Jacqueline Knoblauch, CFP®, CLU®
Insurance Planning Specialist
As a Swiss Canadian with accountants for parents, I don’t think my career comes as a surprise to anyone. Born and raised in the lower mainland, I graduated from the University of British Columbia in 2009 and have worked in the financial services industry ever since.
My experience includes brokering high risk loans and mortgages, mutual fund and insurance sales as an independent advisor, being a senior planner for a bank owned firm and as the national insurance specialist for Raymond James Financial Planning. My current role as Insurance Planning Advisor at Raymond James draws on all that experience and allows me to think about the financial situation of clients and their business as more than just numbers on a balance sheet, given my experience with both personal and corporate finances through different advisory positions. Currently, I sit on the board of the Vancouver Chapter of Advocis as their Advocacy Chair, working to have legal recognition in British Columbia for the use of the Financial Advisor title; this would be a step forward to bring clarity to Canadians when engaging a professional for advice.
Personally, my husband Jason and I have been married for over 10 years and still live in the neighbourhood I grew up in. As a parent to twins and a business owner, I fully understand the complexities surrounding personal and business finances as well as the intricacies and concerns that come with having a family to care for. For these reasons, the insurance and financial planning recommendations I make always keep those details top of mind.
Kevin Chen, CPA, CA
Senior Manager, Tax Services
Kevin is a Senior Manager of Tax Services at Raymond James. He and his team are dedicated to providing comprehensive tax services to individuals, trusts, estates, and corporations.
Prior to joining Raymond James, Kevin gained eight years of experience in public practice at a major international accounting firm and articled at a mid-size accounting firm where he was responsible for a full range of services including servicing high net worth clients and implementing tax minimization strategies.
Kevin is a Chartered Professional Accountant (CPA, CA), with a Bachelor’s of Commerce (Accounting) from the University of Alberta and he has completed all three levels of the In-Depth Tax Course provided by CPA Canada.
Senior Trust Advisor
Raymond James Trust (Canada)
Patricia Chartrand is a Senior Trust Advisor working out of the Vancouver corporate office and servicing Advisors and their clients as well as our Correspondent Services clients in Vancouver and throughout the B.C. mainland.
Prior to joining Raymond James Trust (Canada), Patricia was a Trust and Estate Consultant for 10 years with CIBC Trust, building client relationships, assessing clients’ needs, and identifying and providing appropriate trust services to assist with the effective execution of trust services roles.
Among her prior work experience during her 22 years at the bank, she was a Sales Solution Lead and provided bilingual client service. She has extensive experience dealing directly with clients and various stakeholders as well as giving presentations.
She earned a B.A. in Economics and Political Science from the University of Prince Edward Island, and completed the IFC through CSI. She is fluent in English and French.