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Employee Benefits Specialist
Eric.Jozsa@RaymondJames.ca

 

As an Employee Benefits Specialist, Eric acts as the team’s Group Benefits Advisor. He provides comprehensive solutions for his corporate clientele in the areas of Group Benefits, Group RRSPs, Employee Wellness and Health Spending. Eric’s process for executing an effective Group Benefits plan starts with first assessing his clients’ corporate values—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 reached, the strategies for achieving those end results become very clear. This comprehensive approach to Group Benefits planning has helped Eric become a well-respected leader in the industry.

His History

Eric came to the SAGE team after working for a large Group Benefits Third Party Administrator for a number of years. He graduated from the University of Calgary with Honours in the field of Kinesiology. Through operating his own company for over a decade, Eric has experienced the same struggles facing most business owners, and has applied what he has learned to how he consults with his clients.

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