Damian McGrath
Estate & Trust Services

Damian McGrath

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

  • A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
  • Over 20 years of industry experience in the following provinces: AB, SK, and BC.
  • Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Larbi Moumni
Investment management

Larbi Moumni, CFA®

VP, Head of Portfolio Advisory & Portfolio Manager, Raymond James Financial Planning Ltd. (Canada)

  • Larbi has been with Raymond James since 2015, where he serves as the Head of Portfolio Advisory and Portfolio Manager for various managed portfolios. He plays a crucial role in the advisory channel, addressing equity inquiries, providing portfolio construction solutions, and writing portfolio analyses.
  • In his role as Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence, and daily operations of the Guided Portfolios, as well as shaping investment strategies.
  • Prior to Raymond James, Larbi worked at JLL as a Debt Capital Markets Analyst and at Brookfield Renewable Energy as a Market Analyst. He holds a Bachelor of International Business from Carleton University’s Sprott School of Business, is a CFA® charterholder, and a registered portfolio manager.
Zenon Zemluk
Insurance Solutions

Zenon Zemluk

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

  • Helping to navigate the if’s in life for families and business owners.
  • Over 25 years of industry experience.
  • A Certified Financial Planner (CFP®) and Certified Health Specialist (CHS).

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

Sophisticated wealth management