Meet Our Specialists
Tax Solutions
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.
Insurance Solutions
Jacqueline Knoblauch
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).
