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.

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.

Financial Planning

Yannick Rivest

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

• Fosters a holistic approach to financial planning, looking for blind spots and opportunities to ensure financial goals are met.
• Over 15 years of industry experience including 8 years as a financial planner.
• B.A. from UQUAM, financial planning license in Quebec through IQPF and CFP® designation from FP Canada.