Our Partners
![Debbie Wong](/-/media/rj/rjl-advisor-sites/global/our-partners/debbie-wong-partner-headshot.jpg)
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.
![Patricia Chartrand](/-/media/rj/rjl-advisor-sites/global/our-partners/patricia_chartrand---specialist-headshot.png)
Estate & Trust Services
Patricia Chartrand
Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James
- Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
- Over 22 years of industry experience with a large Canadian Bank in BC.
- B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
![Teresa Mok](/-/media/rj/rjl-advisor-sites/global/our-partners/teresa_mok---specialist-headshot.png)
Financial Planning
Teresa Mok
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Works closely with clients to build a plan that will put them on track to achieving their financial goals.
- Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
- Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.