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

Marissa Lydynia

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

• Delivers a practical but sensitive approach to handling all trust and estate related matters.
• Responsible for estate, trust and incapacity planning services for Quebec based clients.
• Bachelor of Commerce degree from McGill University and Bachelor of Law degree from the University of Montreal.

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.

Insurance Solutions

Annie Belanger

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

• Providing clients with innovative, tax-efficient insurance strategies to help manage finances and protect assets.
• A highly experienced life insurance expert with over 30 years of dedicated service to her clients.
• Master's degree in Taxation from Université Sherbrooke and a bachelor's degree in Administration from the University of Ottawa.