Zenon Zemluk, CFP®, FMA, CHS,
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Zenon Zemluk joined Raymond James Financial Planning Ltd as an Estate Planning Advisor in November 2013. He has been in the industry since 1999 and brings a wealth of experience in business/farm succession planning and individual risk management.
Approach to Financial Planning
Zenon understands that estate planning is not independent of other factors within a solid financial plan - his comprehensive approach involves working with clients' existing teams of financial and legal advisors to bring the maximum benefit to the client.
Professional and Personal Commitments
Zenon is a Certified Financial Planner and Certified Health Specialist and uses the knowledge from these to orchestrate a cohesive plan with the client’s goals and objective in the forefront always.
He is active in the community coaching hockey and soccer. He is married and has three children and enjoys summer travels with them.
Janine Davies, MBA
Vice President & Executive Director, Raymond James Canada Foundation
As the Executive Director of the Raymond James Canada Foundation, Janine Davies directs the workplace giving and client philanthropy programs nationally for Raymond James Ltd, Canada’s largest independent brokerage firm. Under Janine’s leadership, the Foundation serves as a catalyst to mobilize the cumulative resources of Raymond James at both corporate and grassroots levels to make a meaningful impact in communities across the country.
Janine works directly with RJL advisors and their clients to develop personalized strategic giving plans that align with both their philanthropic and financial goals. Janine employs a donor-centric, consultative approach to philanthropy, working with accountants, lawyers, and estate planning advisors to craft customized solutions for each client.
In addition to her 25 years of experience in banking and finance, Janine is strongly committed to her community and a firm believer in the importance of stepping up as a leader in the public realm. She presently sits as special advisor to the board of Drug Free Kids Canada, and an active member of both Canadian Association of Gift Planners (CAGP) and on the Executive of the Estate Planning Council of Vancouver (EPCV).