Financial Planning

Shuangshuang Kong

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

• Develops comprehensive financial plans for business owners and high net worth families.
• Over 10 years experience as a financial planner in private wealth management.
• Volunteer faculty member at CFP Canada Institute to coach aspiring financial planners. Holds her Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), and Trust and Estate Practitioner (TEP) designations.

Estate & Trust Services

Paula Lester

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

• Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
• Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
• A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, 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.

Insurance Solutions

Heather Roche

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

• Focuses on planning-based insurance protection solutions.
• Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
• A certified financial planner and chartered life underwriter.