Meet Our Specialists

Robert An
Tax Solutions

Robert An

Associate Vice President, Wealth Planning & Tax Consulting

  • Over 15 years of experience advising high-net-worth individuals, families, and business owners across Canada on advanced financial and tax planning.
  • Holds multiple professional designations including CPA, FEA, FCCA (UK), CFP, CLU, TEP, CIWM, and CEPA, with a strong background in public accounting and financial services leadership.
  • Actively contributes to the industry through board service with STEP Vancouver and volunteer work with FP Canada and CPA Canada’s Financial Literacy Program.
Michelle Podorieszach
Financial Planning

Michelle Podorieszach

Senior Financial Planner, Calgary IAS

  • Partners with clients to create tailored financial plans, designed to achieve their desired outcomes.
  • Offers a holistic financial planning approach, encompassing retirement, education, tax, risk management, estate planning, and other relevant areas.
  • Certified Financial Planner (CFP®)
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).
Craig Coulson
Estate & Trust Services

Craig Coulson

Senior Trust Advisor, Estate and Trust Solutions

  • Over a decade of experience in trusts and estates, specializing in fiduciary services and wealth management for clients in Alberta.
  • Extensive background in estate, trust, and incapacity planning, including senior roles with a bank-owned trust company and 11 years as Supervisor with the Public Guardian and Trustee of Alberta.
  • Holds a Bachelor of Arts degree from Simon Fraser University and is a member of the Society of Trust and Estate Practitioners (STEP) Canada.
Karine Orser
Insurance Solutions

Karine Orser

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

  • Personable approach to building strong relationships with clients to help solve complex financial problems.
  • Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
  • A certified health insurance specialist with a diploma in business management.
Eric Jozsa
Insurance Solutions

Eric Jozsa

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

  • Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
  • Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
  • Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.