Estate & Trust Services

Damian McGrath

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

• A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
• Over 20 years of industry experience in the following provinces: AB, SK, and BC.
• Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).

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).

Insurance Solutions

Uriah Kane

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

• Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
• Educates clients and accountants on insurance solutions and how to integrate them into planning.
• A certified financial planner (CFP) and a certified life insurance underwriter (CLU).

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.

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.

Tax Solutions

Gary Chow

Tax Consulting

• Vancouver based tax consultant at Raymond James Ltd., bringing more than 20 years of cross-border tax planning experience.
• Prior to joining Raymond James, Gary was a principal with a mid-sized national accounting firm servicing Canadian and U.S. personal clients with a view to minimizing their overall global tax liabilities. Gary takes pride in explaining tax issues to clients to help them understand.
• Holds a CPA, CA, with a Bachelor of Commerce from UBC. Gary has completed all three levels of the CPA Canada In-Depth Tax Program.

Tax Solutions

Robert An

Associate Vice President, Wealth Planning & Tax Consulting

• Over 15 years of experience advising high-net-worth individuals, families, and business owners across Canada on advanced financial and tax planning.
• Holds multiple professional designations including CPA, FEA, FCCA (UK), CFP, CLU, TEP, CIWM, and CEPA, with a strong background in public accounting and financial services leadership.
• Actively contributes to the industry through board service with STEP Vancouver and volunteer work with FP Canada and CPA Canada’s Financial Literacy Program.

Charitable Giving

Parvathy Nair

Associate Vice President, Charitable Giving Program Philanthropic Advisor

• Extensive experience advising high-net-worth clients in international wealth management, with a focus on strategic philanthropy and impact investing.
• Previously led philanthropic planning and managed an ultra-high-net-worth family’s impact investment portfolio across multiple jurisdictions.
• Parvathy holds a law degree from the University of Mumbai, a post-graduate degree in International Development from the University of Edinburgh, and international human rights training from the University of Oxford.

Estate & Trust Services

Samantha Russell

Associate Vice President
Solus Trust Company

• Focuses on helping individuals and families navigate the complexities of estate planning, trust structuring, and estate administration.
• Consults with clients on the preparation of comprehensive estate plans, including executor solutions, trustee support, and powers of attorney for property.
• Approach is grounded in both technical expertise and a deep understanding of the personal dynamics that often accompany estate planning decisions.
• Has completed a Juris Doctor (law) degree and holds the Trust and Estate Practitioner (TEP) designation.