Our Partners

Debbie Wong partner head shot.

Debbie Wong, CPA, CA, CRPC™

Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.

Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for-service model utilized in public practice.

As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high-net-worth clients toward practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or green card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the tax manager in Operations and then transferred to Private Client Solutions in 2013.

Prior to joining Raymond James, Debbie gained 10 years of experience working in public practice as an expatriate tax manager at a major international accounting firm, and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor™ (CRPC™) designation in 2018 to expand her perspective on the unique planning needs of our cross-border clients.

In her free time, she enjoys relaxing and travelling with her husband, and takes a particular interest in nutrition and fitness methods to age backward.

Heather Roche
Insurance Solutions

Heather Roche

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

  • Focuses on planning-based insurance protection solutions.
  • Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
  • A certified financial planner and chartered life underwriter.
Larbi Moumni

Larbi Moumni, CFA®

VP, Head of Portfolio Advisory & Portfolio Manager

As Head of Portfolio Advisory, Larbi Moumni has been a key contributor to Raymond James since 2015, holding the position of Portfolio Manager for the equity, fixed income, and balanced Raymond James Managed Portfolios. Since joining Raymond James, Larbi has been an integral part of the advisory channel, addressing equity-related inquiries, offering portfolio construction solutions, and writing insightful portfolio analyses. As a Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence on portfolio holdings, and daily operations of the Guided Portfolios, while also shaping and executing their investment strategies. Prior to Raymond James, Larbi worked as a Debt Capital Markets Analyst at JLL, managing commercial real estate debt placements, and previously worked as a Market Analyst at Brookfield Renewable Energy, focusing on power generation and infrastructure projects. Larbi holds a Bachelor of International Business from Carleton University's Sprott School of Business, is a CFA charterholder, and a registered portfolio manager.

Stephen Miziolek
Estate & Trust Services

Paula Lester

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

  • Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
  • Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
  • A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.
Sami Nathoo partner head shot.

Sami Nathoo, Pl. Fin., CRPC™

Senior Financial Planner, Raymond James Ltd.

Sami’s main objective at Raymond James Ltd. is to demystify financial planning for clients through comprehensive financial plans. After careful analysis of a client’s situation, he will provide strategies and recommendations with regards to tax, retirement, and estate planning. He may also point to weaknesses in a client’s financial position and suggest ways to improve them in order to meet the client’s retirement objectives.

Sami completed his bachelor’s degree in Economical Sciences from the Université de Montréal (2011) and has been working in the financial industry for over 8 years. He began his career as a Financial Services Manager with Bank of Montreal and as a Financial Planner with National Bank of Canada. Prior to joining Raymond James Ltd., he held a similar role with RBC Wealth Management Services.