Our Specialists

Yannick Rivest
Financial Planning

Yannick Rivest

Senior Financial Planner, Montreal IAS

  • 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.
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.
Parvathy Nair
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.
Matthew Cowie
Equity Capital Markets

Matthew Cowie

Director, Equity Capital Markets

  • Focused on equity financings, capital raising and investment opportunities across a broad range of sectors
  • Works closely with corporate issuers, institutional investors and Raymond James financial advisors to identify and execute opportunities for clients
  • ~20 years of industry experience in progressively senior roles in major financial centers in the USA and Canada
  • BA (McGill), MBA and MSF (Boston College)