Our Partners

Debbie Wong
Tax Solutions

Debbie Wong

Vice President, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Works with advisors to guide high net-worth clients toward practical solutions to their tax issues.
  • Has expertise in Canadian and U.S. personal tax, tax issues affecting U.S. Citizens or green card holders, and cross-border tax.
  • Debbie is CPA licensed and has earned the U.S. Chartered Retirement Planning CounselorTM (CRPCTM) designation.
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.

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.
Harvey Libby 

Harvey Libby, PPN

Head Trader, Fixed Income

Harvey is responsible for the day-to-day trading of Fixed Income products for the Private Client Solutions group. He has almost 40 years of experience trading in financial markets, first starting out as an Equity Trader at Dean Witter Reynolds in the 1980s. After managing their Canadian retail Equity desk for five years, Harvey began trading Fixed Income for Dean Witter, then its successor firms (Midland Walwyn, Merrill Lynch, CIBC Wood Gundy). Prior to joining Raymond James, Harvey managed CIBC Wood Gundy’s Retail Fixed Income desk for 10 years. Harvey brought his wealth of experience to Raymond James in 2010, holding various positions including Manager, Fixed Income and Vice President, Fixed Income and Currencies.

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.
Sam Kyriazis
Tax Solutions

Sam Kyriazis

Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Provides tax guidance and investment planning solutions to clients.
  • Over 15 years experience in cross border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
  • Specialized in working with U.S. citizens, cross-border trusts and estates, U.S. gift tax as well as tax planning for individuals with U.S. retirement plans.
Sophisticated wealth management