Our Partners

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.
Stephen Miziolek
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.
Paula Lester
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.



It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan