Shuangshuang Kong
Financial Planning

Shuangshuang Kong

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Develops comprehensive financial plans for business owners and high net worth families.
  • 9+ years experience as a financial planner in private wealth management.
  • Volunteer faculty member at CFP Canada Institute to coach aspiring financial planners. Holds her Certified Financial Planner designation (CFP®).
Heather Roche
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.