Verified recordFinancial Services

Riaan Botha

Senior Trust Advisor at Raymond James Ltd

Based in Toronto, Canada

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Seniority

Manager

Department

Finance & Accounting

Location

Toronto

Industry

Financial Services

Company size

1.5K

Contact information

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Email

1 credit

r•••••••@raymondjames.ca

Phone

5 credits

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Background

About Riaan Botha

I am passionate people and innovation driven leader with more than 20 years experience in the Legal, Fiduciary, Insurance, Investment and Banking industries. My purpose is all about helping people transform into creative, innovative and effective specialists and/or leaders to unlock their full potential. I live by the value of Stewardship (Leave things better than how you found them) and influencing people to pay it forward by sharing and transferring their knowledge wherever they go. I am currently employed by Raymond James Trust in Toronto, Canada as a Senior Trust Advisor. This position provides me the ability to expand my knowledge as a global expert in the fiduciary, trust, tax, legal, investment and estate planning areas of expertise with a focus on the Canadian and USA markets. Prior to joining Raymond James, I was with Cidel Bank & Trust Inc. in Barbados as a Trust Manager managing a team of Senior Trust Officers responsible for the administration of a complex global book of trust and corporate clients. Prior to this I was the Head of Fiduciary Advice and Fulfilment at Absa Group (Previously Barclays Africa), a Pan-African Financial Services Group based out of South Africa. I managed a team of highly skilled Fiduciary Specialists that provide fiduciary advice, insurance technical advice, estate and trust administration advice and corporate and trust structuring advice. I was also responsible for the Wills Services division and constantly introduced new and innovative ways of delivering Wills. I managed the full spectrum of the Absa Fiduciary Advisory strategy, from the initial design of our fiduciary offering, the channel engagement, the marketing plan and implementation of the strategy within the Absa Group and through selected partnerships. Over a number of years my career traces a path through the legal, investment, insurance, banking and fiduciary services industries with a focus on tax, estate planning as well as local and offshore fiduciary advice. I am skilled in executive level leadership, business development, fiduciary advisory, company structuring, legal writing, tax, insurance, investments, corporate law, and estate planning. I constantly building my network and engaging with pears around the world to stay up to date with what is happening in an ever evolving industry.

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