Estate & Trust Services

Damian McGrath

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

• A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
• Over 20 years of industry experience in the following provinces: AB, SK, and BC.
• Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).

Insurance Solutions

Karine Orser

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

• Personable approach to building strong relationships with clients to help solve complex financial problems.
• Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
• A certified health insurance specialist with a diploma in business management.

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.

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.