Our Partners
![Karine Orser](/-/media/rj/rjl-advisor-sites/global/our-partners/karine_orser---specialist-headshot.png)
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.
![Angela Carter](/-/media/rj/rjl-advisor-sites/global/our-partners/angela_carter---specialist-headshot.png)
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).
![Damian McGrath](/-/media/rj/rjl-advisor-sites/global/our-partners/damian_mcgrath---specialist-headshot.png)
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).
![Debbie Wong](/-/media/rj/rjl-advisor-sites/global/our-partners/debbie-wong-partner-headshot.jpg)
Tax Solutions
Debbie Wong
Vice President, 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.