Our Partners

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®).

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.

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.

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).