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Bba Jeff Smilgis
Financial Advisor at Raymond James Ltd.
Bba Jeff Smilgis is a Chartered Strategic Wealth Professional (CFP, FMA, CSWP) specializing in wealth management solutions for High Net Worth Seniors, Executives, and Business Owners.
With a background in Bachelor of Business Administration in Marketing and Finance, Bba Jeff Smilgis offers holistic financial planning services.
Clients benefit from personalized approaches to reduce investment risk, improve tax planning, and optimize estate planning.
He has conducted wealth management seminars attended by over 1000 boomers and retirees, focusing on tax-efficient investment management, estate and tax planning solutions, and income planning for retirement.
Having worked at Raymond James Ltd., TD Waterhouse, BMO Nesbitt Burns, Infowave, MDSI, and TELUS, Bba Jeff Smilgis brings a wealth of experience to his financial advisory roles.
