Financial Protection Planning
A financial plan is a necessity today for most Canadians, regardless of income, occupation, or marital status. In a stable but flexible Financial Protection Plan, we’ll work together to establish your unique financial goals, and map out the steps to get you there. Your Financial Protection Plan will focus on areas of concern to you, including: Insurance, Investment, Retirement, Estate & Tax Planning. By using customized planning strategies, I help you get financially further, faster, and give you peace of mind by protecting your most important assets – you, your family, and your ability to earn an income.
Retirement, Tax & Estate Planning
Do you know how much capital you need to live your ideal retirement lifestyle? It’s different for everyone, but knowing what your retirement goals are, and a plan to reach them, will move you further toward a worry-free retirement! Working together to identify your ideal retirement lifestyle, and create a customized income strategy through the implementation of simple and out-of-the-box planning will get you on your way. Incorporating tax planning, for both now and throughout retirement, you’re able to put the most dollars to work for you while taking advantage of tax incentives.
Business Consulting
Wanting to take your business to the next level but not sure where to start? I can help! My unique combination of business and financial expertise offers a unique approach to help you better understand your business empowering you to be the most effective owner and leader possible. Working with me is an engaging and motivational process to keep you moving forward toward your business goals! No cookie-cutter coaching program here, an initial consultation will help me to determine exactly what your challenges to growth are, so that we spend your time and investment on what matters most.

About Jenn

Taking your finances to the next level...
Jenn Wallace
Jenn Wallace

Insurance and Business Advisor

The entrepreneur’s financial planner since 2006, Jenn dedicates her time outside of working with her clients to supporting her community. She has been recognized for business excellence through nominations and is a recipient of the 40 Under Forty Award. She splits her volunteer endeavours between her roles as President of the Board of Gillian's Place and Chair of the City of St. Catharines’ Culture Committee.

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64 Oxford Street St. Catharines, ON, Canada
E-mail: Phone: 905.321.4201