Meet Our Specialists

Matko Pevec
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)
Sam Kyriazis
Tax Solutions

Sam Kyriazis

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.
Shuangshuang Kong
Financial Planning

Shuangshuang Kong

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Develops comprehensive financial plans for business owners and high net worth families.
  • Over 10 years experience as a financial planner in private wealth management.
  • Volunteer faculty member at CFP Canada Institute to coach aspiring financial planners. Holds her Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), and Trust and Estate Practitioner (TEP) designations.
Greg Jizmejian
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).
Riaan Botha
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).
Paula Lester
Estate & Trust Services

Paula Lester

Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James

  • Provides comprehensive estate, incapacity, and trust planning services to Ontario-based clients.
  • Believes that estate and trust planning serve to ensure a better future and a sound legacy for clients and their loved ones.
  • A graduate of the Juris Doctor program at Queen’s University, Bachelor of Arts degree with honors, and holds the Trust and Estate Practitioner (TEP) designation.
Larbi Moumni
Investment management

Larbi Moumni, CFA®

VP, Head of Portfolio Advisory & Portfolio Manager, Raymond James Financial Planning Ltd. (Canada)

  • Larbi has been with Raymond James since 2015, where he serves as the Head of Portfolio Advisory and Portfolio Manager for various managed portfolios. He plays a crucial role in the advisory channel, addressing equity inquiries, providing portfolio construction solutions, and writing portfolio analyses.
  • In his role as Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence, and daily operations of the Guided Portfolios, as well as shaping investment strategies.
  • Prior to Raymond James, Larbi worked at JLL as a Debt Capital Markets Analyst and at Brookfield Renewable Energy as a Market Analyst. He holds a Bachelor of International Business from Carleton University’s Sprott School of Business, is a CFA® charterholder, and a registered portfolio manager.
Alton Mendes
Financial Planning

Alton Mendes

Senior Financial Planner

  • Over 8 years of experience as a financial planner providing holistic planning to high-net worth and ultra-high-net-worth clients.
  • Works closely with a wide variety of clients, including families and private corporations, to create customized financial roadmaps and provide tailored strategies for wealth preservation, growth, and succession planning.
  • Alton holds a Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designation.
Emma Querengesser
Private Client Solutions

Emma Querengesser

Vice President, Head of Investment Products

  • Leads the Private Client Solutions Investment Products team, with a focus on alternative investment research, product strategy, and advisor education and manages ‘Freedom’ asset allocation portfolios, which include mutual funds, ETFs, and alternative investments.
  • Brings over 15 years of experience across financial services, capital markets, investment management, and wealth advisory.
  • Bachelor of Commerce degree in Finance from McGill University.
Eric Saarvala
Head, Corporate Sustainability

Eric Saarvala

Executive Director, Raymond James Canada Foundation

  • Eric Saarvala leads the development and advancement of the corporate responsibility and social impact programs through the Raymond James Canada Foundation and the corporate sustainability program.
  • Over 25 years of consulting and management experience in social impact through sustainability, corporate social responsibility (CSR) and strategic philanthropy in the private, public and non-profit sectors, including financial services.
  • Eric is a Certified Sustainability Practitioner (CSR-P), holds a Graduate Diploma in Social Responsibility and Sustainability from the University of St. Michael’s College in the University of Toronto (G. Dipl. SR&S) and has an Executive MBA from the Ivey Business School at Western University.