Broker Check

Meet the Team

FINANCIAL COUNSEL THAT STANDS APART
look no further

We’ve found that our unique blend of storied experience and savvy knowledge puts us in a position to serve the most discerning clients. Well-suited for those seeking a first-class wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.

When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Wealth Advisors/Portfolio Managers

Wealth Advisor Associates - Trading and Research

Meet Our Specialists

Sonya Dolguina

Sonya Dolguina, CPA, CPA (IL)

Tax Consultant, Raymond James Financial Planning Ltd. (Canada)

Sam Kyriazis

Sam Kyriazis

Tax Consultant, Raymond James Financial Planning Ltd. (Canada)

Gary Chow

Gary Chow, CPA, CA

Tax Consultant, Raymond James Financial Planning Ltd. (Canada)

Jacqueline Knoblauch

Jacqueline Knoblauch

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

Parvathy Nair

Parvathy Nair

AVP - Charitable Giving Program, Solus Trust Company, an affiliate of Raymond James

Samantha Russell

Samantha Russell

AVP, Estate and Trust Solutions, Solus Trust Company

Still Have Questions? Let’s Connect.
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