Michelle Connolly brings over two decades of experience in the wealth, insurance, estate, and trust planning industry
Raymond James, the Canadian arm of North American investment dealer Raymond James Financial Inc., has announced the appointment of Michelle Connolly, as head of Financial Planning and Insurance Solutions within its Wealth Solutions group.
Connolly will work closely with the leadership team and in-house specialists to enhance the delivery of Raymond James' Total Wealth Solutions. This includes financial planning, insurance, and tax consultancy, focusing on supporting the firm's corporate and independent advisor networks and their client families.
Connolly, a CPA, CA, CFP, TEP, and FEA, brings over two decades of experience in the wealth, insurance, estate, and trust planning industry.
Her career includes roles in private practice at a large multinational accounting firm and her most recent position as senior vice-president, Advanced Wealth/Tax and Estate Planning for another Canadian wealth management firm.
“[Her] strong leadership and mentorship, along with her proactive approach to delivering customized client solutions, make her an excellent fit for this role,” said Jennifer Hodgson, SVP, head of Wealth Solutions, RJL, and CEO, Solus Trust Company/Raymond James Trust (Québec).
"We are thrilled to welcome Michelle and look forward to her contributions in supporting our Total Wealth Solutions,” said Jamie Coulter, CEO.
Connolly shared her enthusiasm about joining Raymond James, noting, “It's an exciting time to join a firm I have long admired for its inclusive culture, engaging executive team, belief in independence, and commitment to putting clients first.”
“I look forward to working with Raymond James advisors to provide Total Wealth Solutions that meet their clients' evolving needs while contributing to the firm's growth in Canada.”
