Our Partners

Debbie Wong
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.
Uriah Kane
Insurance Solutions

Uriah Kane

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

  • Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
  • Educates clients and accountants on insurance solutions and how to integrate them into planning.
  • A certified financial planner (CFP) and a certified life insurance underwriter (CLU).