Our Partners
Financial Planning
Teresa Mok
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Works closely with clients to build a plan that will put them on track to achieving their financial goals.
- Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
- Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.
Insurance Solutions
Uriah Kane
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
- Educates clients and accountants on insurance solutions and how to integrate them into planning.
- A certified financial planner (CFP) and a certified life insurance underwriter (CLU).
Estate & Trust Services
Samantha Russell
Associate Vice President
Solus Trust Company
- Focuses on helping individuals and families navigate the complexities of estate planning, trust structuring, and estate administration.
- Consults with clients on the preparation of comprehensive estate plans, including executor solutions, trustee support, and powers of attorney for property.
- Approach is grounded in both technical expertise and a deep understanding of the personal dynamics that often accompany estate planning decisions.
- Has completed a Juris Doctor (law) degree and holds the Trust and Estate Practitioner (TEP) designation.
Tax Solutions
Sonya Dolguina
Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)
- Educates and advises clients on tax-effective wealth management to help them meet their unique goals.
- Specialized in cross-border taxation, with years of experience advising on complex Canadian and U.S. tax matters.
- Sonya is a licensed CPA in both Canada and the US (Illinois) and is currently completing the rigorous 3-year Canadian in-depth Tax program.
