Our Partners
![Damian McGrath](/-/media/rj/rjl-advisor-sites/global/our-partners/damian_mcgrath---specialist-headshot.png)
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).
![Diana Mao](/-/media/rj/rjl-advisor-sites/global/our-partners/diana_mao---specialist-headshot.png)
Charitable Giving
Diana Mao
Associate Vice President, Charitable Giving Program
Solus Trust Company, an Affiliate of Raymond James
- Works with families across Canada to facilitate their charitable gifts and advance their philanthropic goals.
- Responsible for leading Raymond James’ client philanthropy program, a donor advised fund.
- B.Sc. from the University of Waterloo, a member of the Canadian Association of Gift Planners (CAGP), Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P).
![Eric Jozsa](/-/media/rj/rjl-advisor-sites/global/our-partners/eric_jozsa---specialist-headshot.png)
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.
![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.
- THRIVE Private Wealth Suite 4100, 525 - 8th Ave SW Calgary, AB T2P 1G1
- T 403.221.0324
© 2024 Raymond James Ltd. All rights reserved.
Privacy Policy | Advisor Website Disclaimers | Manage Cookie Preferences
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2024 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement