JLBennett Financial

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The Value in Obtaining Investment & Financial Advice

"Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors have better savings habits and are more confident in their ability to meet their retirement income needs.

In Canada, advice is readily available because the foundational principles of mutual funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest amounts to invest, to access advice at a lower cost than investors elsewhere."

IFIC - 2015

Welcome to JLBennett Financial

JLBennett Financial is a "Fee Based" financial and investment advisory firm that was founded on serving clients with a committed focus on the highest level of satisfaction, ethics and servicing. 

What does "Fee Based" mean exactly? Click here or the "Wealth Management" tab above for a detailed explanation of the advantages for investors in obtaining fee based investment management / advice over a traditional commission driven process.

Whether you are just starting out on your wealth accumulation path as an individual, family or small business owner or a seasoned investor with a complex portfolio, JLBennett Financial is committed to "teaming up" with those that need a trusted advisor to help them achieve their short and long term investment and financial goals.

JLBennett Financial welcomes any investor or small business owner motivated to "team up" with a trusted financial advisor with over 18+ years of industry and investment experience.

Our Investment and Planning Services

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"Exceeding Client Service Expectations"

Tailored annual "investment strategy" for each investor, account type and general financial objective.

Automatic quarterly account reporting that includes easy to understand investment performance.

Customized account statements available any time with easy to understand tracking and performance info. 

Online investor account access 24/7.

Proactive tax, estate and insurance advice to protect your investments.

Proactive investment advice that is sensitive to investment costs, fees and market environments.

One total annual flat fee. Fee based advisory services and investment management make it easy to understand all costs.

100% Privacy and Confidentiality.

For more information, please contact JLBennett Financial via the contact form below or call 416-543-1665 to arrange a no obligation intro meeting & / or complementary portfolio review.

Contact Us

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Office Locations

Main Branch 

C9 - 80 Birmingham Street

Etobicoke, Ontario, M8V 3C3

Canada

Downtown Location

340 King Street East

4th Floor, North Side

Toronto, Ontario, M5A 1K8

Canada 

Contact

Phn: 416-543-1665

Toll Free Fax: 1 (855) 357-2994
[email protected]

jlbennettfinancial.com

Hours

Mon-Fri: 9:00am - 5:30pm
Sat: Closed
Sun: Closed

Mutual Funds Provided by FundEX Investments Inc.