Our Partners

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.

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.

Teresa Mok 

Teresa Mok

Retirement & Financial Planning

Teresa joined Raymond James in 2016 and is a Senior Financial Planner with Raymond James’ national Financial Planning team. She works with advisors to help clients achieve their financial goals by developing personalized financial plans. Teresa takes a holistic approach to financial planning, considering all aspects related to retirement, education, tax, risk management, business and estate panning. In addition to her 4-year bachelor’s degree, she has obtained the Certified Financial Planner (CFP®) and the U.S. Chartered Retirement Planning Counselor (CRPC®) designations.