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 towards 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 ten 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 designation (CRPC®) in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
Zenon Zemluk, CFP®, FMA, CHS,
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Zenon Zemluk joined Raymond James Financial Planning Ltd as an Estate Planning Advisor in November 2013. He has been in the industry since 1999 and brings a wealth of experience in business/farm succession planning and individual risk management.
Approach to Financial Planning
Zenon understands that estate planning is not independent of other factors within a solid financial plan - his comprehensive approach involves working with clients' existing teams of financial and legal advisors to bring the maximum benefit to the client.
Professional and Personal Commitments
Zenon is a Certified Financial Planner and Certified Health Specialist and uses the knowledge from these to orchestrate a cohesive plan with the client’s goals and objective in the forefront always.
He is active in the community coaching hockey and soccer. He is married and has three children and enjoys summer travels with them.
Senior Trust Advisor, Raymond James Trust (Canada)
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.