JBC Wealth Management


Building One Plan at a Time

JBC Wealth is committed to improve the long-term financial security and success of individuals, families and businesses through careful planning and disciplined execution over one’s lifetime.  We work with our clients to analyze their current situation and then, together, we establish achievable goals and objectives to work towards.

 JBC Wealth will achieve our mission, goals and strategies while adhering to our core value.

Integrity – we expect firm adherence to ethical conduct. Meeting commitments, honest and trustworthy behavior and practices are a requirement.

Client Focus – we are a client driven company, where every client contact is an opportunity to add value and enhance our relationships.

Open Communication – we are open to new ideas and initiatives

Transparency – communication with clients and disclosure are key areas for JBC Wealth

Respect – Always maintain a professional attitude towards everyone

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  • Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered..