Financial Planning

Teresa Mok

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

• Works closely with clients to build a plan that will put them on track to achieving their financial goals.
• Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
• Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.

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).

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.