Our Partners

Uriah Kane

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

Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
Educates clients and accountants on insurance solutions and how to integrate them into planning.
A certified financial planner (CFP) and a certified life insurance underwriter (CLU).

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.

Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

Provides tax guidance and investment planning solutions to clients.
Over 15 years experience in cross border tax planning and tax compliance for high-net worth individuals and globally mobile employees.
Specialized in working with U.S. citizens, cross-border trusts and estates, U.S. gift tax as well as tax planning for individuals with U.S. retirement plans.

Senior Trust Advisor, Raymond James Trust (Canada).

Patricia Chartrand is a Senior Trust Advisor based in Vancouver, serving Advisors, clients, and Correspondent Services across the BC mainland.
Previously spent 10 years at CIBC Trust as a Trust and Estate Consultant, building relationships and providing tailored trust services.
Held roles over 22 years in banking, including Sales Solution Lead and bilingual client service.
Experienced in client relations, stakeholder engagement, and public speaking.
Holds a B.A. in Economics and Political Science from the University of Prince Edward Island.
Completed the IFC through CSI and is fluent in English and French.