Our Partners

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 Counselor^TM (CRPC^TM) designation.

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).

Providing customized services for discerning clients

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

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 (CIPF).

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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