Vice President & Executive Director, Raymond James Canada Foundation
As the Vice Preseident & 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.
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.