Estate Planning Advisor, Raymond James Ltd.
Neil Friesen joined Raymond James Financial Planning Ltd., as an Estate Planning Advisor in April 2013. Since 1991, Neil has advised clients on a broad range of insurance, retirement and estate planning strategies for individuals and corporations.
Approaches to Financial Planning
Neil understands that serving clients’ insurance and estate planning needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As an Estate Planning Advisor for Raymond James in Alberta, Neil puts his clients – and their needs – first.
Neil has a passion for education and strives to ensure each client fully understands the concepts and strategies they discuss. Neil’s “big picture” approach with his clients helps them to understand how all of the pieces of their plan will interconnect and move them closer to their personal and financial goals.
Neil also works with a variety of tax and estate planning professionals in the legal and accounting professions in order to help his clients implement their plans.
Professional and Personal Commitments
Neil graduated from the University of Alberta in 1992 with a Bachelor’s degree in marketing and finance.
He completed his Certified Financial Planning designation in 2004.
Originally from Duchess, AB, Neil resides in Calgary, AB. He enjoys spending time with his wife, Lisa and their children, Zach and Taylor. When he is not working with clients, you will find Neil at the golf course in his relentless pursuit to break 80.
Group Benefits Advisor, Raymond James Ltd.
Eric Jozsa was recruited by the Raymond James Financial Planning team after working a number of years for a large group benefits third-party administrator. As a licensed Advisor, Eric Jozsa is capable of providing comprehensive solutions for his corporate clientele in the areas of group benefits, group retirement, personal/corporate insurance, 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 Eric, the “Why” for implementing a group 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 has enabled 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 similar struggles to the typical business owner and he has applied that learning into how he consults with his prospective clients.
Eric was born in Edmonton, AB but was raised in Calgary where he became a true Flames fan. Along with watching/playing hockey, Eric’s most rewarding activity is spending time with his wife and their two boys.
Executive Director, Raymond James Canada Foundation
As the Executive Director of the Raymond James Canada Foundation, Janine Davies directs the workplace giving and client philanthropy programs nationally for Raymond James Ltd, Canada’s largest independent brokerage firm. Under Janine’s leadership, the Foundation serves as a catalyst to mobilize the cumulative resources of Raymond James at both corporate and grassroots levels to make a meaningful impact in communities across the country.
Janine works directly with RJL advisors and their clients to develop personalized strategic giving plans that align with both their philanthropic and financial goals. Janine employs a donor-centric, consultative approach to philanthropy, working with accountants, lawyers, and estate planning advisors to craft customized solutions for each client.
In addition to her 25 years of experience in banking and finance, Janine is strongly committed to her community and a firm believer in the importance of stepping up as a leader in the public realm. She presently sits as special advisor to the board of Drug Free Kids Canada, and an active member of both Canadian Association of Gift Planners (CAGP) and on the Executive of the Estate Planning Council of Vancouver (EPCV).
See the Charitable Giving Program section for more information.