Our Partners

Yannick Rivest
Financial Planning

Yannick Rivest

Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Fosters a holistic approach to financial planning, looking for blind spots and opportunities to ensure financial goals are met.
  • Over 15 years of industry experience including 8 years as a financial planner.
  • B.A. from UQUAM, financial planning license in Quebec through IQPF and CFP® designation from FP Canada.
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.
Diana Mao
Charitable Giving

Diana Mao

Associate Vice President, Charitable Giving Program
Solus Trust Company, an Affiliate of Raymond James

  • Works with families across Canada to facilitate their charitable gifts and advance their philanthropic goals.
  • Responsible for leading Raymond James’ client philanthropy program, a donor advised fund.
  • B.Sc. from the University of Waterloo, a member of the Canadian Association of Gift Planners (CAGP), Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P).
Marissa Lydynia
Estate & Trust Services

Marissa Lydynia

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

  • Delivers a practical but sensitive approach to handling all trust and estate related matters.
  • Responsible for estate, trust and incapacity planning services for Quebec based clients.
  • Bachelor of Commerce degree from McGill University and Bachelor of Law degree from the University of Montreal.
Annie Belanger
Insurance Solutions

Annie Belanger

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

  • Providing clients with innovative, tax-efficient insurance strategies to help manage finances and protect assets.
  • A highly experienced life insurance expert with over 30 years of dedicated service to her clients.
  • Master's degree in Taxation from Université Sherbrooke and a bachelor's degree in Administration from the University of Ottawa.