Our Partners

Jacqueline Knoblauch
Insurance Solutions

Jacqueline Knoblauch

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

  • Specialized in financial, estate and insurance planning primarily for incorporated business owners.
  • 14+ years of industry experience, including 8 years with Raymond James.
  • A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).
 
Patricia Chartrand
Estate & Trust Services

Patricia Chartrand

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James 

  • Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
  • Over 22 years of industry experience with a large Canadian Bank in BC.
  • B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
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.