Our Partners

Estate & Trust Services

Damian McGrath

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

A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
Over 20 years of industry experience in the following provinces: AB, SK, and BC.
Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).

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.

Providing customized services for discerning clients

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.