Our Partners
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).
