Financial counsel that stands apart Look no further


We’ve found that our unique blend of storied experience and savvy knowledge puts us in the position to serve the most discerning clients. Well-suited for those seeking a first-class wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.

When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Bernardine Perreira
Bernardine Perreira, CFP®, TEP, CIM®
Wealth Advisor & Associate Portfolio Manager
Thomas McWhirter
Thomas Mcwhirter, BCom (Hons), CIM®
Associate Wealth Advisor
Andrew Britton
Andrew Britton, BCom
Wealth Advisor Assistant

Our Specialists

Sam Kyriazis
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.
Matko Pevec
Financial Planning

Matko Pevec

Financial Planner, Raymond James Ltd. (Canada)

  • Provides detail oriented financial plans, 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.
  • Over 13 years of industry experience which includes investment planning, insurance and financial planning.
  • A Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU)
Sonya Dolguina
Estate & Trust Services

Judy Vanderhorst

Senior Trust Advisor, CFP® (CA and US)

  • Works closely with families to develop and implement estate, trust, and legacy planning strategies, ensuring wishes are carried out with care, professionalism, and efficiency.
  • 20+ years of experience in estate, trust, and corporate fiduciary services with large financial institutions in Canada and the United States.
  • Bachelor of Arts degree from the University of Toronto and a Certified Financial Planner (CFP®) in both Canada and the U.S.
Heather Roche
Insurance Solutions

Heather Roche

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

  • Focuses on planning-based insurance protection solutions.
  • Guides and educates clients through life transitions to help grow wealth, reduce taxes and protect families.
  • A certified financial planner and chartered life underwriter.

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™.

When one door closes another door opens; but we so often look so long and so regretfully upon the closed door, that we do not see the ones which open for us.
Alexander Graham Bell, Inventor of the Telephone