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).
Debbie Wong
Tax Solutions

Debbie Wong

Vice President, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Works with advisors to guide high net-worth clients toward practical solutions to their tax issues.
  • Has expertise in Canadian and U.S. personal tax, tax issues affecting U.S. Citizens or green card holders, and cross-border tax.
  • Debbie is CPA licensed and has earned the U.S. Chartered Retirement Planning CounselorTM (CRPCTM) designation.
Larbi Moumni
Investment management

Larbi Moumni, CFA®

VP, Head of Portfolio Advisory & Portfolio Manager

As Head of Portfolio Advisory, Larbi Moumni has been a key contributor to Raymond James since 2015, holding the position of Portfolio Manager for the equity, fixed income, and balanced Raymond James Managed Portfolios. Since joining Raymond James, Larbi has been an integral part of the advisory channel, addressing equity-related inquiries, offering portfolio construction solutions, and writing insightful portfolio analyses. As a Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence on portfolio holdings, and daily operations of the Guided Portfolios, while also shaping and executing their investment strategies. Prior to Raymond James, Larbi worked as a Debt Capital Markets Analyst at JLL, managing commercial real estate debt placements, and previously worked as a Market Analyst at Brookfield Renewable Energy, focusing on power generation and infrastructure projects. Larbi holds a Bachelor of International Business from Carleton University's Sprott School of Business, is a CFA charterholder, and a registered portfolio manager.

Sami Nathoo
Financial Planning

Sami Nathoo

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

  • Strives to demystify financial planning for clients through comprehensive financial plans.
  • With over 8 years of experience, Sami identifies weaknesses in a client’s financial position and suggests ways to improve them to meet their retirement objectives.
  • Completed his bachelor’s degree in Economical Sciences from the Université de Montréal.
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