Our Partners
Estate & Trust Services
Marissa Lydynia
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- Delivers a practical but sensitive approach to handling all trust and estate related matters.
- Responsible for estate, trust and incapacity planning services for Quebec based clients.
- Bachelor of Commerce degree from McGill University and Bachelor of Law degree from the University of Montreal.
Insurance Solutions
Annie Belanger
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Providing clients with innovative, tax-efficient insurance strategies to help manage finances and protect assets.
- A highly experienced life insurance expert with over 30 years of dedicated service to her clients.
- Master's degree in Taxation from Université Sherbrooke and a bachelor's degree in Administration from the University of Ottawa.
Financial Planning
Yannick Rivest
Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Fosters a holistic approach to financial planning, looking for blind spots and opportunities to ensure financial goals are met.
- Over 15 years of industry experience including 8 years as a financial planner.
- B.A. from UQUAM, financial planning license in Quebec through IQPF and CFP® designation from FP Canada.
Parvath Nair
Philanthropic Advisor, Solus Trust Company, an affiliate of Raymond James
- Extensive experience with high-net-worth (HNW) clients and advisors in international wealth management.
- Before joining RJL in September 2024, she worked for an ultra-high-net-worth (UHNW) family, crafting their strategic philanthropic planning, and leading their impact investment portfolio across various international jurisdictions.
- Studied Law at the University of Mumbai and completed her postgraduate studies in International Development, focusing on Social Innovation, at the University of Edinburgh. She is also an international human rights lawyer, trained at the University of Oxford.