Meet Our Specialists

Teresa Mok
Financial Planning

Teresa Mok

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

  • Works closely with clients to build a plan that will put them on track to achieving their financial goals.
  • Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
  • Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.
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.
Jacqueline Knoblauch
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).
 
Patricia Chartrand
Estate & Trust Services

Patricia Chartrand

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James 

  • Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
  • Over 22 years of industry experience with a large Canadian Bank in BC.
  • B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
Ben Buckingham
Estate & Trust Services

Benjamin Buckingham

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James

  • Guides clients to ensure all necessary planning details are in order for the smooth, administration of their wishes.
  • Well versed in estate planning tools and strategies.
  • Law degree from the University of British Columbia, and Bachelor of Arts in Theatre from Trinity Western University.