Estate & Insurance
Jeff Meier is an Estate Planning Advisor. Jeff’s passion and enthusiasm, coupled with his experience and knowledge of our business make him an excellent addition to our team. Jeff will work with our clients seeking estate planning advice and/or insurance solutions.
After an exciting career with the Canadian Forces, Jeff passionately pursued his interest in the financial services industry. After 2 years working corporately at a Canadian financial services company, he has focused his energies within the Insurance and Estate Planning areas, for the past 15 years. Most recently, Jeff managed the Insurance, Estate and Group Benefits Division within one of the larger branches at a major independent Canadian financial institution.
Using his extensive industry knowledge, Jeff strives to create customized personal and corporate solutions for professionals, small businesses and corporations seeking effective tax reduction, retirement and estate planning solutions designed to minimize taxes and maximize personal and corporate asset and income positions.
Senior Trusts & Estates Counsel, Private Client Solutions
Janet Mason is Senior Trusts & Estates Counsel with Raymond James Ltd. She identifies strategies and potential considerations for high net worth individuals, and creates and delivers informative and entertaining presentations for Raymond James advisors and the public.
Prior to joining Raymond James in 2017, Janet was with a competitor where she successfully developed a similar role and, in the last year of her tenure, was responsible for her team’s process, professional development and deliverables. She regularly collaborated across divisions and led a special operations project involving various departments in Canada and the US.
Janet was one of less than ten in her Osgoode Hall Law School graduating class to achieve a specialized degree in litigation, dispute resolution and the administration of justice. Janet was also one of only 22 people in the province selected to complete articles by way of clerkship with the Ontario Superior Court of Justice. She was called to the Bar in 2006 and began her career as a litigator in private practice where she remained until 2014. Her focus was on business law and trusts and estates law. Janet has been published nationally on various legal topics and she has also taught law.
She acquired an extensive business background in the private sector prior to law school and has been an entrepreneur. Janet is a member of the Law Society of Ontario and the Canadian Bar Association.
Executive Director, Raymond James Canada Foundation
As the Executive Director of the Raymond James Canada Foundation, Janine Davies directs the workplace giving and client philanthropy programs nationally for Raymond James Ltd, Canada’s largest independent brokerage firm. Under Janine’s leadership, the Foundation serves as a catalyst to mobilize the cumulative resources of Raymond James at both corporate and grassroots levels to make a meaningful impact in communities across the country.
Janine works directly with RJL advisors and their clients to develop personalized strategic giving plans that align with both their philanthropic and financial goals. Janine employs a donor-centric, consultative approach to philanthropy, working with accountants, lawyers, and estate planning advisors to craft customized solutions for each client.
In addition to her 25 years of experience in banking and finance, Janine is strongly committed to her community and a firm believer in the importance of stepping up as a leader in the public realm. She presently sits as special advisor to the board of Drug Free Kids Canada, and an active member of both Canadian Association of Gift Planners (CAGP) and on the Executive of the Estate Planning Council of Vancouver (EPCV).
See the Charitable Giving Program section for more information.