Our Partners

Stephen Miziolek
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.
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.
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).
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.
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)
Sophisticated wealth management