Our Partners

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.
Heather Roche
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.
Larbi Moumni
Investment management

Larbi Moumni, CFA®

VP, Head of Portfolio Advisory & Portfolio Manager, Raymond James Financial Planning Ltd. (Canada)

  • Larbi has been with Raymond James since 2015, where he serves as the Head of Portfolio Advisory and Portfolio Manager for various managed portfolios. He plays a crucial role in the advisory channel, addressing equity inquiries, providing portfolio construction solutions, and writing portfolio analyses.
  • In his role as Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence, and daily operations of the Guided Portfolios, as well as shaping investment strategies.
  • Prior to Raymond James, Larbi worked at JLL as a Debt Capital Markets Analyst and at Brookfield Renewable Energy as a Market Analyst. He holds a Bachelor of International Business from Carleton University’s Sprott School of Business, is a CFA® charterholder, and a registered portfolio manager.
Paula Lester
Estate & Trust Services

Paula Lester

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

  • Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
  • Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
  • A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.