Our Partners

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 Counselor^TM (CRPC^TM) designation.

Estate & Trust Services

Paula Lester

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

• Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
• Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
• A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.