Senior Trusts & Estates Counsel, Private Client Solutions
Janet Mason is Senior Trusts & Estates Counsel with Raymond James Ltd. She identifies strategies and potential considerations for high net worth individuals, and creates and delivers informative and entertaining presentations for Raymond James advisors and the public.
Prior to joining Raymond James in 2017, Janet was with a competitor where she successfully developed a similar role and, in the last year of her tenure, was responsible for her team’s process, professional development and deliverables. She regularly collaborated across divisions and led a special operations project involving various departments in Canada and the US.
Janet was one of less than ten in her Osgoode Hall Law School graduating class to achieve a specialized degree in litigation, dispute resolution and the administration of justice. Janet was also one of only 22 people in the province selected to complete articles by way of clerkship with the Ontario Superior Court of Justice. She was called to the Bar in 2006 and began her career as a litigator in private practice where she remained until 2014. Her focus was on business law and trusts and estates law. Janet has been published nationally on various legal topics and she has also taught law.
She acquired an extensive business background in the private sector prior to law school and has been an entrepreneur. Janet is a member of the Law Society of Ontario and the Canadian Bar Association.
CFP®, CLU, CH.F.C., TEP, EPC Estate Planning Advisor
Since 1985, Greg has been helping families protect the people and values they cherish most. In 2019, after 17 successful years as vice president, estate and insurance advisor at a bank owned investment firm, he joined Raymond James as their estate planning advisor for the GTA.
For more than 15 years, Greg has been an ardent supporter of JDRF. The fundraising team he founded, No More Pricks, has raised $100,000 and counting. In 2007, Greg began an annual fundraising bike ride from Toronto to Niagara, and he currently serves on the Toronto JDRF ride cabinet. A graduate in fine arts from the University of Toronto, Greg is a regular contributor to stage designs for performances in his church, and has a modest collection of paintings from his travels to Bali, Russia, Italy, Cuba, Armenia and India.
Greg is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C). Most recently, in 2017 he completed the Elder Planning Counselor program (EPC) and also achieved the Trust & Estate Practitioner designation (TEP).
Senior Estate Planning Advisor
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History from the University of Toronto, a Bachelor of Laws degree from Queen’s University and a Master of Laws in Taxation from Osgoode Hall. Trevor’s insights have been published in periodicals, journals, and newspapers across Canada and he has provided professional commentary for the Business News Network, among other media outlets. He also speaks regularly across the country for organizations such as STEP and Advocis. Trevor is a member of the Society of Trust and Estate Practitioners, the Canadian Tax Foundation, the Albany Club, and the Royal Canadian Military Institute. He is an Associate Member of CALU and is a member in good standing of the Law Society of Upper Canada, having been called to the Ontario Bar in 1996.