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 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.
Neil Friesen, CFP®
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Neil Friesen joined Raymond James Financial Planning Ltd., as an Estate Planning Advisor in April 2013. With more than 25 years of experience in the financial services industry, Neil Friesen advises clients on a broad range of insurance, retirement and estate planning strategies for individuals and corporations.
APPROACHES TO FINANCIAL PLANNING
Neil understands that serving clients’ insurance and estate planning needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As an Estate Planning Advisor for Raymond James in Alberta, Neil puts his clients – and their needs – first.
Neil has a passion for education and strives to ensure each client fully understands the concepts and strategies that they discuss. Neil’s “big picture” approach with his clients helps them to understand how all of the pieces of their plan will interconnect and move them closer to their personal and financial goals.
Neil also works with a variety of tax and estate planning professionals in the legal and accounting professions in order to assist his clients in the implementation of their plans.
PROFESSIONAL AND PERSONAL COMMITMENTS
Neil graduated from the University of Alberta in 1992 with a Bachelor’s degree in marketing and finance.
He additionally completed his Certified Financial Planning designation in 2004. A firm believer in continuing education, Neil enhances his experience through ongoing continuing education.
Originally from Duchess, AB, Neil currently resides in Calgary, AB. He enjoys spending time with his wife, Lisa and their children, Zach and Taylor. When he is not working with clients, you will find Neil at the golf course in the relentless pursuit to break 80 and supporting his children in their chosen passions.
Estate Planning Advisor, Raymond James Ltd.
Tyler Hahn joined Raymond James Financial Planning as an Insurance and Estate Planning Advisor in September 2018.
Since 2000, Tyler has been involved in various roles throughout the financial services industry, from banking and investments to financial planning and insurance. What has become clear through every role he has played is his desire to ask engaging questions, to listen intuitively and to develop logical solutions.
Having spoken to thousands of people over his career, Tyler is a strong public speaker who has presented to large national conventions, to executive boardrooms, and to families around the kitchen table.
Professional and Personal Commitments
Tyler is licensed to conduct business in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario and has been a holder of the Certified Financial Planning designation since 2004. He remains committed to education and is actively involved through industry advocacy groups which allow him to keep up to date with industry news and trends.
Tyler is a native southern Albertan and resides in Calgary with his wife and two daughters.
During his free time, he can be seen occasionally walking the golf course or cycling his way to work on weekdays and the backroads on the weekends. Other areas of interest include hiking and very amateur wood working – you need to leave something to enjoy for retirement!
My primary goal is to help people identify objectives that are important to them and to assist in the development of a plan to ensure that those objectives are realized.
Senior Trust Advisor, Raymond James Trust (Canada)
Damian McGrath is a Senior Trust Advisor of Raymond James Trust (Canada). He is responsible for the delivery of Estate and Trust services for Alberta, Saskatchewan, and Vancouver Island, BC. Prior to joining Raymond James, Damian worked in private legal practice and most recently held an Estate and Trust consultancy role for a bank-owned Trust company.
Damian is a member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners. He brings considerable experience and a practical approach to assisting clients with their estate, trust and legacy planning needs.