Our Partners

Uriah Kane
Insurance Solutions

Uriah Kane

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

  • Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
  • Educates clients and accountants on insurance solutions and how to integrate them into planning.
  • A certified financial planner (CFP) and a certified life insurance underwriter (CLU).
Debbie Wong
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.
Sam Kyriazis
Tax Solutions

Sam Kyriazis

Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Provides tax guidance and investment planning solutions to clients.
  • Over 15 years experience in cross border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
  • Specialized in working with U.S. citizens, cross-border trusts and estates, U.S. gift tax as well as tax planning for individuals with U.S. retirement plans.
Patricia Chartrand partner head shot. 

Patricia Chartrand

Senior Trust Advisor, Raymond James Trust (Canada).

Patricia Chartrand is a Senior Trust Advisor working out of the Vancouver corporate office and servicing Advisors and their clients as well as our Correspondent Services clients in Vancouver and throughout the BC mainland.

Prior to joining Raymond James Trust (Canada), Patricia was a Trust and Estate Consultant for 10 years with CIBC Trust, building client relationships, assessing clients’ needs, and identifying and providing appropriate trust services to assist with the effective execution of trust services roles.

Among her prior work experience during her 22 years at the bank, she was a Sales Solution Lead and provided bilingual client service. She has extensive experience dealing directly with clients and various stakeholders as well as giving presentations.

She earned a B.A. in Economics and Political Science from the University of Prince Edward Island, and completed the IFC through CSI. She is fluent in English and French.

 

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