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
Stephen Miziolek
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Expertise in business succession planning, wealth preservation, tax minimization, critical illness, and long-term care.
- Helping individuals and businesses protect their income and assets through the critical stages of their financial lives.
- A certified life underwriter (CLU) with over 40 years experience.
