The Value in Obtaining Investment & Financial Advice
"Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors have better savings habits and are more confident in their ability to meet their retirement income needs.
In Canada, advice is readily available because the foundational principles of mutual funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest amounts to invest, to access advice at a lower cost than investors elsewhere."
IFIC - 2015
Welcome to JLBennett Financial
Our Investment and Planning Services
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Our Investment and Planning Services
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"Exceeding Client Service Expectations"
Automatic quarterly account reporting that includes easy to understand investment performance.
Customized account statements available any time with easy to understand tracking and performance info.
Online investor account access 24/7.
Proactive tax, estate and insurance advice to protect your investments.
Proactive investment advice that is sensitive to investment costs, fees and market environments.
One total annual flat fee. Fee based advisory services and investment management make it easy to understand all costs.
100% Privacy and Confidentiality.
For more information, please contact JLBennett Financial via the contact form below or call 416-543-1665 to arrange a no obligation intro meeting & / or complementary portfolio review.
Contact Office Locations
Main Branch Office:
C9 - 80 Birmingham Street, Etobicoke, ON., Canada,
M8V 3W6
C9 - 80 Birmingham Street, Etobicoke, ON., Canada,
M8V 3W6
Downtown:
4th Floor, North Side - 340 King Street East, Toronto, ON., Canada, M5A 1K8
4th Floor, North Side - 340 King Street East, Toronto, ON., Canada, M5A 1K8