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.
Group Benefits Advisor, Raymond James Ltd.
Eric Jozsa was recruited by the Raymond James Financial Planning team after working a number of years for a large group benefits third-party administrator. As a licensed Advisor, Eric Jozsa is capable of providing comprehensive solutions for his corporate clientele in the areas of group benefits, group retirement, personal/corporate insurance, employee wellness, and health spending accounts.
Approach to Group Benefits
Eric’s process for executing an effective Group Benefits plan starts with first assessing his clients’ corporate values. To Eric, the “Why” for implementing a group plan is just as important as the “How”. Once a mutual understanding of the short- and long-term goals for the company is established, the strategies for achieving those end results become very clear. This comprehensive approach has enabled Eric to become a well-respected leader in the industry.
Professional and Personal Commitments
Eric graduated from the University of Calgary with Honours in the field of Kinesiology. Through operating his own corporation for over a decade, Eric has experienced similar struggles to the typical business owner and he has applied that learning into how he consults with his prospective clients.
Eric was born in Edmonton, AB but was raised in Calgary where he became a true Flames fan. Along with watching/playing hockey, Eric’s most rewarding activity is spending time with his wife and their two boys.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.