By using the right combinations of Life and Living Benefits insurance and Investment programs such as Registered Retirement Savings Programs (RRSP's), Tax-Free Savings Accounts (TFSA's), non-registered investments and annuities, JSJ works with you, the client, to create the most comprehensive financial plan to suit your lifestyle and reach your unique goals.
As with all things however, change is imminent. In recognizing this fact, your advisor monitors individual investments and insurance in order to advise you, the client of possible adjustments to your financial plan in order to coincide with life and world changes, so that your strategy is always current and fitted to your life and goals.
As with all things however, change is imminent. In recognizing this fact, your advisor monitors individual investments and insurance in order to advise you, the client of possible adjustments to your financial plan in order to coincide with life and world changes, so that your strategy is always current and fitted to your life and goals.
Services
Incorporated in 1987, JSJ Insurance & Financial Group Inc. is a highly respected, well-established financial services company serving the Niagara Region & Southwestern Ontario. The firm specializes in life, disability and critical illness insurance, retirement planning, estate planning and personal financial planning for individuals and business professionals.
At year-end 2002, about 23 million Canadians and their dependants were protected by one or more of the life and health insurance industry's products or services. In that same year, those 23 million paid a total of $44.6 billion in premiums and deposits for individual and group insurance and investments.
With a combined 50+ years of experience, the advisors at JSJ Insurance & Financial Group Inc. are continually updating their skill levels in order to give sound, current advice to clients. JSJ Insurance & Financial Group Inc. is committed to respecting the privacy and confidentiality of client information in accordance with the Federal Personal Information Protection and Electronic Documents Act (PIPEDA).
One of the founders and the President of JSJ Insurance & Financial Group Inc., Jack brings his over 49 years industry experience to the firm. Throughout his career, Jack has strived to maintain his knowledge and expertise through different educational programs such as the Chartered Life Underwriter program, which has a six-year course in life and disability insurance, group insurance, taxation and estate planning.
An associate of JSJ Insurance & Financial Group Inc., Frank Rizzuto came into the insurance business in 1978. Despite his already-existent knowledge of the industry and products available, Frank continues to attend seminars presented by both industry leaders and local professionals in efforts to keep current on industry standards and new products available on the market.
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