Jennifer Woodbeck Financial Professional
Multiple locations
(2)
Multiple locations
(2)
Find Your Way Forward
Whatever your life’s goals, as a financial professional I can help design a strategy tailored to your specific needs.
Since founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy.
Show more
2 customer reviews
Bruce Mc
There are not enough words that can express my gratitude! You have change my financial life for the better , big time. More than i could ever imagine , very knowledgeable, caring person towards her clients , looking forward to continue working with you to gain more financial goal's with you. , thanks Bruce Mc
Patrick
Jennifer has an extensive knowledge of the financial world yet she was able to help me understand it easily. I feel confident that she has mine and my families best interest at heart.
I know our family has proper life insurance now and that our investments will reach our retirement plan.
More...
What do you love most about your job?
I love helping people build up their confidence in money matters. Often people are concerned they don't know enough to make a decision. My mission is to help people better understand their finances so they can make an informed decision and not rely just on the advice of someone else. Financial literacy is key to a great future.
What inspired you to start your own business?
I worked in healthcare for 17 years and I saw the devastation a family went through when a loved one was ill. It wasn't just the illness but also the financial struggles that happened with having to take time away from work. I saw families loose their homes, have to take up second jobs, and drastically change their lives because their loved one was now ill. So I decided I needed to have more information to help my patients families and I realized there were large gaps in financial understanding. So my mission changed to better inform everyone about setting up your finances properly so that no one I know is sitting at a loved ones bedside wondering how they are going to pay their bills.
Why should our clients choose you?
As an expert in the financial industry I am regularly invited to speak on global stages with well known speakers such as Satish Verma, James McNeil, Robert J Moore, Serena Brown Travis, Rizwan Rishad, Sir John Shin, and others, to further the understanding of financial literacy for everyone. I truly care about my clients and their families. I am not interested in selling a product, I'm interested in helping my clients understand their finances, their insurances, and helping them reach their financial goals. Want to buy a house? Planning for kids education? Planning for retirement at the age you want? What are your dreams?
I help people dream again and show them how to make those dreams happen.
Can you provide your services online or remotely? If so, please add details.
I am available online and remotely. I am licensed across Canada and able to do everything online.
What changes have you made to keep your customers safe from Covid-19?
Since the beginning of COVID-19 I have moved my entire business online. I meet clients in my online office and I am able to provide any documentation securely through an online secure portal.
I do have offices across Southern Ontario so I am able to meet in person under COVID-19 restriction guidelines also.
Retirement Strategies
Retirement Strategies
The truth is, we’re living longer. I can help prepare you to enjoy those golden years to the fullest with the retirement strategy of your choice:
• Annuities
• Registered Retirement Savings Plans
• Tax-Free Savings Accounts
Having the right retirement plan doesn't involve just putting money aside. It includes putting your money into the right vehicle to get the best growth to live your retirement the way you want. Not every retirement dream is the same.
Insurance Protection
Life's scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:
• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Segregated Funds
• Guaranteed Interest Accounts
Having the right insurance means the ability to leave your retirement savings where they are, to be used for your dreams.
Financial Strategies Services
Your financial strategies should be based on your goals and dreams. What does the next year, 5 years, 10 years and retirement look like for you? Want to buy a house? Take trips yearly? Pay off debt? Retire earlier than 65?
I work with you to provide a clear financial strategy to go from where you are to where you want to be through:
• Financial Needs Analysis
• Financial Goal Setting
• Strategies to Pursue Your Goals
Your dreams are my passion to get you there.
Post Secondary Education Planning
Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:
• Education Savings Strategies
There are options of government contribution plans or prepared loan plans. Each option is unique based on you.
Business Strategies
For the small business owner, we provide financial and investment strategies for you, your employees and your business, including:
• Insurance Strategies
• Retirement Strategies
Estate Preservation
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and estate taxes:
• Charitable Strategies & Trusts
• Life Insurance
• Annuities
Planning for the future of you family can be easy.
