond James.
- A Registered Financial and Retirement Advisor (RFRA), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI).