Introducing Jeff Smilgis

Jeff cultivates long-lasting client relationships based on trust, open communication and a detailed understanding of their financial and life goals. His clients include high net-worth investors, executives and working professionals, retirees, and baby boomers thinking about retirement. Jeff combines personalized, tailored service with his significant business expertise to assist his clients in managing and protecting their financial futures.

He is a retirement expert who takes an integrated approach that addresses five key pillars of wealth management for retirees: retirement planning, investments, tax strategies, estate planning and insurance.

Jeff holds his CFP (Certified Financial Planner) designation and was one of the first advisors in Canada to receive the coveted CSWP (Chartered Strategic Wealth Professional) designation, which encompasses the most current wealth management strategies for high net worth individuals and retirees.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Jeff Smilgis, CFP®, CSWP, BBA
Financial Advisor

Raymond James Ltd.

Our History

06/10/2018
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Our Accolades

06/07/2018
Helping you manage your financial success
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Life Well Planned

06/06/2018
Helping you establish and oversee a variety of plans
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About Raymond James

06/05/2018
Trusted and comprehensive guidance to support your needs and corp...
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Investment Strategy

06/04/2018
Trusted and comprehensive guidance to support your needs and corp...
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