Jolette Financial | Insurance & Investments | 705.855.0223

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WELCOME TO JOLETTE FINANCIAL INSURANCE The North’s Preferred Financial Brokers Manage your policy your way, paperless policy documents and billing, and online automatic bill payments. And Many More.. CONTACT US NOW! GET YOUR LIFE INSURANCE Within Minutes Purchase a Term Life policy through preferred Canadian Insurance Companies’ Electronic application process. Or Request a Quote from one of our Licenced Advisors. CONTACT US NOW!

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WHAT WE DO

OUR SERVICES

Financial Insurance
We want to make sure that all of your Life Events are protected. Life , Critical Illness, Disability & Health Benefits are all types of Financial Insurances that we use to help protect your personal and business needs.
Investments
From Pensions, RRSP, TFSA, Non-registered, RESP’s , let us guide you to prolonged growth and prosperity.
Tax Planning
Let us help you understand and navigate taxation pitfalls and avoidences and start growing your savings & investments tax efficiently.
Retirement Planning
We offer comprehensive planning services to achieve your goals for either retirement or enhancing a Legacy.

WELCOME TO JFI

ABOUT US

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

Adam Jolette
Owner/Senior Advisor
Adam was born in the Greater Sudbury area and spent 15 years in the Automotive sector in Southern Ontario managing and supervising while pursuing a degree in Business Administration from the University of Windsor.
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Sara Turgeon
Senior Advisor
Sara has been a financial insurance advisor since 2012. She started in the financial services sector for another major advisor in Northern Ontario until he had sold his practice in 2019.
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PEOPLE WE TRUST

OUR PARTNERS

We are Independent Advisors that deal with over 14 different Canadian Insurance and Financial Institutions. We are able to search the marketplace and find the best fit for your particular needs.

Contact Us Now!
  • Call us today!
    705.855.0223

STAY UP TO DATE

MEDIA CENTRE

What Our Clients Have To Say

“Sara is always looking for new ways to serve her clients. I trust everything I have to her. She is a good listener and meets the needs that I have. Thank you for your continued efforts.”
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

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GET IN TOUCH

CONTACT US

  • Call us today!
    705.855.0223
  • Send us an email!
    adamjolette@jfin.ca
  • Our Location
    PO Box 175, Azilda, ON P0M 1B0
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