Building and preserving wealth at every life stage
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. At Ellevate Wealth Partners of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
Meet Your Advisory Team
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Rony is a Financial Advisor with Raymond James Ltd. Prior to joining Raymond James, Rony gained hands-on investment analytics experience at a boutique investment firm in Toronto, before joining a leading Canadian asset manager, where she serviced hundreds of head-office and investment professionals.
Rony believes in a highly personalized approach to wealth management, recognizing that each client’s financial journey is unique. She works towards strong, long-term relationships with her clients, ensuring that their investment strategies align with their goals, values and evolving needs. Working closely with a team of in-house specialists in financial planning, tax, trust and estate, insurance and beyond, Rony helps clients navigate the complexities of investing with confidence and clarity. Passionate about empowering women through financial literacy, she is also dedicated to equipping women with the tools and resources needed to be an active participant in the family’s wealth management.
Rony holds the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute and is a graduate of the Ivey Business School at Western University. Outside of the office, Rony is an avid (leisure!) runner and enjoys spending time outdoors with family and friends. She also loves travelling and exploring new destinations and cultures.
Meet Our Specialists
Financial Planning
Matko Pevec
Financial Planner, Raymond James Ltd. (Canada)
- Provides detail oriented financial plans, and believes that having a proper financial plan can help clients reduce uncertainties, understand their true situation and assess whether their goals can be achieved.
- Over 13 years of industry experience which includes investment planning, insurance and financial planning.
- A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU)
Insurance Solutions
Greg Jizmejian
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Guides and helps families protect the people and values they cherish most.
- Over 22 years of industry experience including 17 years as Vice President, Estate & Insurance Advisor at a bank owned firm.
- A Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Trust & Estate Practitioner designation (TEP).
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).
Tax Solutions
Sonya Dolguina
Manager, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)
- Educates and advises clients on tax-effective wealth management to help them meet their unique goals.
- Specialized in cross-border taxation, with years of experience advising on complex Canadian and U.S. tax matters.
- Sonya is a licensed CPA in both Canada and the US (Illinois) and is currently completing the rigorous 3-year Canadian in-depth Tax program.
Learn more about us
Raymond James Ltd.
