Our Partners
Insurance Solutions
Stephen Miziolek
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Expertise in business succession planning, wealth preservation, tax minimization, critical illness, and long-term care.
- Helping individuals and businesses protect their income and assets through the critical stages of their financial lives.
- A certified life underwriter (CLU) with over 40 years experience.
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).
It is the framework which changes with each new technology and not just the picture within the frame.
