Our Partners

Damian McGrath
Estate & Trust Services

Damian McGrath

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

  • A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
  • Over 20 years of industry experience in the following provinces: AB, SK, and BC.
  • Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Jacqueline Knoblauch
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).
Ben Buckingham
Estate & Trust Services

Benjamin Buckingham

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James

  • Guides clients to ensure all necessary planning details are in order for the smooth, administration of their wishes.
  • Well versed in estate planning tools and strategies.
  • Law degree from the University of British Columbia, and Bachelor of Arts in Theatre from Trinity Western University.
Parvathy Nair
Charitable Giving

Parvathy Nair

Associate Vice President, Charitable Giving Program Philanthropic Advisor

  • Extensive experience advising high-net-worth clients in international wealth management, with a focus on strategic philanthropy and impact investing.
  • Previously led philanthropic planning and managed an ultra-high-net-worth family’s impact investment portfolio across multiple jurisdictions.
  • Parvathy holds a law degree from the University of Mumbai, a post-graduate degree in International Development from the University of Edinburgh, and international human rights training from the University of Oxford.
Emily Newman
Financial Planning

Emily Newman, CFP ®

Senior Financial Planner

  • Bachelor of Arts in Financial Planning & Wealth Management as well as in Business Management.
  • Has been in the industry since 2018 creating comprehensive financial plans.
  • Passionate about working with clients and helping them to achieve their goals as well as to understand their financial picture.