Financial Advisor Assistant, Raymond James Ltd.
Wanda entered the financial industry in 1988 and has been a part of Worth Allaye-Chan Investment Counsel since 1998, when she moved to Vancouver.
In her role, Wanda handles administration processing, deals with client service inquiries and coordinates tax information for both institutional and private clients.
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.
Executive Director, Raymond James Canada Foundation
Janine Davies is Executive Director, Raymond James Canada Foundation, the national philanthropic arm of Raymond James Ltd. Janine works with Advisors to develop strategies for clients to incorporate charitable giving in to their overall financial and estate plans. She is currently a Board Member and Co-Chair of the YMCA Coquitlam Capital Campaign, Board of Governor of the Tri-Cities Chamber of Commerce, and an active member of the Canadian Association of Gift Planners (CAGP) and the Estate Planning Council Vancouver (EPCV). Janine employs a consultative approach to philanthropic advisory services. As a former financial advisor and Branch Manager in banking, Janine is in a unique position to advise. She is experienced in working with accountants, lawyers, and estate planning advisors to build charitable programs from start to finish.
See the Charitable Giving Program section for more information.
CFP, CIM, Financial Planner, Raymond James Ltd.
Margarita is a veteran financial planner specializing in customized planning for affluent individuals and their families. Margarita is a Certified Financial Planner (CFP) professional and holds a Chartered Investment Manager (CIM) designation. She brings more than 13 years of investment management and financial planning experience from a boutique wealth management firm in Vancouver. Margarita’s areas of expertise include: the ongoing management of discretionary accounts as well as complex financial, insurance and estate planning matters.
Margarita brings an unbiased, non-product driven focus to financial planning and wealth management
CFP®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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