Total Wealth Solutions
We believe that professional advice, on-going education, and wealth planning are key to success. Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate;
Financial Planning
Investment Management
Insurance Solutions
Tax Solutions
Estate and Trust Services
Charitable Giving Strategies
MEET YOUR ADVISORS
Raymond James Ltd.
Karine Orser
Karine Orser joined Raymond James Financial Planning in November 2019, armed with more than 20 years of insurance industry experience. If financial planning were an Olympic sport, Karine would have a gold medal in tackling life, critical illness, disability, group insurance, and tax solutions. Karine has the magic touch when it comes to turning financial complexities into something plain and understandable.
Taking a page from her own book of financial magic, Karine believes that strong relationships are the secret sauce of her work. She's the kind of financial guru who doesn't just crunch numbers; she turns financial planning into a bonding experience. No problem is too big or too small for Karine – she's the Sherlock Holmes of financial mysteries, and she loves a good challenge.
Originally from Quebec, Karine is fluent in both English and French. She earned her diploma in Business Management after bravely navigating a military contract. When she's not sharing her financial wisdom, you'll catch Karine enjoying the great outdoors with her husband Jeremy, their dynamic duo of sons Basil and Hugo, and their trusty four-legged friend, Dani. Move over, Wall Street – Karine and her financial charm are ready to make your worries disappear!
Michelle Buan
Meet Michelle Buan the Insurance Maestro with over 20 years of experience – she's practically the Shakespeare of policies and the Mozart of premiums! With her magic touch, she specializes in all things life insurance, turning the mundane into the extraordinary.
Michelle didn't just lead the insurance division; she orchestrated it like a symphony for one of the top-growing wealth firms in the country! She's the Sherlock Holmes of corporate-owned insurance, solving puzzles faster than you can say "deductible."
But wait, there's more! Michelle packed her insurance toolkit and embarked on an adventure to Alberta with her family, turning the Great White North into the Great Insurance Wonderland.
When she's not busy crafting insurance masterpieces, you'll find her on family escapades, walking her dogs (no insurance claims from dog walking... yet), immersed in books, and mentoring the next generation of Girl Guides. Michelle – making insurance not just a policy but a thrilling page-turner of financial security!
Raymond James Ltd.
Kim Eastwood
Kim brings a wealth of experience to her role as administrative assistant to Karine Orser at Raymond James. As a versatile professional with a passion for making a difference in both the insurance industry and healthcare.
Kim brings a background in Nursing and has dedicated herself to providing exceptional care to patients while also embracing the challenges of the Insurance world.
Outside of work, you can find Kim leading an active life. Whether she’s chasing her two energetic boys around the house, spending quality time at the dog park with her Bernese Mountain Dog “Moose”, or hitting the pavement with her local run club, Kim embraces every moment with enthusiasm and zest.
Raymond James Ltd.
