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 CounselorTM (CRPCTM) 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.
