Helping Families, Professionals & Business Owners Build, Protect & Transition Their Wealth

At Sofia Williams Wealth Management of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. With a full-service product offering, our team will customize the solutions for your unique needs and situation.

Total Wealth Solutions

Total Wealth Solutions

Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate:

  • Financial Planning
  • Investment Management
  • Insurance Solutions
  • Tax Solutions
  • Estate and Trust Services
  • Charitable Giving Strategies

A Partnership Focused On You

Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.

You +

Your Family +

Your Goals +

Your Wealth =

Life Well Planned

🖂 Start the Conversation today

Meet Your Advisory Team

Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.

Building a Successful Financial Future, Begins With Building a Successful Relationship

With a commitment to personalized service and strategic financial planning, Sofia helps individuals, families, and business owners navigate the complexities of wealth management. By leveraging top industry resources and collaborating with specialists in tax, estate planning, and risk management, she provides holistic, goal-driven strategies designed to grow and protect your wealth.

Sofia's approach is centered on understanding your unique financial goals and crafting customized investment and planning solutions that evolve with your needs. Whether you’re building your portfolio, preparing for retirement, or planning your legacy, Sofia is here to provide expert guidance every step of the way. Let’s work together to create a financial plan that aligns with your vision for the future.

Meet Our Specialists

Sonya Dolguina
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.
Karine Orser
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.
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).

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.