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.

Estate & Trust Services

Paula Lester

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

Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.

Sophisticated wealth management

Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
T 705.721.5919
F 705.721.5707
Map & Directions
Map & Directions

Elmvale Office 42 Queen Street West Elmvale, ON L0L 1P0
T 705.721.5919
F 705.721.5707
Map & Directions
Map & Directions

Midland Office 699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2
T 705.245.5919
F 705.721.5707
Map & Directions
Map & Directions

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.

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 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.

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.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Our Partners

Tax Solutions

Debbie Wong

Estate & Trust Services

Paula Lester

Always here for you