Meet Our Specialists
Estate & Trust Services
Paula Lester
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
- Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
- A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.
Insurance Solutions
Heather Roche
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Focuses on planning-based insurance protection solutions.
- Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
- A certified financial planner and chartered life underwriter.