Financial Planning

Teresa Mok

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

• Works closely with clients to build a plan that will put them on track to achieving their financial goals.
• Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
• Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.

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.

Financial Planning

Yannick Rivest

Senior Financial Planner, Montreal IAS

• 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.

Insurance Solutions

Heather Roche

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

• Focuses on planning-based insurance protection solutions.
• Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
• A certified financial planner and chartered life underwriter.

Insurance Solutions

Jacqueline Knoblauch

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

• Specialized in financial, estate and insurance planning primarily for incorporated business owners.
• 14+ years of industry experience, including 8 years with Raymond James.
• A Certified Financial Planner (CFP^®) and Chartered Life Underwriter (CLU).

Insurance Solutions

Karine Orser

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

• Personable approach to building strong relationships with clients to help solve complex financial problems.
• Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
• A certified health insurance specialist with a diploma in business management.

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.

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).

Insurance Solutions

Eric Jozsa

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

• Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
• Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
• Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.

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).

Insurance Solutions

Stephen Miziolek

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

• Expertise in business succession planning, wealth preservation, tax minimization, critical illness, and long-term care.
• Helping individuals and businesses protect their income and assets through the critical stages of their financial lives.
• A certified life underwriter (CLU) with over 40 years experience.

Insurance Solutions

Greg Jizmejian

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

• Four decades of experience helping families protect the people and values they cherish most.
• Joined Raymond James in 2019 after 17 years as Vice President, Estate & Insurance Advisor at a bank owned firm.
• A University of Toronto Fine Arts graduate, Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) , Trust & Estate Practitioner designation (TEP), and Elder Planning Counselor.

Estate & Trust Services

Samantha Russell

Associate Vice President
Solus Trust Company

• Focuses on helping individuals and families navigate the complexities of estate planning, trust structuring, and estate administration.
• Consults with clients on the preparation of comprehensive estate plans, including executor solutions, trustee support, and powers of attorney for property.
• Approach is grounded in both technical expertise and a deep understanding of the personal dynamics that often accompany estate planning decisions.
• Has completed a Juris Doctor (law) degree and holds the Trust and Estate Practitioner (TEP) designation.

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.

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).

Estate & Trust Services

Riaan Botha

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

• Takes educating clients very seriously and makes it his mandate to look at their complete picture.
• Over 20 years experience in Estate and Trust services.
• Bachelor of commerce degree, bachelor of law degree, postgraduate diploma in taxation and member of the Society of Trust and Estate Practitioners (STEP).

Estate & Trust Services

Benjamin Buckingham

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James

• Guides clients to ensure all necessary planning details are in order for the smooth, administration of their wishes.
• Well versed in estate planning tools and strategies.
• Law degree from the University of British Columbia, and Bachelor of Arts in Theatre from Trinity Western University.