Referral Partners

Investments

Palisade Capital Management has focused on boutique investment management for high net worth families since 1998. Integrity, investor alignment and accessibility are paired with a cost-conscious, defensive money management approach with the objective of peace of mind and results for clients. They pride themselves on consistent, detailed communication with clients and their clients’ other advisors to ensure seamless integration with your customized overall wealth, tax and estate plan. Diversified portfolios include equities (global, US, Canadian), fixed income and alternatives, selecting from the full universe of available investment options. Client assets are held at Schedule 1 banks (National Bank and TD).

Group Benefits

Eric Jozsa,
Group Benefits Advisor, Raymond James Financial Planning
Direct Line: (403) 221-0310
Eric.Jozsa@RaymondJames.ca

Eric’s process for executing an effective group benefits plan starts with first assessing his client’s corporate values. For him, the “why” for implementing a group plan is just as important as the “how”. This process clarifies priorities and deepens his appreciation of each unique business and client. Once a mutual understanding of the short and long-term goals for the company is established, the strategies for achieving those results become very clear. His positive, comprehensive and integrity-based approach have made him a strong and well-respected ally in the industry.