Our Specialists
Financial Planning
Emily Newman, CFP ®
Senior Financial Planner
Emily supports the Generational Wealth team by consulting on and preparing comprehensive financial plans for our clients with more complex tax and estate planning needs.
Emily grew up in Victoria and went on to pursue her education in the United States, attending college in Texas on an athletic scholarship before completing her Bachelor of Arts in Business Administration and Financial Planning & Wealth Management at the University of Jamestown in North Dakota in 2016. Following graduation, she spent two years working and traveling with her now husband, exploring England, Italy, Amsterdam, Dubai, Vietnam, and Thailand before returning to Victoria to begin her career in finance. She has been in the industry since 2018 working as a Financial Planner specializing in comprehensive planning for physicians, dentists and other professionals. She is passionate about working with clients and helping them to achieve their goals as well as to understand their financial picture.
Outside of work, Emily enjoys spending time with her young daughter, which keeps her busy and brings her the most joy. When time allows, she also enjoys playing slow-pitch, walking the family dog, and spending time at the beach.
Insurance Solutions
Uriah Kane
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
Uriah is an Insurance and Estate Planning Advisor at Raymond James Financial Planning Ltd. (Canada). Uriah specializes in a wide range of advanced personal, corporate estate and tax planning strategies aimed at predominately medical professionals, self-employed entrepreneurs, and business owners. Uriah has an Applied Bachelor's Degree (BA) in Policy Studies from Mount Royal University. Uriah has successfully completed his Life License Qualification Program (LLQP®), Exempt Market Product (EMP®) curriculum, Compliance Officer (CO®) training, and Canadian Investment Funds course. In addition, Uriah also holds the esteemed CERTIFIED FINANCIAL PLANNER (CFP®), & Chartered Life Underwriter (CLU®) designations. Uriah has been at Raymond James since April 2016 and has been in the industry since 2003. As a result of his two years living in Latin-America, and having minored in Spanish as part of his Policy Studies undergraduate degree, Uriah is fluent in that language. Uriah enjoys spending time in the great outdoors with his wife and three daughters, loves a great card trick, and considers himself a bit of a foodie.



