Our Partners
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.
Charitable Giving
Diana Mao
Associate Vice President, Charitable Giving Program
Solus Trust Company, an Affiliate of Raymond James
- Works with families across Canada to facilitate their charitable gifts and advance their philanthropic goals.
- Responsible for leading Raymond James’ client philanthropy program, a donor advised fund.
- B.Sc. from the University of Waterloo, a member of the Canadian Association of Gift Planners (CAGP), Certified Financial Planner (CFP), Personal Financial Planner (PFP) and Master Financial Advisor in Philanthropy (MFA-P).
It is the framework which changes with each new technology and not just the picture within the frame.
