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Your Financial Security is Important to You

Some could say that money is the most important tool in your life. It provides shelter, food, advanced education, the ability to travel and be entertained. Mastering your money can provide you with less stress, more options, and freedom to make lifestyle choices. Understanding all areas of personal finance that apply to you is the key to achieving mastery. Professional advice is crucial in helping you further your understanding. Let’s work together.

per cent of Canadian respondents feel anxious about money decisions

per cent of Canadian respondents feel stressed about money daily

per cent of Canadian respondents don't know how much they'll need to retire

Survey was conducted by Innovative Research Group between August 31 and September 7, 2023, with an online sample of 5,670 Canadian citizens ages 18 years or older.

Services

Improving Your Finances

Insurance Planning
life, disability & critical illness protection for you, your family, and your business
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Cashflow Management
taking control of your spending and debt is empowering, and anyone can benefit
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Investments
helping you build wealth and reach short- or long-term financial goals (RSP’s, TFSA’s, etc)
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Group Benefits Planning
providing any size business team cost-effective, innovative and flexible employee benefits solutions
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Tax & Estate Planning
planning transfers of wealth to ease and minimize tax burdens for your family or business now or in the future
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Retirement Planning
Beyond your investment plan, envisioning your retirement lifestyle, and your action plan to achieve that
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About Jenn

Experience You Can Trust

A trusted independent advisor since 2006…

While I was in the financial services industry since 2000, it wasn’t until 2006 that I decided to take the leap necessary to become a trusted advisor, and start helping people achieve their financial dreams.

 My job is simple: help my clients better understand their money, the finances of the world, how it affects their lives specifically, AND their plans for the future.

Since 2006, I’ve been able to put together a simple and effective process of goal-based planning. It’s difficult to know how to get to your destination if you don’t know where that is, right?

 To achieve a complete financial overview, I put my client’s unique interests centre stage to create a plan that not only charts a course to their goals, but addresses and protects against risks so they can achieve them.

Being self-employed, I work for you...

I find myself working with a lot of fellow entrepreneurs & small business owners to develop and implement plans to achieve whatever financial goal they have — no goal is too big or too small.

Not an entrepreneur? Not to worry… I love helping anyone who is interested in taking control of their personal finances, and would invite you into my client family in an instant!

 Sure, I’m all about helping you to gain peace of mind and understanding so that you’re confident and informed in making some of the biggest and most important decisions of your and your family’s lives.

Community-minded...

My dedication to helping others extends even beyond my client family, and through volunteering with community organizations such as, most recently Gillian’s Place, and formerly not-for-profits such as OUTniagara, St. Catharines Downtown Association, Essential Collective Theatre, and more, I’m able to help strengthen my community of Niagara.

Some of the technical stuff...

I am a licensed independent insurance agent, and am regulated by the Financial Services Regulatory Authority of Ontario. As an independent agent, I’m able to advise my clients within my fiduciary duty only options that are in my client’s best interest. I’m compensated in two different ways: fee-for-service planning and consulting, or by commission from an insurance company that insurance and/or investments are placed with on behalf of my client. No company offers incentives over another, and I’m contracted with several of the top companies in Canada. Any fees associated with my recommendations are disclosed in writing as part of the Financial Protection Plan presented.

Why Choose Jenn?

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!

 Catriona B.

St. Catharines, ON

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!

Daphne M.

Kitchener, ON

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.

Sarah B.

Grimsby, ON

From The Blog

For the Love of Learning