Meet Our Specialists

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).
Samantha Russell
Estate & Trust Services

Samantha Russell

Associate Vice President
Solus Trust Company

  • Focuses on helping individuals and families navigate the complexities of estate planning, trust structuring, and estate administration.
  • Consults with clients on the preparation of comprehensive estate plans, including executor solutions, trustee support, and powers of attorney for property.
  • Approach is grounded in both technical expertise and a deep understanding of the personal dynamics that often accompany estate planning decisions.
  • Has completed a Juris Doctor (law) degree and holds the Trust and Estate Practitioner (TEP) designation.