Our Partners
Debbie Wong, CPA, CA, CRPC™
Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.
Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for-service model utilized in public practice.
As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high-net-worth clients toward practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or green card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the tax manager in Operations and then transferred to Private Client Solutions in 2013.
Prior to joining Raymond James, Debbie gained 10 years of experience working in public practice as an expatriate tax manager at a major international accounting firm, and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor™ (CRPC™) designation in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
In her free time, she enjoys relaxing and travelling with her husband, and takes a particular interest in nutrition and fitness methods to age backward.
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
Senior Trust Advisor
Raymond James Trust (Canada)
Patricia Chartrand is a Senior Trust Advisor working out of the Vancouver corporate office and servicing Advisors and their clients as well as our Correspondent Services clients in Vancouver and throughout the BC mainland.
Prior to joining Solus Trust, Patricia was a Trust and Estate Consultant for 10 years with CIBC Trust, building client relationships, assessing clients’ needs, and identifying and providing appropriate trust services to assist with the effective execution of trust services roles.
Among her prior work experience during her 22 years at the bank, she was a Sales Solution Lead and provided bilingual client service. She has extensive experience dealing directly with clients and various stakeholders as well as giving presentations.
She earned a B.A. in Economics and Political Science from the University of Prince Edward Island, and completed the IFC through CSI. She is fluent in English and French.
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, CPA, CPA (IL)
Manager, Tax Consulting
Sonya Dolguina is a North Vancouver based Tax Consulting Manager at Raymond James Ltd., servicing advisors across the country. Sonya specializes in cross-border taxation, with years of experience advising on complex Canadian and US tax matters. Sonya has a passion for educating people about tax-effective financial management to help people meet their unique goals.
Sonya is a licensed CPA in both Canada and the US (Illinois), and is completing the rigorous 3 year Canadian In-Depth Tax Program in 2024. She holds a Bachelor of Business Administration in Accounting from Kwantlen Polytechnic University.
Prior to joining Raymond James, Sonya was a global mobility tax manager at one of the Big 4 accounting firms. She serviced multi-national corporate clients and their mobile employees, working with people across the world. Sonya was also part of the firm’s national Rewards practice, where she gained a unique expertise in cross-border equity compensation taxation.
In her spare time, Sonya enjoys hiking with her dog in the beautiful North Shore mountains and exploring the province.
Sam Kyriazis
Manager, Tax Consulting
Sam is a Manager in the Raymond James Ltd. Tax Consulting team servicing the Toronto region. Sam has over 15 years of experience in cross-border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
Prior to joining Raymond James, Sam was a manager at one of the “Big 4” accounting firms in their global mobility tax group. Sam has also previously worked at a smaller boutique firm servicing Canadian and U.S. high-net worth families and small business owners.
Sam specializes in providing tax guidance and investment planning solutions for cross-border individuals such as US citizens and green card holders, cross-border trusts and estates, US gift tax as well as tax planning for individuals with US retirement plans. Sam holds a Bachelor of Commerce degree from the Toronto Metropolitan University.
In his spare time Sam enjoys travelling with his wife and two children, as well as volunteering in various community initiatives.
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