Our Partners

Samantha Russell
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.
Teresa Mok
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.