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.
Senior Trust Advisor, Raymond James Trust (Canada)
Paula is a Senior Trust Advisor with Raymond James Trust (Canada). She is responsible for providing comprehensive estate, incapacity, and trust planning services to Ontario-based clients of Raymond James Ltd. Paula has worked in the Trust industry since 2017, prior to which she practiced as a family and estate litigator. Paula is passionate about using trust and estate services to protect clients and their families, and to avoid the unfortunate situations she witnessed as an estate litigator.
Paula is a graduate of the Juris Doctor program at Queen’s University, having graduated on the Dean’s Honour’s list. She also has a Bachelor of Arts, Honours, degree with a major in Psychology and a minor in English and Law, earning the University Medal for highest academic standing upon graduation from Carleton University. Paula also has her Trust and Estate Planning (TEP) designation.
Outside of the office, Paula likes staying active and is an avid runner and ultimate Frisbee player. She also enjoys giving back to her community through coaching and involvement in charitable work.
Greg Jizmejian, CFP®, CLU, CH.F.C., TEP, EPC
Estate Planning Advisor, Raymond James Financial Planning Ltd.
Greg is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C). Most recently, in 2017 he completed the Elder Planning Counselor program (EPC) and also achieved the Trust & Estate Practitioner designation (TEP).
Since 1985, Greg has been helping families protect the people and values they cherish most. In 2019, after 17 successful years as vice president, estate and insurance advisor at a bank owned investment firm, he joined Raymond James as their estate planning advisor for the GTA.
For more than 15 years, Greg has been an ardent supporter of JDRF. The fundraising team he founded, No More Pricks, has raised $100,000 and counting. In 2007, Greg began an annual fundraising bike ride from Toronto to Niagara, and he currently serves on the Toronto JDRF ride cabinet. A graduate in fine arts from the University of Toronto, Greg is a regular contributor to stage designs for performances in his church, and has a modest collection of paintings from his travels to Bali, Russia, Italy, Cuba, Armenia and India.
Nadeem Kassam, MBA, CFA
Head of Investment Strategy, Raymond James Ltd.
Nadeem has over 10 years of capital market experience, including a wealth of experience supporting the Advisory channel. He previously worked in the Investment Strategy Group at CIBC Wood Gundy, where he co-managed six North American equity-only and balanced strategies with top-quartile performance, helping to grow assets under management in the portfolios to over $3 billion across platforms. Prior to joining Raymond James, Nadeem was a Senior Equity Research Associate at RBC Capital Markets where he covered Canadian Consumer Staple, Discretionary and Industrial companies. Nadeem is a CFA charter holder and has earned his MBA from the York University Schulich School of Business.