Our Partners

Uriah Kane partner head shot.

Uriah Kane, BA, CFP®, CLU

Insurance Planning Advisor, Raymond James Financial Planning Ltd.

Uriah Kane is a Tax & Estate Planning Specialist with Raymond James Financial Planning Ltd. Uriah’s central role with the firm is to provide advanced tax and estate planning solutions using a broad range of different insurance-related strategies. His attention to detail, ability to communicate, and desire to be of service to clients are all hallmarks of his professional practice.

Uriah was born in Duncan BC, and graduated from Mount Royal University in Calgary with a Bachelor’s degree in Policy Studies (a multi-disciplinary focus in Economics and Political Science), with a minor in Spanish, in April 2003.

In 2004, Uriah decided to pursue a career in financial services based on his keen interest in finance, and estate & tax planning. In addition to his 4-Year Bachelor’s degree, and since joining the industry, Uriah has successfully completed his Life License Qualification Program (LLQP), Exempt Market Product (EMP) curriculum, Compliance Officer (CO) training, and Canadian Investment Funds course. In addition, Uriah also holds the esteemed Certified Financial Planner (CFP), & Chartered Life Underwriter (CLU) designations.

Away from the office, Uriah also offers his time and expertise as an Advanced Case Study Grader with the Business Career College, and their Capstone Course, which is a mandatory curriculum requirement for candidates working towards their Certified Financial Planner (CFP) designation.

bio headshot Patricia Chartrand

Patricia Chartrand

Senior Trust Advisor
Raymond James Trust (Canada)

Patricia Chartrand is a Senior Trust Advisor working out of the Vancouver corporate office and servicing Advisors and their clients as well as our Correspondent Services clients in Vancouver and throughout the BC mainland.

Prior to joining Solus Trust, Patricia was a Trust and Estate Consultant for 10 years with CIBC Trust, building client relationships, assessing clients’ needs, and identifying and providing appropriate trust services to assist with the effective execution of trust services roles.

Among her prior work experience during her 22 years at the bank, she was a Sales Solution Lead and provided bilingual client service. She has extensive experience dealing directly with clients and various stakeholders as well as giving presentations.

She earned a B.A. in Economics and Political Science from the University of Prince Edward Island, and completed the IFC through CSI. She is fluent in English and French.

Debbie Wong partner head shot.

Debbie Wong, CPA, CA, CRPC™

Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.

Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for-service model utilized in public practice.

As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high-net-worth clients toward practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or green card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the tax manager in Operations and then transferred to Private Client Solutions in 2013.

Prior to joining Raymond James, Debbie gained 10 years of experience working in public practice as an expatriate tax manager at a major international accounting firm, and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor™ (CRPC™) designation in 2018 to expand her perspective on the unique planning needs of our cross-border clients.

In her free time, she enjoys relaxing and travelling with her husband, and takes a particular interest in nutrition and fitness methods to age backward.

Diana Mao 

Diana Mao

Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada)

Diana Mao is the Senior Advisor, Charitable Giving Program at Raymond James Trust (Canada). She works directly with Raymond James advisors and their clients to provide planned giving expertise with a focus on strategic charitable giving. Diana is also responsible for leading Raymond James’ client philanthropy program, a donor advised fund program in partnership with Raymond James Canada Foundation.

Diana has close to a decade of experience in the wealth management industry, including four years running the donor advised fund program at a large Canadian Financial Institution. She has worked with Investment Advisors and Counsellors and their high net worth clients, both individuals and families, across Canada on facilitating their charitable gifts and advancing their philanthropic goals.

With a strong background in charitable gift planning, Diana helps clients develop their charitable intentions while incorporating tax effective donation strategies as part of an overall wealth plan.

Diana received her B.Sc. from the University of Waterloo, is an active member of the Canadian Association of Gift Planners (CAGP), and holds the Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P) designations.

It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan