Skip to content
twitterfacebookenvelope
  • T: 604.936.7529
  • TF: 866.936.7526
Schedule a Call
  • Home
  • How We Help
    • How We Help
    • Our Process
    • Investment Philosophy
    • Investment Strategies
    • Cross Border Services
    • Business Planning
    • Portfolio Management
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Fixed Income Services
    • Retirement Planning
    • Risk Management
    • Trust Services
  • Our Clients
    • Our Clients
    • Business Owners
    • Healthcare Professionals
    • Corporate Executives
    • Corporate Retirement Plans
    • Cross Border Clients
    • Retirees
    • Sudden Wealth
    • Families & Individuals
  • Your Team
    • Your Team
    • Gerry Scott
    • Dean Moro
    • Carson Hamill
    • Matthew Irving
    • Sandra Sorriento
    • Adam Fleming
    • Our Partners
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Knowledge Centre
  • Blog
  • Contact Us
  • Client Access
  • US Client Access
  • Snowbirds Wealth Management
    815 Brunette Avenue Coquitlam, BC V3K 1C5 T: 604.936.7529 TF: 866.936.7526
    Map and Directions Map and Directions
Snowbirds Wealth Management LogoSnowbirds Wealth Management Logo

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
Investment management

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.

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
Always here for you
Snowbirds Wealth Management LogoSnowbirds Wealth Management Logo
  • Snowbirds Wealth Management 815 Brunette Avenue Coquitlam, BC V3K 1C5
  • T 604.936.7529
  • TF 866.936.7526
  • Map & Directions
  • Map & Directions
twitterfacebookenvelope

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Please Click on the link below to acknowledge your consent to receive our newsletter via email.
I Consent
*You can withdraw your consent at any time by unsubscribing to our emails.

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

CIRO logoAdvisor Report logoCIPF logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences