JBC Wealth Management is an independent financial planning firm focusing on individuals, families and businesses. Our commitment is to improve the long-term financial security and success of our clients. Our approach is to teach our clients about their personal situation so they understand their personalized plan. JBC Wealth Management offers many services including written financial plans or estate plans, tax strategies, and implementation of the plan.
Jennifer Johnson is the Certified Financial Planner (CFP) for JBC Wealth Management. Her role is to write and implement the plan, using investment opportunities and insurance strategies. Her clients also have access to a network of associates to handle any legal, accounting and in-depth tax planning needs.
JBC Wealth has a broad product offering; mutual fund investments, segregated fund investments, GIC's, annuities, life insurance, critical illness insurance, disability insurance, long-term care insurance, health and welfare trusts, group benefits, etc. We handle all types of accounts including, RRSP, TFSA, RESP, RRIF, LIF, LRIF, Non-Registered.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Calgary, Ab
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jbcwealth.com
- HQ
- Calgary, AB
- Competitors
- BlackLine, BDO, Workiva, AuditBoard, FloQast, Planful, Wipfli, Honkamp, P.C..
Jbc Wealth Management Inc. Questions
Jbc Wealth Management Inc.'s website is jbcwealth.com
Jbc Wealth Management Inc.'s LinkedIn profile is https://ca.linkedin.com/company/jbc-wealth-management-inc.
Jbc Wealth Management Inc. has
1 employees.
View email and phone details for 1
employees at Jbc Wealth Management Inc..
Jbc Wealth Management Inc.'s industry is
Financial Services
Jbc Wealth Management Inc.'s top competitors are
Blackline,
Bdo,
Workiva,
Auditboard,
Floqast,
Planful,
Wipfli,
Honkamp, P.c..
Jbc Wealth Management Inc.'s categories are Financial Services
Jbc Wealth Management Inc.'s founding year is 2011
