Our Partners
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).
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.
