Our Partners
![Shuangshuang Kong](/-/media/rj/rjl-advisor-sites/global/our-partners/shuangshuang_kong---specialist-headshot.png)
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®).
![Stephen Miziolek](/-/media/rj/rjl-advisor-sites/global/our-partners/paula_lester---specialist-headshot.png)
Estate & Trust Services
Paula Lester
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
- Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
- A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.
![Heather Roche](/-/media/rj/rjl-advisor-sites/global/our-partners/heather_roche---specialist-headshot.png)
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.
![Diana Mao](/-/media/rj/rjl-advisor-sites/global/our-partners/diana_mao---specialist-headshot.png)
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).