Our Partners

Teresa Mok

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

Works closely with clients to build a plan that will put them on track to achieving their financial goals.
Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.

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.

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.

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

Specialized in financial, estate and insurance planning primarily for incorporated business owners.
14+ years of industry experience, including 8 years with Raymond James.
A Certified Financial Planner (CFP^®) and Chartered Life Underwriter (CLU).

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.

Private Client Group (PCG), Raymond James Ltd.

Oversees and manages all aspects of equities and options trading for the Private Client Group (PCG) at Raymond James Ltd.
Works with our financial advisors and portfolio managers to help source liquidity as well as provide alternative trading solutions and strategic guidance on a broad range of financial securities, both domestic and international.
Over 30 years of industry experience. Mike finished International Trade studies at BCIT and sat on various industry planning committees, regulatory panels and exchange working groups.