Senior Trusts & Estates Counsel, Private Client Solutions
Janet Mason is Senior Trusts & Estates Counsel with Raymond James Ltd. She identifies strategies and potential considerations for high net worth individuals, and creates and delivers informative and entertaining presentations for Raymond James advisors and the public.
Prior to joining Raymond James in 2017, Janet was with a competitor where she successfully developed a similar role and, in the last year of her tenure, was responsible for her team’s process, professional development and deliverables. She regularly collaborated across divisions and led a special operations project involving various departments in Canada and the US.
Janet was one of less than ten in her Osgoode Hall Law School graduating class to achieve a specialized degree in litigation, dispute resolution and the administration of justice. Janet was also one of only 22 people in the province selected to complete articles by way of clerkship with the Ontario Superior Court of Justice. She was called to the Bar in 2006 and began her career as a litigator in private practice where she remained until 2014. Her focus was on business law and trusts and estates law. Janet has been published nationally on various legal topics and she has also taught law.
She acquired an extensive business background in the private sector prior to law school and has been an entrepreneur. Janet is a member of the Law Society of Ontario and the Canadian Bar Association.
Estate Planning Advisor, Raymond James Financial Planning Ltd.
“As a financial planner, my primary objective is to direct a holistic approach to building a client’s financial roadmap. I don’t take that stewardship and responsibility lightly, and appreciate the opportunity to build & maintain the trust that’s been given to me by offering sound advice, continued service & unwavering professionalism.”
- Uriah Kane, BA, CFP, CLU
Uriah Kane is a Tax & Estate Planning Specialist with Raymond James Financial Planning Ltd. Uriah’s central role with the firm is to provide advanced tax and estate planning solutions using a broad range of different insurance-related strategies. His attention to detail, ability to communicate, and desire to be of service to clients are all hallmarks of his professional practice.
Uriah was born in Duncan BC, and graduated from Mount Royal University in Calgary with a Bachelor’s Degree in Policy Studies (a multi-disciplinary focus in Economics and Political Science), with a minor in Spanish, in April 2003.
In 2004, Uriah decided to pursue a career in financial services based on his keen interest in finance, and estate & tax planning. In addition to his 4-Year Bachelor’s Degree, and since joining the industry, Uriah has successfully completed his Life License Qualification Program (LLQP), Exempt Market Product (EMP) curriculum, Compliance Officer (CO) training, and Canadian Investment Funds course. In addition, Uriah also holds the esteemed Certified Financial Planner (CFP), & Chartered Life Underwriter (CLU) designations.
Away from the office, Uriah also offers his time and expertise as an Advanced Case Study Grader with the Business Career College, and their Capstone Course, which is a mandatory curriculum requirement for candidates working towards their Certified Financial Planner (CFP) designation.
Outside of work, Uriah is actively involved in a number of administrative roles with his church, and volunteers his time in the community as an Executive Director with the BC Thanksgiving Food Drive. For fun, Uriah enjoys playing golf, tennis & squash, participates in men’s league basketball, and enjoys spending time with his wife and three daughters in the outdoors.
Raymond James – Kelowna Corporate Office
Suite 500 – 1726 Dolphin Avenue, Kelowna BC, V1Y 9R9
Office Number: 250-979-2722
Executive Director, Raymond James Canada Foundation
As the Executive Director of the Raymond James Canada Foundation, Janine Davies directs the workplace giving and client philanthropy programs nationally for Raymond James Ltd, Canada’s largest independent brokerage firm. Under Janine’s leadership, the Foundation serves as a catalyst to mobilize the cumulative resources of Raymond James at both corporate and grassroots levels to make a meaningful impact in communities across the country.
Janine works directly with RJL advisors and their clients to develop personalized strategic giving plans that align with both their philanthropic and financial goals. Janine employs a donor-centric, consultative approach to philanthropy, working with accountants, lawyers, and estate planning advisors to craft customized solutions for each client.
In addition to her 25 years of experience in banking and finance, Janine is strongly committed to her community and a firm believer in the importance of stepping up as a leader in the public realm. She presently sits as special advisor to the board of Drug Free Kids Canada, and an active member of both Canadian Association of Gift Planners (CAGP) and on the Executive of the Estate Planning Council of Vancouver (EPCV).
See the Charitable Giving Program section for more information.
Senior Manager, Tax and Client Reporting, Raymond James Financial Planning Ltd.
Patrick Caffrey is a Senior Manager at Raymond James Ltd., where he and his team provide comprehensive tax services to clients who are individuals, corporations, trusts and estates. He also oversees the Canadian and US tax reporting provided to clients for their investments held at Raymond James.
Prior to joining Raymond James in 2012, Patrick was a manager at a boutique accounting firm providing tax planning and tax preparation services to small business owners/managers. He began his career at Ernst and Young’s Vancouver office providing assurance services to both private and public company clients. Patrick brings more than ten years of tax and assurance experience to his role.
Along with obtaining his Chartered Professional Accountant designation in 2010, Patrick has also completed the In-Depth Taxation Program provided by the Canadian Institute of Chartered Professional Accountants. He is currently a member of the Economic Advisory Committee for the City of Richmond, and previously has served as the Treasurer for Tennis BC.
Patrick resides in Richmond, BC with his wife and two children. Outside of work, he is an avid tennis player, an active cyclist and a long-distance runner.
Patrick is committed to providing high quality tax services to you and your family. If you are interested in having Raymond James prepare your tax return, or if you would like a private tax consultation, please contact the Willow Wealth Management team.