Customized strategies for business owners and entrepreneurs
Karine Orser, CHS
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Karine joined the Raymond James Financial Planning team in November 2019. With more than 15 years of experience in the insurance industry, Karine brings a wide variety of skills to the table, including but not limited to life, critical illness, disability and group insurance, as well as corporate tax solutions.
Karine takes a very personable approach to her clients. Karine thrives on solving complex financial problems to give the client the best plan possible, meaning no problem is too big or small to tackle.
Karine hails from Quebec and is fluent in both English and French. She enjoys being in the great outdoors with her husband Jeremy and their sons Basil and Hugo as well as their dog Dani.
Patrick Nurse, ACS, ALMI
Estate Planning Advisor Associate, Raymond James Financial Planning Ltd.
Joining the Raymond James Financial Planning team in November 2019, Patrick has a wide range of insurance experience, having worked for both insurance companies, MGAs and independent brokerages. He is well versed in the back office systems that these businesses run on and is responsible for tracking and processing all new business that comes in the door.
Originally from Toronto, Patrick is a newcomer to Alberta. He is multi-lingual, speaking German and Russian fluently, and is also an avid international traveller, a passion shared by his wife Mira and their son Andrew.
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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 Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member 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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