Meet the Team

Collaborating with an independent and experienced financial advisor offers you access to professional and unbiased advice, personalized service tailored to your unique needs, and a commitment to addressing your specific concerns and future goals.

Grantham Family Wealth delivers solutions encompassing various segments of your financial well-being. Our clients have concerns regarding the impact of wealth on their families and seek responsible financial stewardship for themselves and the next generations. Our advice encompasses life-long wealth planning through comprehensive service offerings.

We operate with a focus on trust, reliability, empathy, prudence, and innovation. Our dedication lies in making a positive impact on our clients' lives and securing their financial futures. Upholding respect and confidentiality, we prioritize your goals and concerns, working solely for your benefit. With a breadth of expertise and a wide range of products and services, we are equipped to cater to your individual needs.

Meet Our Specialists

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.
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)

  • 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)
 

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.