Meet Our Partners


Debbie Wong
Tax Solutions

Debbie Wong

Vice President, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Works with advisors to guide high net-worth clients toward practical solutions to their tax issues.
  • Has expertise in Canadian and U.S. personal tax, tax issues affecting U.S. Citizens or green card holders, and cross-border tax.
  • Debbie is CPA licensed and has earned the U.S. Chartered Retirement Planning CounselorTM (CRPCTM) designation.
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).
Heather Roche
Insurance Solutions

Heather Roche

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

  • Focuses on planning-based insurance protection solutions.
  • Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
  • A certified financial planner and chartered life underwriter.
Larbi Moumni

Larbi Moumni, CFA®

VP, Head of Portfolio Advisory & Portfolio Manager

As Head of Portfolio Advisory, Larbi Moumni has been a key contributor to Raymond James since 2015, holding the position of Portfolio Manager for the equity, fixed income, and balanced Raymond James Managed Portfolios. Since joining Raymond James, Larbi has been an integral part of the advisory channel, addressing equity-related inquiries, offering portfolio construction solutions, and writing insightful portfolio analyses. As a Portfolio Manager, Larbi is responsible for stock selection, equity idea generation, due diligence on portfolio holdings, and daily operations of the Guided Portfolios, while also shaping and executing their investment strategies. Prior to Raymond James, Larbi worked as a Debt Capital Markets Analyst at JLL, managing commercial real estate debt placements, and previously worked as a Market Analyst at Brookfield Renewable Energy, focusing on power generation and infrastructure projects. Larbi holds a Bachelor of International Business from Carleton University's Sprott School of Business, is a CFA charterholder, and a registered portfolio manager.

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.
Matko Pevec
Financial Planning

Matko Pevec

Financial Planner, Raymond James Ltd. (Canada)

After graduating from George Brown College’s Financial Management program in 2011, Matko began working in the financial industry as an associate financial advisor at an independent wealth management firm. During his tenure there, he helped service hundreds of clients with holistic financial planning, portfolio management and insurance planning. He obtained his Certified Financial PlannerTM (CFP®) designation in 2016 and his Chartered Life Underwriter ® (CLU®) certification in 2017. In 2017, he joined a bank-owned brokerage firm in the role of financial planning analyst and was responsible for creating and presenting comprehensive financial plans for high-net-worth clients across Canada.

Matko is detail oriented 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.