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
Clark Linton, CFA®, CRPC®
Senior Wealth Advisor, Portfolio Manager
Craig White, CIM®, FCSI®
Senior Wealth Advisor, Portfolio Manager
John Huggan, CIM®, FCSI®
Senior Wealth Advisor, Portfolio Manager
Meet Our Specialists
Sonya Dolguina, CPA, CPA (IL)
Tax Consultant, Raymond James Financial Planning Ltd. (Canada)
Sam Kyriazis
Tax Consultant, Raymond James Financial Planning Ltd. (Canada)
Gary Chow, CPA, CA
Tax Consultant, Raymond James Financial Planning Ltd. (Canada)
Robert An, CPA, FCCA (UK), CFP®, CLU, TEP, CIWM, CEPA, FEA
AVP, Wealth Planning & Tax Consulting
Jacqueline Knoblauch
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
Parvathy Nair
AVP - Charitable Giving Program, Solus Trust Company, an affiliate of Raymond James
Samantha Russell
AVP, Estate and Trust Solutions, Solus Trust Company