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Jeff Talbot

Jeff Talbot


Professional Experience
Jeff G. Talbot joined Raymond James Financial Planning Ltd as an Estate Planning Advisor in December 2008. He boasts over a decade of experience in the financial services industry, and has a broad understanding of the finer points of both individual and corporate tax and insurance planning.

Approach to Financial Planning
Jeff's industry experience gives him a unique viewpoint on the tax-reduction strategies available in the marketplace. He is also well-versed in succession, retirement and estate planning solutions for businesses and families. Jeff understands that estate planning is not independent of other factors within a solid financial plan - his holistic approach involves working with clients' existing teams of financial and legal advisors to the maximum benefit of the client. The end result is a concise financial strategy that encompasses clients' personal and financial goals. Jeff also provides expert advice with regard to leveraged insurance strategies, charitable gifting, and corporate benefits plans.

Professional and Personal Commitments
Jeff is involved in many industry and tax-related organizations, and is a frequent participant in product and strategy development groups. He has been published in a variety of publications in and out of the financial industry.

He is active in a number of sports, and on the weekends enjoys spending time in the mountains with his wife Erin and three children.

Please Contact the SAGE Team
For additional information regarding the array of financial planning services that Jeff provides, please contact the SAGE team at 1-877-737-0365 or by email at info.SAGE@raymondjames.ca.

Eric Jozsa

Eric Jozsa

Group Benefits Advisor


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.