Estate & Trust Services

Damian McGrath

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

• A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
• Over 20 years of industry experience in the following provinces: AB, SK, and BC.
• Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).

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).

Insurance Solutions

Uriah Kane

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

• Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
• Educates clients and accountants on insurance solutions and how to integrate them into planning.
• A certified financial planner (CFP) and a certified life insurance underwriter (CLU).