Debbie Wong, CPA, CA, CRPC®
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.
Jacqueline Knoblauch, CFP®
Estate Planning Advisor
Jacqueline is dedicated to providing clients with sound financial management advice - she takes an in-depth look at your business, personal life, assets, finances, risks and influences to build and implement an actionable plan that should ultimately result in higher net worth, lower risk, smaller tax liabilities and clarity along the way.
She specializes in tax planning for small business owners, finding creative ways to keep as much of their hard earned money with them and their family. She also works with high net worth families who want to create and maintain financial legacies for their children, grandchildren and beyond.
Born and raised in the lower mainland, Jacqueline graduated from the University of British Columbia in 2009 and has worked in the financial services industry ever since. Her experience includes brokering high risk loans and mortgages, mutual fund and insurance sales as an independent advisor, being a senior planner for a bank owned firm and most notably as the national insurance specialist for Raymond James. Her role as Estate Planning Advisor at Raymond James draws on all that experience and allows Her to think about the financial situation of clients and their business as more than just numbers on a balance sheet, given her experience with both personal and corporate finances through different advisory positions.
Jacqueline and her husband Jason have been together for over 10 years and live in the neighbourhood she grew up in. Their four year old twins, Audrey and William, have made her a better listener and strategic thinker, and she credits them for developing her ability to easily and with enjoyment, engage clients in conversation to really understand their family and business planning needs.
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.