Meet Our Specialists

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.
Sonya Dolguina
Tax Solutions

Sonya Dolguina

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

  • Educates and advises clients on tax-effective wealth management to help them meet their unique goals.
  • Specialized in cross-border taxation, with years of experience advising on complex Canadian and U.S. tax matters.
  • Sonya is a licensed CPA in both Canada and the US (Illinois) and is currently completing the rigorous 3-year Canadian in-depth Tax program.
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.
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).
Financial Planning

Alton Mendes

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • 9+ years of experience as a financial planner providing holistic planning to high-net-worth and ultra-high-net-worth clients.
  • Alton works closely with a wide variety of clients, ranging from families, private corporations, executives, and family farm corporations, to develop customized financial roadmaps that align with personal and business goals.
  • Provides guidance to clients with tailored financial strategies that address wealth preservation, growth and succession planning by implementing tax-efficient strategies, income planning, estate considerations, and financial modelling.
  • Alton holds a Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designation