Building and preserving wealth at every life stage
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. With Joseph D. Boushaba 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. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
Joseph D. Boushaba, CIM®
Joseph D. Boushaba is a seasoned financial advisor with over two decades of industry experience. Currently residing in Kanata, Ontario, Joseph has a rich history of living in various parts of Canada, including the Greater Montreal area for 30 years and Oakville, Ontario for 3 years.
Joseph’s career is marked by his work with major firms such as BMO Nesbitt Burns, CIBC Asset Management, and most recently, Fisher Investments Canada. His expertise and dedication have made him a trusted advisor in the financial sector. Joseph went to École Polytechnique de Montréal in Electrical Engineering, showcasing his strong technical background and analytical skills.
Joseph strongly believes in holding a fiduciary duty to his clients, always putting their interests ahead of his own. He is totally unbiased towards any single investment vehicle or product, ensuring that his recommendations are always the most appropriate for his clients’ needs. Values of transparency, integrity, and professionalism are very important to him.
Outside of his professional life, Joseph is a regular tennis player, usually on the court at 7 am three to four times a week, competing at both club and provincial levels. He is also a devoted husband and father of three children. Joseph loves traveling and has a passion for exploring diverse cultures and places. He cherishes spending time with his family in the evenings and on weekends. Looking ahead, Joseph aspires to travel internationally to compete on the ITF tour in countries like Spain, Italy, and Japan, once his children have all reached college.
Joseph is trilingual, speaking English, French, and Arabic fluently, which enhances his ability to connect with a diverse range of clients and cultural backgrounds.
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.
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.
Tax Solutions
Sonya Dolguina, CPA®
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.
Tax Solutions
Sam Kyriazis, BComm
Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)
- Provides tax guidance and investment planning solutions to clients.
- Over 15 years experience in cross border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
- Specialized in working with U.S. citizens, cross-border trusts and estates, U.S. gift tax as well as tax planning for individuals with U.S. retirement plans.
Financial Planning
Shuangshuang Kong, M.Sc., CFP®
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Develops comprehensive financial plans for business owners and high net worth families.
- 9+ years experience as a financial planner in private wealth management.
- Volunteer faculty member at CFP Canada Institute to coach aspiring financial planners. Holds her Certified Financial Planner designation (CFP®).
Insurance Solutions
Heather Roche, BComm, CFP®, CLU
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.
Estate & Trust Services
Paula Lester, JD, TEP
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.
Learn more about us
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