Customized strategies for business owners and entrepreneurs

Our Partners

Karine Orser
Insurance Solutions

Karine Orser

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

  • Personable approach to building strong relationships with clients to help solve complex financial problems.
  • Over 20 years’ experience focusing on life, critical illness, disability and group insurance, as well as individual and corporate tax solutions.
  • A certified health insurance specialist with a diploma in business management.
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.
Damian McGrath
Estate & Trust Services

Damian McGrath

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

  • A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
  • Over 20 years of industry experience in the following provinces: AB, SK, and BC.
  • Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Angela Carter
Financial Planning

Angela Carter

Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Works closely with clients to understand their unique financial situation, including their income, expenses, assets, liabilities, and investments.
  • Over 10 years experience specializing in wealth management, providing expertise that makes a significant difference in a clients’ financial success.
  • A Certified Health Insurance Specialist (CHS), and a Certified Financial Planner® (CFP).

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.