Financial Planning

Teresa Mok

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

• Works closely with clients to build a plan that will put them on track to achieving their financial goals.
• Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
• Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.

Insurance Solutions

Jacqueline Knoblauch

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

• Specialized in financial, estate and insurance planning primarily for incorporated business owners.
• 14+ years of industry experience, including 8 years with Raymond James.
• A Certified Financial Planner (CFP^®) and Chartered Life Underwriter (CLU).

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.