Our Partners
Estate & Trust Services
Patricia Chartrand
Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James
- Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
- Over 22 years of industry experience with a large Canadian Bank in BC.
- B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
Insurance Solutions
Eric Jozsa
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
- Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
- Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.
