Estate Planning Advisor, Raymond James Financial Planning Ltd.
Heather Roche is an Estate Planning Advisor for Eastern Ontario who collaborates with Financial Advisors to provide personalized solutions to clients concerning their financial, tax, estate and retirement planning needs.
Heather brings over 15 years of experience in the financial planning and insurance business, and has a proven track record as an established Estate Planner with a comprehensive approach to estate planning and insurance. Heather has been part of the Raymond James Estate Planning Advisory team for over eight years. Her focus is on developing financial plans for clients that incorporate insurance-based products and strategies, supporting financial advisors and interacting with clients. She works with clients from all walks of life and specializes in maximizing cash flow and retirement savings, in particular for clients who have corporations.
Heather is a graduate of Ryerson University and holds a Bachelor of Commerce. She is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and life insurance licensee in Ontario, British Columbia, Alberta & Nova Scotia.
Senior Estate Planning Advisor
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History from the University of Toronto, a Bachelor of Laws degree from Queen’s University and a Master of Laws in Taxation from Osgoode Hall. Trevor’s insights have been published in periodicals, journals, and newspapers across Canada and he has provided professional commentary for the Business News Network, among other media outlets. He also speaks regularly across the country for organizations such as STEP and Advocis. Trevor is a member of the Society of Trust and Estate Practitioners, the Canadian Tax Foundation, the Albany Club, and the Royal Canadian Military Institute. He is an Associate Member of CALU and is a member in good standing of the Law Society of Upper Canada, having been called to the Ontario Bar in 1996.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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