Our Partners

Uriah Kane

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

Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
Educates clients and accountants on insurance solutions and how to integrate them into planning.
A certified financial planner (CFP) and a certified life insurance underwriter (CLU).

Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

Provides tax guidance and investment planning solutions to clients.
Over 15 years experience in cross border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
Specialized in working with U.S. citizens, cross-border trusts and estates, U.S. gift tax as well as tax planning for individuals with U.S. retirement plans.

Associate Vice President, Solus Trust Company

Samantha Russell is a dedicated trust and estate planning professional at Solus Trust Company.
Her work focuses on helping individuals and families navigate the complexities of estate planning, trust structuring, and estate administration with clarity, compassion, and precision.
Samantha consults with clients on the preparation of comprehensive estate plans, including executor solutions, trustee support, and powers of attorney for property.
Committed to professional excellence, Samantha holds the Trust and Estate Practitioner (TEP) designation and completed the STEP Canada Diploma with distinction. She is an active member of the Law Society of British Columbia and the Society of Trust and Estate Practitioners (STEP) Canada.

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

Emily grew up in Victoria and went on to pursue her education in the United States, attending college in Texas on an athletic scholarship before completing her Bachelor of Arts in Business Administration and Financial Planning & Wealth Management at the University of Jamestown in North Dakota in 2016.
She has been in the industry since 2018 working as a Financial Planner specializing in comprehensive planning for physicians, dentists and other professionals.
Outside of work, Emily enjoys spending time with her young daughter, which keeps her busy and brings her the most joy. When time allows, she also enjoys playing slow-pitch, walking the family dog, and spending time at the beach.