Our Partners

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.

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.

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).

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 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).