Eric Jozsa

Professional Experience

Eric Jozsa was recruited by the Raymond James Financial Planning team after working for a large Group Benefits Third Party Administrator for a number of years. As a Licensed Advisor, Eric Jozsa is capable of providing comprehensive solutions for his corporate clientele in the areas of Group Benefits, Group RRSPs, Employee Wellness, and Health Spending Accounts. 

Approach to Group Benefits

Eric’s process for executing an effective Group Benefits plan starts with first assessing his clients’ corporate values. To Mr. Jozsa, the “Why” for implementing a Group Benefits Plan is just as important as the “How”. Once a mutual understanding of the short and long term goals for the company is established, the strategies for achieving those end results become very clear. This comprehensive approach to Group Benefits planning has led Eric to become a well-respected leader in the industry. 

Professional and Personal Commitments

Eric graduated from the University of Calgary with Honours in the field of Kinesiology. Through operating his own corporation for over a decade, Eric has experienced the same struggles of the typical business owner, and has applied what he has learned into how he consults with his prospective clients. 

Eric was born in Edmonton, but was raised in Calgary to develop as a true Flames fan. Along with watching hockey, Eric’s most rewarding hobby includes spending time with his wife, Josee-Anne and their two boys, Caden and Jaxon.

Eric Jozsa
Group Benefits Advisor
Raymond James Ltd.