Our Partners
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.
Insurance Solutions
Greg Jizmejian
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Guides and helps families protect the people and values they cherish most.
- Over 22 years of industry experience including 17 years as Vice President, Estate & Insurance Advisor at a bank owned firm.
- A Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Trust & Estate Practitioner designation (TEP).
Larbi Moumni, CFA®
VP, Head of Portfolio Advisory & Portfolio Manager
As Head of Portfolio Advisory, Larbi Moumni has been a key contributor to Raymond James since 2015, holding the position of Portfolio Manager for the equity, fixed income, and balanced Raymond James Managed Portfolios. Since joining Raymond James, Larbi has been an integral part of the advisory channel, addressing equity-related inquiries, offering portfolio construction solutions, and writing insightful portfolio analyses. As a Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence on portfolio holdings, and daily operations of the Guided Portfolios, while also shaping and executing their investment strategies. Prior to Raymond James, Larbi worked as a Debt Capital Markets Analyst at JLL, managing commercial real estate debt placements, and previously worked as a Market Analyst at Brookfield Renewable Energy, focusing on power generation and infrastructure projects. Larbi holds a Bachelor of International Business from Carleton University's Sprott School of Business, is a CFA charterholder, and a registered portfolio manager.
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.
Financial Planning
Sami Nathoo
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Strives to demystify financial planning for clients through comprehensive financial plans.
- With over 8 years of experience, Sami identifies weaknesses in a client’s financial position and suggests ways to improve them to meet their retirement objectives.
- Completed his bachelor’s degree in Economical Sciences from the Université de Montréal.
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.
