Our Partners
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.
