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).

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).