Financial Planning, Insurance Trust, and Tax Experts
Tax Solutions
Debbie Wong
Vice President, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)
- Works with advisors to guide high net-worth clients toward practical solutions to their tax issues.
- Has expertise in Canadian and U.S. personal tax, tax issues affecting U.S. Citizens or green card holders, and cross-border tax.
- Debbie is CPA licensed and has earned the U.S. Chartered Retirement Planning CounselorTM (CRPCTM) designation.
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
Jacqueline Knoblauch
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).
Insurance Solutions
Uriah Kane
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
- Educates clients and accountants on insurance solutions and how to integrate them into planning.
- A certified financial planner (CFP) and a certified life insurance underwriter (CLU).
- Victoria 1175 Douglas Street Suite 1000 Victoria, BC V8W 2E1
- T 250.405.2434
- Map & Directions
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- Calgary 525-8th Ave SW Suite 4100 Calgary, AB T2P 1G1
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- Edmonton 10060 Jasper Avenue Suite 2300 Howard Place, Tower 1 Edmonton, AB T5J 3R8
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- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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