WHAT WE DO
WELCOME TO JFI
At Jolette Financial Insurance, we believe that trust and personal relationships are vital. We take the time to get to know each of our clients personally, to find out what is important to them. With our team’s guidance and insight, we’ll find a solution that fits your needs—and your budget—seamlessly.
We offer personalized wealth management options, including registered retirement savings plans (RRSP) and tax-free savings accounts (TFSA). These, along with our supplementary health insurance plans, help our clients to enjoy comfort and security at every stage of their life.
WHO WE ARE
MEET THE TEAM
STAY UP TO DATE
What Our Clients Have To Say
Evelyn Kerrigan – Client since 2015
End of Year Do’s and Don’ts
10 items that we all should do or don’t before the end of the year: Contribute the Maximum Amount to your TFSA Contribute the Maximum Amount to your RRSP Maximize RESP contributions Consider making charitable donations Consider tax loss harvesting Prepare all tax filing documents Do a 30-minute yearly financial