Our Partners
Heather Roche, CFP®, CLU®
Insurance Planning Specialist, Raymond James Financial Planning Ltd.
Heather Roche is an Insurance Planning Specialist for Eastern Ontario who collaborates with Financial Advisors to provide personalized solutions to clients concerning their financial, tax, estate and retirement planning needs.
Heather brings over 15 years of experience in the financial planning and insurance business, and has a proven track record as an established Estate Planner with a comprehensive approach to estate planning and insurance. Heather has been part of the Raymond James Estate Planning Advisory team for over eight years. Her focus is on developing financial plans for clients that incorporate insurance-based products and strategies, supporting financial advisors and interacting with clients. She works with clients from all walks of life and specializes in maximizing cash flow and retirement savings, in particular for clients who have corporations.
Heather is a graduate of Ryerson University and holds a Bachelor of Commerce. She is a Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and life insurance licensee in Ontario, British Columbia, Alberta & Nova Scotia.
Paula Lester
Senior Trust Advisor, Raymond James Trust (Canada)
Paula is a Senior Trust Advisor with Raymond James Trust (Canada). She is responsible for providing comprehensive estate, incapacity, and trust planning services to Ontario-based clients of Raymond James Ltd. Paula has worked in the trust industry since 2017, prior to which she practiced as a family and estate litigator. Paula is passionate about using trust and estate services to protect clients and their families, and to avoid the unfortunate situations she witnessed as an estate litigator.
Paula is a graduate of the Juris Doctor Program at Queen’s University, having graduated on the Dean’s Honour’s list. She also has a Bachelor of Arts, Honours, degree with a major in Psychology and a minor in English and Law, earning the university medal for highest academic standing upon graduation from Carleton University. Paula also has her Trust and Estate Planning (TEP) designation.
Outside of the office, Paula likes staying active and is an avid runner and ultimate frisbee player. She also enjoys giving back to her community through coaching and involvement in charitable work.
Shuangshuang Kong, M.SC, CFP®
Financial Planner
Shuangshuang Kong is a Certified Financial Planner™ professional and a STEP Associate Member. With over nine years of experience in building comprehensive financial plans for business owners and high net worth families, she brings a wealth of knowledge in formulating and communicating complex strategies that integrate corporate structure, business succession and retirement, trust and estate, executive compensation arrangements, cash flow management, and tax planning at both personal and corporate levels. She is passionate about collaborating with all clients’ all advisors to guide clients through life stages and to empower them to achieve their financial goals. In addition to servicing clients, Shuangshuang is a member of the FP Canada Institute faculty team to develop technical education content and provide coaching for aspiring financial planners.
Shuangshuang holds a Master of Science (M.Sc.) in management degree from the Telfer School of Management at University of Ottawa. Committed to lifelong upskilling, she has passed all the exams toward a Trust and Estate Practitioner (TEP) designation and is currently enrolled in a post-graduate certificate in advanced accounting program.
Outside work, Shuangshuang is an avid runner and loves reading books and playing ultimate frisbee with friends.
