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).

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.

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).

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).