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.
Senior Trust Advisor, Raymond James Trust (Canada)
Paula is a Senior Trust Advisor with Raymond James Trust (Canada). She is responsible for providing comprehensive estate, incapacity, and trust planning services to Ontario-based clients of Raymond James Ltd. Paula has worked in the Trust industry since 2017, prior to which she practiced as a family and estate litigator. Paula is passionate about using trust and estate services to protect clients and their families, and to avoid the unfortunate situations she witnessed as an estate litigator.
Paula is a graduate of the Juris Doctor program at Queen’s University, having graduated on the Dean’s Honour’s list. She also has a Bachelor of Arts, Honours, degree with a major in Psychology and a minor in English and Law, earning the University Medal for highest academic standing upon graduation from Carleton University. Paula also has her Trust and Estate Planning (TEP) designation.
Outside of the office, Paula likes staying active and is an avid runner and ultimate Frisbee player. She also enjoys giving back to her community through coaching and involvement in charitable work.
Jeff Meier has joined our team as an Estate Planning Advisor for Southwestern Ontario, working from the Steele Wealth Management location in Waterloo. Jeff’s passion and enthusiasm, coupled with his experience and knowledge of our business make him an excellent addition to our team. Jeff will work with our clients seeking estate planning advice and/or insurance solutions.
After an exciting career with the Canadian Forces, Jeff passionately pursued his interest in the financial services industry. After 2 years working corporately at a Canadian financial services company, he focused his energies within the insurance and estate planning areas for the past 15 years. Most recently, Jeff managed the Insurance, Estate and Group Benefits Division within one of the larger branches at a major independent Canadian financial institution.
Using his extensive industry knowledge, Jeff develops customized personal and corporate financial road maps for professionals, small businesses, and corporations seeking effective tax reduction, retirement planning and estate planning solutions, designed to minimize taxes and maximize personal and corporate asset and income positions.