Our Partners
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.
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.
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.
- Filo Financial Solutions 605 - 2424 4 St SW Calgary, AB T2S 2T4
- T 403.457.9271
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
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