Damian McGrath
AVP Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James
Damian McGrath is a Senior Trust Advisor of Raymond James Trust (Canada). He is responsible for the delivery of Estate and Trust services for Alberta, Saskatchewan, and Vancouver Island, BC. Prior to joining Raymond James, Damian worked in private legal practice and most recently held an Estate and Trust consultancy role for a bank-owned Trust company.
Damian is a member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners. He brings considerable experience and a practical approach to assisting clients with their estate, trust and legacy planning needs.
Debbie Wong, CPA, CA, CRPC™
Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.
Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for-service model utilized in public practice.
As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high-net-worth clients toward practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or green card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the tax manager in Operations and then transferred to Private Client Solutions in 2013.
Prior to joining Raymond James, Debbie gained 10 years of experience working in public practice as an expatriate tax manager at a major international accounting firm, and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor™ (CRPC™) designation in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
In her free time, she enjoys relaxing and travelling with her husband, and takes a particular interest in nutrition and fitness methods to age backward.
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, Pl. Fin., CRPC™
Senior Financial Planner, Raymond James Ltd.
Sami’s main objective at Raymond James Ltd. is to demystify financial planning for clients through comprehensive financial plans. After careful analysis of a client’s situation, he will provide strategies and recommendations with regards to tax, retirement, and estate planning. He may also point to weaknesses in a client’s financial position and suggest ways to improve them in order to meet the client’s retirement objectives.
Sami completed his bachelor’s degree in Economical Sciences from the Université de Montréal (2011) and has been working in the financial industry for over 8 years. He began his career as a Financial Services Manager with Bank of Montreal and as a Financial Planner with National Bank of Canada. Prior to joining Raymond James Ltd., he held a similar role with RBC Wealth Management Services.
Zenon Zemluk, CFP®, FMA, CHS,
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Professional Experience
Zenon Zemluk joined Raymond James Financial Planning Ltd as an Estate Planning Advisor in November 2013. He has been in the industry since 1999 and brings a wealth of experience in business/farm succession planning and individual risk management.
Approach to Financial Planning
Zenon understands that estate planning is not independent of other factors within a solid financial plan - his comprehensive approach involves working with clients' existing teams of financial and legal advisors to bring the maximum benefit to the client.
Professional and Personal Commitments
Zenon is a Certified Financial Planner and Certified Health Specialist and uses the knowledge from these to orchestrate a cohesive plan with the client’s goals and objective in the forefront always.
He is active in the community coaching hockey and soccer. He is married and has three children and enjoys summer travels with them.
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™.
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