Filo Financial Solutions

Our Partners

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.
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.
Heather Roche
Insurance Solutions

Heather Roche

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

  • Focuses on planning-based insurance protection solutions.
  • Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
  • A certified financial planner and chartered life underwriter.