Our Partners

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).
Eric Jozsa partner head shot.

Matko Pevec, CFP®, CLU

Financial Planner, Raymond James Ltd.

Matko Pevec joined Raymond James Ltd. in September 2021 to support our wealth management teams and their clients with the development and presentation of holistic financial plans.

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 Planner (CFP®) designation in 2016 and Chartered Life Underwriter (CLU) 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.

Eric Jozsa partner head shot.

Riaan Botha

Senior Trust Advisor, Raymond James Trust

Riaan Botha is a Senior Trust Advisor with Raymond James Trust (Canada), responsible for providing estate, incapacity, and trust planning services for Ontario-based clients. With more than 20 years’ experience in the legal, fiduciary (trust and estates), insurance, investment and banking environment with a focus on tax, estate planning as well as local and offshore fiduciary advice and structuring, Riaan is an advocate in promoting the importance that all people should have an up-to-date will as part of a holistic estate plan.

Before joining Raymond James, Riaan was a Senior Trust Manager at a prominent private bank in the Caribbean where he gained valuable experience in the offshore private banking environment. Riaan managed a team of senior trust officers responsible for the administration of a complex global book of trust and corporate clients.

Prior to moving to the Caribbean, Riaan spent 15 years at a prominent global bank based out of South Africa in various positions and his last seven years as the Head of Fiduciary Advice and Fulfilment. During this time, Riaan managed a team of senior trust and estate planning advisors who provided market-leading trust, tax and estate planning advice to clients. He also supported the financial advisors as part of the bank’s non-banking financial services offering across 13 jurisdictions.

Riaan practiced as a lawyer specializing in commercial and civil litigation, insurance law and trust as well as estate law. He holds a Bachelor of Commerce degree and a Bachelor of Laws degree from the University of Pretoria in South Africa, a Post-Graduate Diploma in Tax from Thomas Jefferson Law School in San Diego, U.S. and a Business Administration degree from the Gordon Institute of Business Science in South Africa. Riaan is a full member of the Society of Trust and Estate Practitioners (STEP).

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™.