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Helping you protect & plan for your financial future.

Welcome to JM Financial Services

Where we provide simple, honest & realistic financial advice.

As a firm, we provide financial guidance to a variety of clients throughout Ontario. Our goal is to help you protect what matters most and plan for your financial future.

If you’re seeking a team that has your best interests in mind and can help you navigate life’s financial complexities, we’re here to help.

Questions you may be asking...

  • How can I prepare for the unexpected?
  • What are my financial protection options?
  • How do I plan to save for my future?
  • Will I have enough to sustain my lifestyle and goals?
  • How much do I need to live well now and in retirement?
  • What is responsible investing and ESG?

Who We Serve

Individuals & Families

Interested in Protection & Investing

Older Couples

In & Entering Retirement

Self-Employed & Business Owners

LOOKING FOR HELP WITH FINANCIAL SERVICES

If this sounds like you, we can help!

Discover Our Services →


Learn About Our Firm