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. He was born in Duncan, BC on Vancouver Island, and graduated from Mount Royal University in Calgary in April 2003 with a Bachelor’s degree in Policy Studies (a multi-disciplinary focus in Political Science, Economics and Public Administration) with a minor in Spanish.
Keenly interested in money, finance & tax planning, Uriah decided to pursue a career in financial services in 2004. . Since joining the industry, he has successfully completed his Life License Qualification Program (LLQP), Exempt Market Product (EMP) course, Compliance Officer (CO) training, and Canadian Investment Funds course. Uriah also holds the esteemed Certified Financial Planner (CFP), & Chartered Life Underwriter (CLU) designations.
Uriah’s attention to detail, ability to communicate, and desire to be of service to his clients are all hallmarks of his professional practice.
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 the Certified Financial Planner (CFP) designation.
Uriah is actively involved in a number of volunteer administrative roles with his church, and he volunteers his time in the community as an Executive Director with the BC Thanksgiving Food Drive in Vernon, BC. For fun, he loves to play golf, tennis & squash, participates in men’s league basketball, and enjoys spending time with his wife and three young daughters in the outdoors.