Our Partners

Annie Belanger
Insurance Solutions

Annie Belanger

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

  • Providing clients with innovative, tax-efficient insurance strategies to help manage finances and protect assets.
  • A highly experienced life insurance expert with over 30 years of dedicated service to her clients.
  • Master's degree in Taxation from Université Sherbrooke and a bachelor's degree in Administration from the University of Ottawa.
Sonya Dolguina
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.
Yannick Rivest
Financial Planning

Yannick Rivest

Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Fosters a holistic approach to financial planning, looking for blind spots and opportunities to ensure financial goals are met.
  • Over 15 years of industry experience including 8 years as a financial planner.
  • B.A. from UQUAM, financial planning license in Quebec through IQPF and CFP® designation from FP Canada.
Marissa Lydynia
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.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.