Our Partners

Damian McGrath
Estate & Trust Services

Damian McGrath

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

  • A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
  • Over 20 years of industry experience in the following provinces: AB, SK, and BC.
  • Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Eric Jozsa
Insurance Solutions

Eric Jozsa

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

  • Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
  • Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
  • Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.
Karine Orser
Insurance Solutions

Karine Orser

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

  • Personable approach to building strong relationships with clients to help solve complex financial problems.
  • Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
  • A certified health insurance specialist with a diploma in business management.
Patrice Wong partner head shot.

Patrice Wong, LL.M. Tax, CPA, CGA

Senior Manager, Tax Services, Raymond James Financial Planning Ltd.

  • Patrice oversees the Montréal Tax & Estate department where he helps our high-net-worth clients plan and achieve their overall tax objectives.
  • Has over twenty years of diverse accounting, auditing, and tax experience in practice and in industry, and has devoted more than fifteen years to the field of taxation.
  • Has practiced with both Québec-based and international professional accountancy firms, is a member of CPA Québec, and holds a Master of Laws (Tax) from HEC Montréal / Université de Montréal.
Sam Dutta
Insurance Solutions

Sam Dutta

Insurance Planning Specialist

  • Provides comprehensive insurance solutions (both new and Inforce block of businesses) to the clients of all advisors primarily for the Calgary IAS branch and select independent channels (IFS).
  • Advising on Life, Living benefits, Wealth, and Travel solutions to both family and business markets.
  • 8 years of industry experience. Designations include Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Registered Retirement Consultant (RRC).