Meet our Specialists

Karine Orser
Insurance Solutions

Karine Orser

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

  • Personable approach to building strong relationships with clients to help solve complex financial problems.
  • Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
  • A certified health insurance specialist with a diploma in business management.
Damian McGrath
Estate & Trust Services

Damian McGrath

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

  • A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
  • Over 20 years of industry experience in the following provinces: AB, SK, and BC.
  • Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Diana Mao
Charitable Giving

Diana Mao

Associate Vice President, Charitable Giving Program
Solus Trust Company, an Affiliate of Raymond James

  • Works with families across Canada to facilitate their charitable gifts and advance their philanthropic goals.
  • Responsible for leading Raymond James’ client philanthropy program, a donor advised fund.
  • B.Sc. from the University of Waterloo, a member of the Canadian Association of Gift Planners (CAGP), Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P).