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.
Patrice Wong partner head shot.

Patrice Wong, LL.M. Tax, CPA, CGA

Senior Manager, Tax Services, Raymond James Financial Planning Ltd.

Patrice oversees the Montréal Tax & Estate department where he helps our high-net-worth clients plan and achieve their overall tax objectives. He has over twenty years of diverse accounting, auditing and tax experience in practice and in industry, and has devoted more than fifteen years to the field of taxation. He has practiced with both Québec-based and international professional accountancy firms, is a member of CPA Québec, and holds a Master of Laws (Tax) from HEC Montréal / Université de Montréal.

Sami Nathoo
Financial Planning

Sami Nathoo

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Strives to demystify financial planning for clients through comprehensive financial plans.
  • With over 8 years of experience, Sami identifies weaknesses in a client’s financial position and suggests ways to improve them to meet their retirement objectives.
  • Completed his bachelor’s degree in Economical Sciences from the Université de Montréal.