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