Our Partners
Craig Thomas, CFP®, CIM®, FCSI®
Financial Planner
I am a Financial Planner with the Raymond James Ltd. Retirement and Financial Planning Team. I help clients plan for all areas of their financial picture, including retirement planning, risk management planning, education funding, business planning, estate and trust planning, and tax planning.
I graduated from MacEwan University in Edmonton, Alberta and have also earned the Registered Financial and Retirement Advisor (RFRA) designation, the Chartered Investment Manager (CIM) designation, the Certified Financial Planner (CFP)designation and the Fellow of the Canadian Securities Institute (FCSI) designation.
Since joining the Financial Services Industry in 2009, I also earned the “Best of the Best” award 3 times, either as part of a team or individually.
I am married and have a son I enjoy spending time with. I also enjoy reading, watching movies and kickboxing.
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 CounselorTM (CRPCTM) designation.