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    Bba Jeff Smilgis

    Financial Advisor at Raymond James Ltd.

    Jeff Smilgis is a Financial Advisor at Raymond James Ltd. with extensive experience in wealth management and financial planning.2 He holds multiple professional certifications, including CFP (Certified Financial Planner), FMA (Financial Management Advisor), and CSWP (Chartered Strategic Wealth Professional).2

    Smilgis specializes in wealth management and cultivates long-lasting client relationships based on trust and open communication.1 He works with a diverse clientele, including high net-worth investors, executives, working professionals, retirees, and baby boomers planning for retirement.1

    As a retirement expert, Smilgis takes an integrated approach to wealth management, focusing on five key pillars: retirement planning, investments, tax strategies, estate planning, and insurance.1 He combines personalized, tailored service with his significant business expertise to help clients manage and protect their financial futures.1

    Notably, Jeff Smilgis was among the first advisors in Canada to receive the coveted CSWP designation, which encompasses the most current wealth management strategies for high net worth individuals and retirees.1

    Highlights

    Oct 6 · raymondjames.ca
    Jeff Smilgis - Coquitlam, BC - Raymond James
    Jeff Smilgis - Coquitlam, BC - Raymond James

    Related Questions

    What are the five key pillars of wealth management that Jeff Smilgis focuses on?
    How does Jeff Smilgis' approach to retirement planning differ from other advisors?
    What specific certifications does Jeff Smilgis hold and how do they benefit his clients?
    Can you provide examples of Jeff Smilgis' success stories with high net-worth clients?
    How does Jeff Smilgis tailor his financial advice to different client demographics?
    Bba Jeff Smilgis
    Bba Jeff Smilgis, photo 1
    Bba Jeff Smilgis, photo 2
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    Location

    North Vancouver, British Columbia, Canada