Estate Planning Advisor, Raymond James Ltd.
Neil Friesen joined Raymond James Financial Planning Ltd as an Estate Planning Advisor in April 2013. With more than 20 years of experience in the financial services industry, Neil Friesen advises clients on a broad range of insurance, retirement and estate planning strategies for individuals and corporations.
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 that 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 assist his clients in the implementation of their plans.
Neil graduated from the University of Alberta in 1992 with a Bachelor’s degree in marketing and finance. He additionally completed his Certified Financial Planning designation in 2004. A firm believer in continuing education, Neil enhances his experience through ongoing continuing education.
Originally from Duchess, AB, Neil currently 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 the relentless pursuit to break 80, or cheering on his children at the hockey rink or gymnastics events.
Group Benefits Advisor, Raymond James Ltd.
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.
Executive Director, Raymond James Canada Foundation
Janine Davies is Executive Director, Raymond James Canada Foundation, the national philanthropic arm of Raymond James Ltd. Janine works with Advisors to develop strategies for clients to incorporate charitable giving in to their overall financial and estate plans. She is currently a Board Member and Co-Chair of the YMCA Coquitlam Capital Campaign, Board of Governor of the Tri-Cities Chamber of Commerce, and an active member of the Canadian Association of Gift Planners (CAGP) and the Estate Planning Council Vancouver (EPCV). Janine employs a consultative approach to philanthropic advisory services. As a former financial advisor and Branch Manager in banking, Janine is in a unique position to advise. She is experienced in working with accountants, lawyers, and estate planning advisors to build charitable programs from start to finish.
See the Charitable Giving Program section for more information.