Estate & Trust Services

Damian McGrath

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

• A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
• Over 20 years of industry experience in the following provinces: AB, SK, and BC.
• Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).

Insurance Solutions

Zenon Zemluk

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

• Helping to navigate the if’s in life for families and business owners.
• Over 25 years of industry experience.
• A Certified Financial Planner (CFP®) and Certified Health Specialist (CHS).

Financial Planning

Craig Thomas

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

• Works with clients to plan for their entire financial picture including; retirement, tax, risk management, and estate and trust planning.
• 15 years of industry experience including 3 years with Raymond James.
• A Registered Financial and Retirement Advisor (RFRA), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI).

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).