Our Partners

Debbie Wong partner head shot.

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 toward 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 10 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™ (CRPC™) designation 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 takes a particular interest in nutrition and fitness methods to age backward.

Riaan Botha
Estate & Trust Services

Riaan Botha

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

  • Takes educating clients very seriously and makes it his mandate to look at their complete picture.
  • Over 20 years experience in Estate and Trust services.
  • Bachelor of commerce degree, bachelor of law degree, postgraduate diploma in taxation and member of the Society of Trust and Estate Practitioners (STEP).
Paula Lester
Estate & Trust Services

Paula Lester

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

  • Provides comprehensive estate ,incapacity, and trust planning services to Ontario-based clients.
  • Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
  • A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.