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.
Eric Jozsa
Insurance Solutions

Eric Jozsa

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

  • Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
  • Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
  • Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.
It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan