AVP Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James
Damian McGrath is a Senior Trust Advisor of Raymond James Trust (Canada). He is responsible for the delivery of Estate and Trust services for Alberta, Saskatchewan, and Vancouver Island, BC. Prior to joining Raymond James, Damian worked in private legal practice and most recently held an Estate and Trust consultancy role for a bank-owned Trust company.
Damian is a member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners. He brings considerable experience and a practical approach to assisting clients with their estate, trust and legacy planning needs.
Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada)
Diana Mao is the Senior Advisor, Charitable Giving Program at Raymond James Trust (Canada). She works directly with Raymond James advisors and their clients to provide planned giving expertise with a focus on strategic charitable giving. Diana is also responsible for leading Raymond James’ client philanthropy program, a donor advised fund program in partnership with Raymond James Canada Foundation.
Diana has close to a decade of experience in the wealth management industry, including four years running the donor advised fund program at a large Canadian Financial Institution. She has worked with Investment Advisors and Counsellors and their high net worth clients, both individuals and families, across Canada on facilitating their charitable gifts and advancing their philanthropic goals.
With a strong background in charitable gift planning, Diana helps clients develop their charitable intentions while incorporating tax effective donation strategies as part of an overall wealth plan.
Diana received her B.Sc. from the University of Waterloo, is an active member of the Canadian Association of Gift Planners (CAGP), and holds the Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P) designations.
Group Benefits Advisor, Raymond James Ltd.
Eric Jozsa was recruited by the Raymond James Financial Planning team after working a number of years for a large group benefits third-party administrator. As a licensed Advisor, Eric Jozsa is capable of providing comprehensive solutions for his corporate clientele in the areas of group benefits, group retirement, personal/corporate insurance, employee wellness, and health spending accounts.
Approach to Group Benefits
Eric’s process for executing an effective Group Benefits plan starts with first assessing his clients’ corporate values. To Eric, the “Why” for implementing a group plan is just as important as the “How”. Once a mutual understanding of the short- and long-term goals for the company is established, the strategies for achieving those end results become very clear. This comprehensive approach has enabled Eric to become a well-respected leader in the industry.
Professional and Personal Commitments
Eric graduated from the University of Calgary with Honours in the field of Kinesiology. Through operating his own corporation for over a decade, Eric has experienced similar struggles to the typical business owner and he has applied that learning into how he consults with his prospective clients.
Eric was born in Edmonton, AB but was raised in Calgary where he became a true Flames fan. Along with watching/playing hockey, Eric’s most rewarding activity is spending time with his wife and their two boys.
Debbie Wong, CPA, CA, CRPC™
Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.
Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for-service model utilized in public practice.
As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high-net-worth clients toward practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or green card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the tax manager in Operations and then transferred to Private Client Solutions in 2013.
Prior to joining Raymond James, Debbie gained 10 years of experience working in public practice as an expatriate tax manager at a major international accounting firm, and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor™ (CRPC™) designation in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
In her free time, she enjoys relaxing and travelling with her husband, and takes a particular interest in nutrition and fitness methods to age backward.
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
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