Insurance Solutions

Greg Jizmejian

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

• Four decades of experience helping families protect the people and values they cherish most.
• Joined Raymond James in 2019 after 17 years as Vice President, Estate & Insurance Advisor at a bank owned firm.
• A University of Toronto Fine Arts graduate, Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) , Trust & Estate Practitioner designation (TEP), and Elder Planning Counselor.

Financial Planning

Vince Murton

Senior Financial Planner

• Works with our clients to help identify needs and goals and create a plan that gives them the tools they need to make the best decisions for themselves; acknowledging that every family has its own set of priorities and objectives.
• Over 15 years as a financial planner plus almost a decade more working with business owners to help deliver advanced retirement solutions.
• A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU).

Estate & Trust Services

Riaan Botha

Associate Vice President, Estate & Trust Solutions
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).

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.