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Our Team

VIJAY WEALTH

An expert team

Our team of experienced CFA®s, CFP®s, CPAs, JDs, and TEPs are passionate about providing the best possible service to clients.

Meet the Team

Direct Advisory

Anant Vijay

Anant Vijay, CFA, Kellogg MBA

Wealth Manager

Debbie Wong

Debbie Wong, CPA, CA, CRPC™

Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.

Deirdre O'Callaghan

Deirdre O'Callaghan, CSC;

Senior Investment Associate

Paula Lester

Paula Lester

Senior Trust Advisor, Raymond James Trust (Canada)

Sam Kyriazis

Sam Kyriazis

Manager, Tax Consulting

Sami Nathoo

Sami Nathoo, PL. FIN., CRPC™

Senior Financial Planner, Raymond James Ltd.

Shuangshuang Kong

 Shuangshuang Kong, M.SC, CFP®

Financial Planner

150+

That’s the number of team members behind us across operations, compliance, risk management, and other critical functions.

You get a dedicated personal advisory team, with the safety of a bank.

450+

That’s the number of team members behind us across operations, compliance, risk management, and other critical functions.

You get a dedicated personal advisory team, with the safety of a bank.

250+

That’s the number of team members behind us across operations, compliance, risk management, and other critical functions.

350+

That’s the number of team members behind us across operations, compliance, risk management, and other critical functions.

You get a dedicated personal advisory team, with the safety of a bank.

You get a dedicated personal advisory team, with the safety of a bank.

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No recommendation of any product or service would be made without a thorough review of an individu­al’s financial goals and risk tolerance. This in­formation is drawn from sources believed to be reliable but information accuracy is not guaranteed. Nor in providing it does Raymond James Ltd assume any liability.  Individual client port­folio performance may be different from that of the model performance due to timing of cash flows, etc. and the performance calculation of the model may be different than that of the index used as a refer­ence point for comparison. Past performance may not be repeated. Financial Advisors are not tax advisors. Raymond James is a member of the Canadian Investor Protection Fund. ©2024, Vijay Wealth.


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