Plan Today,
Enjoy Tomorrow
Your Financial Wellness is Important to You.
Don’t allow it to overwhelm you, or put it off until the tomorrow that never comes.
Allow me to partner with you TODAY in creating and implementing a plan to achieve your goals while protecting you, your family and your business’ financial well-being.
I’ve Got You Covered
Serving individuals, families, and business owners
Insurance Planning
life, disability & critical illness protection for you, your family, and your business
Cashflow Management
taking control of your spending and debt is empowering, and anyone can benefit
Investments
helping you build wealth and reach short- or long-term financial goals (RSP’s, TFSA’s, etc)
Group Benefits
providing any size business team cost-effective, innovative and flexible employee benefits solutions
Tax & Estate Planning
planning transfers of wealth to ease and minimize tax burdens for your family or business now or in the future
Retirement Planning
envisioning your retirement lifestyle, the wealth you’ll need to fulfill that, and your action plan to achieve that
Ready To Make a Real Change?
Let’s Get Planning!
Success Stories
Jennifer is the most down to earth level headed expert in her field you could ever hope to meet. She spends the time to really understand you and your goals, constantly thinking outside the box enables her to provide you with multiple options. There is truly no one else that I would trust my financial future with, and I continue to refer many of my own clients to her. Whenever I think of my financial future, Jennifer is always the first call that I make!
I have been working with Jenn now for about 3 years and she has transformed the way I look at my finances. I am self-employed and I used to be totally disorganized. Every January involved me spending a week sorting receipts and struggling to remember the previous year’s expenses. Jenn set me up with a system that works beautifully and keeps me on top of it all. I have no stress come tax time. She has also helped me see all my options to become wealthier and save for retirement. Jen is kind, patient and incredibly helpful. She goes above and beyond for her clients! I highly recommend Jenn!
Looking for an authentic and honest financial advisor? I want to give a shout out to Jenn Wallace of Jennifer Wallace Insurance & Financial Solutions. Not only has she given us advise on our personal finances but as well my business. So thankful for your guidance and such informative information with step by step solutions leading into our retirement future. So excited, thank you.
*originally posted on Facebook*
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Call/Text 905-321-4201
St. Catharines, Ontario, Canada
Serving Niagara Region and surrounding areas