Our Partners

Debbie Wong
Tax Solutions

Debbie Wong

Vice President, 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.
Greg Jizmejian
Insurance Solutions

Greg Jizmejian

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

  • Guides and helps families protect the people and values they cherish most.
  • Over 22 years of industry experience including 17 years as Vice President, Estate & Insurance Advisor at a bank owned firm.
  • A Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Trust & Estate Practitioner designation (TEP).
Stephen Miziolek
Estate & Trust Services

Paula Lester

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

  • Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
  • Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
  • A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.