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.

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.

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).