Solutions that are designed to
simplify your life.
At JM Financial Services, we proudly offer financial advice and planning for people who want protection, investment and tax services from the same professional. We will work with you to reach the goals you have in mind - entirely under one roof.
Life Insurance &
Living Benefits
- Life Insurance
- Mortgage Insurance
- Health & Dental Insurance
- Critical Illness Insurance
- Disability Insurance
- Group Benefits
- Travel Insurance
- And More
Investment
Management
- Retirement Savings Plans (RRSP)
- Education Savings Plans (RESP)
- Tax-Free Savings Accounts (TFSA)
- Disability Savings Plans (RDSP)
- Mutual Funds
- Exchange-Traded Funds (ETF)
- Segregated Funds
- Guaranteed Investment Certificates (GIC)
- Annuities
- Retirement Income Funds (RRIF)
- Life Income Funds (LIF)
- Locked-In Retirement Accounts (LIRA)
- High-Interest Savings Accounts
- And More
Estate &
Tax Planning
- Income Tax Preparation & Filing (Individuals, Families, Self-Employed, Rental Property Owners)
- Estate Planning Solutions
- Tax Reduction Solutions
- And More
Experience what straightforward advice can do for you.