Our Partners
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.
Estate & Trust Services
Marissa Lydynia
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- Delivers a practical but sensitive approach to handling all trust and estate related matters.
- Responsible for estate, trust and incapacity planning services for Quebec based clients.
- Bachelor of Commerce degree from McGill University and Bachelor of Law degree from the University of Montreal.
Charitable Giving
Diana Mao
Associate Vice President, Charitable Giving Program
Solus Trust Company, an Affiliate of Raymond James
- Works with families across Canada to facilitate their charitable gifts and advance their philanthropic goals.
- Responsible for leading Raymond James’ client philanthropy program, a donor advised fund.
- B.Sc. from the University of Waterloo, a member of the Canadian Association of Gift Planners (CAGP), Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P).