Meet Our Specialists

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.
Craig Thomas
Financial Planning

Craig Thomas

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

  • Works with clients to plan for their entire financial picture including; retirement, tax, risk management, and estate and trust planning.
  • 15 years of industry experience including 3 years with Raymond James.
  • A Registered Financial and Retirement Advisor (RFRA), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI).
Sam Dutta

Sam Dutta, CLU, CHS, RRC

Life Insurance Associate

  • Provides comprehensive insurance solutions (both new and inforce block of businesses) to the clients of all advisors primarily for the Calgary IAS branch and select independent channels (IFS).
  • Advising on Life + Living benefits insurance strategies to both personal and business markets.
  • 8 Years of industry experience. Designations include; Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Registered Retirement Consultant (RRC).
Damian McGrath
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).
Eric Jozsa
Insurance Solutions

Eric Jozsa

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

  • Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
  • Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
  • Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.