Our Partners

Jacqueline Knoblauch
Insurance Solutions

Jacqueline Knoblauch

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

  • Specialized in financial, estate and insurance planning primarily for incorporated business owners.
  • 14+ years of industry experience, including 8 years with Raymond James.
  • A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).
 
Ben Buckingham
Estate & Trust Services

Benjamin Buckingham

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James

  • Guides clients to ensure all necessary planning details are in order for the smooth, administration of their wishes.
  • Well versed in estate planning tools and strategies.
  • Law degree from the University of British Columbia, and Bachelor of Arts in Theatre from Trinity Western University.
Sonya Dolguina
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.