Our Partners

Heather Roche
Insurance Solutions

Heather Roche

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

  • Focuses on planning-based insurance protection solutions.
  • Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
  • A certified financial planner and chartered life underwriter.
Hickman Joe
Financial Planning

Hickman Joe, CFP ®, CIM ®

Financial Planner

  • Over 16 years of experience in the financial services industry, specializing in financial planning, investment management, and wealth management.
  • Extensive background in advisory, investment, and financial planning roles with several major Canadian financial institutions, helping clients navigate complex financial decisions and build long-term financial strategies.
  • Holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, with a professional focus on comprehensive financial planning and supporting advisors in delivering meaningful value to their clients.
Riaan Botha
Estate & Trust Services

Riaan Botha

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

  • Takes educating clients very seriously and makes it his mandate to look at their complete picture.
  • Over 20 years experience in Estate and Trust services.
  • Bachelor of commerce degree, bachelor of law degree, postgraduate diploma in taxation and member of the Society of Trust and Estate Practitioners (STEP).