Our Partners

Stephen Miziolek
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.
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.
Eric Jozsa
Insurance Solutions

Eric Jozsa

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

  • Provides consultations with business owners and benefit plan administrators on the market competitiveness, compliance, and completeness for their benefit and retirement plans.
  • Educates and advocates for plan members, acting as a liaison for correspondence with the insurance carrier.
  • Over a decade in the industry, insurance licensed in three provinces (AB, BC, ON) with a Canadian Pensions Certificate.
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).
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.