Vice President & Executive Director, Raymond James Canada Foundation
As the Vice Preseident & Executive Director of the Raymond James Canada Foundation, Janine Davies directs the workplace giving and client philanthropy programs nationally for Raymond James Ltd, Canada’s largest independent brokerage firm. Under Janine’s leadership, the Foundation serves as a catalyst to mobilize the cumulative resources of Raymond James at both corporate and grassroots levels to make a meaningful impact in communities across the country.
Janine works directly with RJL advisors and their clients to develop personalized strategic giving plans that align with both their philanthropic and financial goals. Janine employs a donor-centric, consultative approach to philanthropy, working with accountants, lawyers, and estate planning advisors to craft customized solutions for each client.
In addition to her 25 years of experience in banking and finance, Janine is strongly committed to her community and a firm believer in the importance of stepping up as a leader in the public realm. She presently sits as special advisor to the board of Drug Free Kids Canada, and an active member of both Canadian Association of Gift Planners (CAGP) and on the Executive of the Estate Planning Council of Vancouver (EPCV).
See the Charitable Giving Program section for more information.
Estate Planning Advisor
Guiding your planning journey
You are looking for real answers, and a practical approach to grow and protect your wealth. I am part of a cohesive team of planners, advisors, and investment managers helping navigate the complexities of your personal and business needs. As part of Raymond James, I draw upon a team of accomplished professionals equipped with the right levels of experience, skills and qualifications to ensure your needs are met. We provide specialty advice on key planning areas including taxation, investment management, risk management and wealth preservation, retirement, business succession or transition and estate and trust planning.
Put my expertise to work for you
I am dedicated to providing clients with sound financial management advice - I take an in-depth look at your business, personal life, assets, finances, risks and influences to build and implement an actionable plan that should ultimately result in higher net worth, lower risk, smaller tax liabilities and clarity along the way.
I specialize in tax planning for small business owners, finding creative ways to keep as much of their hard earned money with them and their family. I also work with high net worth families who want to create and maintain financial legacies for their children, grandchildren and beyond.
Born and raised in the lower mainland, I graduated from the University of British Columbia in 2009 and have worked in the financial services industry ever since. My experience includes brokering high risk loans and mortgages, mutual fund and insurance sales as an independent advisor, being a senior planner for a bank owned firm and most notably as the national insurance specialist for Raymond James. My role as Estate Planning Advisor at Raymond James draws on all that experience and allows me to think about the financial situation of clients and their business as more than just numbers on a balance sheet, given my experience with both personal and corporate finances through different advisory positions.
Personally, my husband Jason and I have been together for over 10 years and live in the neighbourhood I grew up in. Our four year old twins, Audrey and William, have made me a better listener and strategic thinker, and I credit them for developing my ability to easily and with enjoyment, engage clients in conversation to really understand their family and business planning needs.
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 towards 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 ten 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 designation (CRPC®) 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 taking a particular interest in nutrition and fitness methods to age backwards.