Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.
Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for service model utilized in public practice.
As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high net worth clients towards practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or Green Card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the Tax Manager in Operations and then transferred to Private Client Solutions in 2013.
Prior to joining Raymond James, Debbie gained ten years of experience working in public practice as an expatriate tax manager at a major international accounting firm and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor designation (CRPC®) in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
In her free time, she enjoys relaxing and travelling with her husband, and taking a particular interest in nutrition and fitness methods to age backwards.
Senior Trust Advisor, Raymond James Trust (Canada)
David holds a Bachelor of Commerce degree from the John Molson School of Business, a Bachelor of Laws degree from the University of Montreal, and he is working towards his certification by the Society of Trust and Estate Practitioners. Over the course of his career, he has served his clients as both an attorney in private practice, and as a trust officer at one of Canada’s largest financial institutions and trust companies. In addition, his experience in management as a partner at a law firm and in other roles has given him particular insight into the realities faced by private business owners.
David is a Senior Trust Advisor at Raymond James Trust (Canada), (“RJTC’’), responsible for the administration of accounts in which RJTC is providing support services or is appointed as executor, trustee, and/or power of attorney. He is responsible for client services for the Quebec City region and BC mainland.
Beyond his work at Raymond James, David also serves on the board of directors of I Can Dream Theatre, a Montreal based charity, which provides adults with special needs the opportunities to develop their talents in the performing arts.
Estate Planning Advisor, Raymond James Financial Planning Ltd.
“As a financial planner, my primary objective is to direct a holistic approach to building a client’s financial roadmap. I don’t take that stewardship and responsibility lightly, and appreciate the opportunity to build & maintain the trust that’s been given to me by offering sound advice, continued service & unwavering professionalism.”
- Uriah Kane, BA, CFP, CLU
Uriah Kane is a Tax & Estate Planning Specialist with Raymond James Financial Planning Ltd. Uriah’s central role with the firm is to provide advanced tax and estate planning solutions using a broad range of different insurance-related strategies. His attention to detail, ability to communicate, and desire to be of service to clients are all hallmarks of his professional practice.
Uriah was born in Duncan BC, and graduated from Mount Royal University in Calgary with a Bachelor’s Degree in Policy Studies (a multi-disciplinary focus in Economics and Political Science), with a minor in Spanish, in April 2003.
In 2004, Uriah decided to pursue a career in financial services based on his keen interest in finance, and estate & tax planning. In addition to his 4-Year Bachelor’s Degree, and since joining the industry, Uriah has successfully completed his Life License Qualification Program (LLQP), Exempt Market Product (EMP) curriculum, Compliance Officer (CO) training, and Canadian Investment Funds course. In addition, Uriah also holds the esteemed Certified Financial Planner (CFP), & Chartered Life Underwriter (CLU) designations.
Away from the office, Uriah also offers his time and expertise as an Advanced Case Study Grader with the Business Career College, and their Capstone Course, which is a mandatory curriculum requirement for candidates working towards their Certified Financial Planner (CFP) designation.
Outside of work, Uriah is actively involved in a number of administrative roles with his church, and volunteers his time in the community as an Executive Director with the BC Thanksgiving Food Drive. For fun, Uriah enjoys playing golf, tennis & squash, participates in men’s league basketball, and enjoys spending time with his wife and three daughters in the outdoors.
Raymond James – Kelowna Corporate Office
Suite 500 – 1726 Dolphin Avenue, Kelowna BC, V1Y 9R9
Office Number: 250-979-2722