Time to Listen Capacity to Act


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Everything starts with listening and turning understanding into a clear path forward. With this in mind, we run a financial advisory practice in downtown Toronto. We’re pleased to work for family offices, trusts, business owners, professionals and their families.

Our aim is to help our clients grow their wealth, generate income and protect their interests in a tax efficient manner.

At JB Wealth, we offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Learn how we can help

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt

Information & insight

Watch our latest Client Insights webinar.
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Retirement & Estate Planning
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
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Retirement & Estate Planning
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Tax Planning
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Markets & Investing
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If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
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Life Events, Lifestyle & Technology
Explore our tax cards.
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Tax Planning
Watch our latest Client Insights webinar.
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Markets & Investing
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