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)

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

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.

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.

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).

Charitable Giving

Parvathy Nair

Associate Vice President, Charitable Giving Program Philanthropic Advisor

• Extensive experience advising high-net-worth clients in international wealth management, with a focus on strategic philanthropy and impact investing.
• Previously led philanthropic planning and managed an ultra-high-net-worth family’s impact investment portfolio across multiple jurisdictions.
• Parvathy holds a law degree from the University of Mumbai, a post-graduate degree in International Development from the University of Edinburgh, and international human rights training from the University of Oxford.