Our Specialists
Financial Planning
Emily Newman, CFP ®
Senior Financial Planner
- Bachelor of Arts in Financial Planning & Wealth Management as well as in Business Management.
- Has been in the industry since 2018 creating comprehensive financial plans.
- Passionate about working with clients and helping them to achieve their goals as well as to understand their financial picture.
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).
