Meet our Specialists

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.

Tax Solutions

Sam Kyriazis

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

• Provides tax guidance and investment planning solutions to clients.
• Over 15 years experience in cross border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
• Specialized in working with U.S. citizens, cross-border trusts and estates, U.S. gift tax as well as tax planning for individuals with U.S. retirement plans.

Insurance Solutions

Uriah Kane

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

• Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
• Educates clients and accountants on insurance solutions and how to integrate them into planning.
• A certified financial planner (CFP) and a certified life insurance underwriter (CLU).