Our Partners

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).

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.

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.