Our Partners

Mike Hope

Head Trader, Private Client Group (PCG), Raymond James Ltd.

Mike Hope began his trading career in 1993, originally with Mcdermid St. Lawrence Chisholm Ltd., now Raymond James Ltd., as a junior trader. He quickly moved into the Senior Desk and Proprietary Trading roll until he advanced to Head Trader in 2011. As Head Trader, Mike oversees and manages all aspects of equities and options trading for the Private Client Group (PCG) at Raymond James Ltd.

As part of our team of strategic professionals, Mike works with our financial advisors and portfolio managers to help source liquidity as well as provide alternative trading solutions and strategic guidance on a broad range of financial securities both domestic and International. Mike has also sat on various industry planning committees, regulatory panels and exchange working groups.

Born and raised in Vancouver, Mike finished his International Trade studies at BCIT. His appreciation for travel and other cultures took him to Japan where he spent two memorable years working (instructing and event planning) on the ski hills of Japan.

Mike, through his strong commitment to community, volunteering, youth sports, family and his health conscience approach to life, has lived his entire life surrounded by competitive sport and athletics as both player and coach, commitments he feels are key motivators to always do better.

Patricia Chartrand

Senior Trust Advisor, Raymond James Trust (Canada)

Patricia Chartrand is a Senior Trust Advisor working out of our Vancouver corporate office. Prior to joining Raymond James Trust (Canada), Patricia was a Trust and Estate Consultant for 10 years with a bank-owned trust company.

As part of our team of wealth professionals, Patricia specializes in building client relationships, assessing clients’ needs as well as identifying and providing appropriate trust services to help with the effective execution of trust services roles.

Among her prior work experience during her 22 years at that bank, she was a Sales Solution Lead and provided bilingual client service. She has extensive experience dealing directly with clients and various stakeholders as well as giving presentations.

She earned a B.A. in Economics and Political Science from the University of Prince Edward Island and completed the IFC through CSI. She is fluent in English and French.

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.
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).
 

Diana Mao

Senior Advisor, Charitable Giving Program, Raymond James Trust (Canada)

Diana Mao is the Senior Advisor, Charitable Giving Program at Raymond James Trust (Canada). She works directly with Raymond James advisors and their clients to provide planned giving expertise with a focus on strategic charitable giving. Diana is also responsible for leading Raymond James’ client philanthropy program, a donor advised fund program in partnership with Raymond James Canada Foundation.

Diana has close to a decade of experience in the wealth management industry, including four years running the donor advised fund program at CIBC Private Wealth Management. She has worked with Investment Advisors and Counsellors and their high net worth clients, both individuals and families, across Canada on facilitating their charitable gifts and advancing their philanthropic goals.

With a strong background in charitable gift planning, Diana helps clients develop their charitable intentions while incorporating tax effective donation strategies as part of an overall wealth plan.

Diana received her B.Sc. from the University of Waterloo, is an active member of the Canadian Association of Gift Planners (CAGP), and holds the Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P) designations.