Our Partners
Jacqueline Knoblauch, CFP®, CLU®
Insurance Planning Specialist
As a Swiss Canadian with accountants for parents, I don’t think my career comes as a surprise to anyone. Born and raised in the lower mainland, I graduated from the University of British Columbia in 2009 and have worked in the financial services industry ever since.
My experience includes brokering high risk loans and mortgages, mutual fund and insurance sales as an independent advisor, being a senior planner for a bank owned firm and as the national insurance specialist for Raymond James Financial Planning. My current role as Insurance Planning Advisor at Raymond James draws on all that experience and allows me to think about the financial situation of clients and their business as more than just numbers on a balance sheet, given my experience with both personal and corporate finances through different advisory positions. Currently, I sit on the board of the Vancouver Chapter of Advocis as their Advocacy Chair, working to have legal recognition in British Columbia for the use of the Financial Advisor title; this would be a step forward to bring clarity to Canadians when engaging a professional for advice.
Personally, my husband Jason and I have been married for over 10 years and still live in the neighbourhood I grew up in. As a parent to twins and a business owner, I fully understand the complexities surrounding personal and business finances as well as the intricacies and concerns that come with having a family to care for. For these reasons, the insurance and financial planning recommendations I make always keep those details top of mind.
Larbi Moumni, CFA®
VP, Head of Portfolio Advisory & Portfolio Manager
As Head of Portfolio Advisory, Larbi Moumni has been a key contributor to Raymond James since 2015, holding the position of Portfolio Manager for the equity, fixed income, and balanced Raymond James Managed Portfolios. Since joining Raymond James, Larbi has been an integral part of the advisory channel, addressing equity-related inquiries, offering portfolio construction solutions, and writing insightful portfolio analyses. As a Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence on portfolio holdings, and daily operations of the Guided Portfolios, while also shaping and executing their investment strategies. Prior to Raymond James, Larbi worked as a Debt Capital Markets Analyst at JLL, managing commercial real estate debt placements, and previously worked as a Market Analyst at Brookfield Renewable Energy, focusing on power generation and infrastructure projects. Larbi holds a Bachelor of International Business from Carleton University's Sprott School of Business, is a CFA charterholder, and a registered portfolio manager.