Katherine Ross is dedicated to providing her clients and their families with the support, guidance and the right investment advice for each stage of their lives. Katherine understands your personal and financial lives are closely entwined and that building your wealth, preserving capital, managing risk and taking care of loved ones are all major concerns. Katherine’s disciplined financial planning process and science based approach to investing, enables her to appreciate your needs as she designs and delivers comprehensive planning and investment strategies.
Katherine has over 17 years of experience as a Financial Advisor. A graduate of the University of Calgary, she continued her studies in Financial Planning to earn her Certified Financial Planner (CFP) designation. In addition, Katherine is also options licenced.
Leanne Dowell joined Raymond James Ltd. in 2015. She has completed the Canadian Securities Course, the Conduct and Practices Handbook, and is licensed as an Investment Representative. Responsible for all the administrative day-to-day functions of our team, Leanne is passionate about providing excellent client service and always demonstrates her willingness to assist clients in any way she can. She obtained her Bachelor of Commerce (Finance) degree from Griffith University in Gold Coast, Australia, and is in the process of attaining her Chartered Financial Analyst (CFA) designation.
Jeff Talbot is an Estate Planning Advisor with Raymond James Financial Planning and has spent over a decade in the financial industry, with a wide spectrum of experience in corporate, personal, tax and insurance planning. His focus is on developing effective tax-reduction strategies, retirement and estate-planning solutions for corporations and individuals. He also brings highly developed expertise dealing with bank-leveraged financing programs, philanthropic strategies and the tax-efficient access to corporate wealth. Jeff has published articles in a variety of publications both in and out of the financial industry.
Portfolio Manager, Private Client Group
Financial Advisor Assistant
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