Our Partners
![Yannick Rivest](/-/media/rj/rjl-advisor-sites/global/our-partners/yannick_rivest---specialist-headshot.png)
Financial Planning
Yannick Rivest
Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Fosters a holistic approach to financial planning, lookingfor 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](/-/media/rj/rjl-advisor-sites/global/our-partners/debbie-wong-partner-headshot.jpg)
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](/-/media/rj/rjl-advisor-sites/global/our-partners/diana_mao---specialist-headshot.png)
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](/-/media/rj/rjl-advisor-sites/global/our-partners/marissa_lydynia---specialist-headshot.png)
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](/-/media/rj/rjl-advisor-sites/global/our-partners/annie_belanger---specialist-headshot.png)
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.