Affiliations

JBC Wealth Management, along with Jennifer Johnson, operates as an independent financial planning firm. However, we partner with many companies to handle the processing and administration of our clients investments and insurance.

 

fundexlogoFundEX Investments Inc. is subsidiary of Industrial Alliance Insurance and Financial Services Inc. Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.

The fourth largest life and health insurance company in Canada, Industrial Alliance is a fully integrated wealth management company serving more than 3 million clients across North America. With over $58.4 billion in assets, Industrial Alliance ranks among the 100 largest public companies in Canada.  Industrial Alliance stock is listed on the TSX under the ticker symbol IAG.

 

logo_ccsThe Canadian Cancer Society, Alberta/NWT Division, is supported by the Gift Planning Advisory Cabinet (GPAC). The GPAC volunteers live and work across the Division, specializing in estate and will planning, life insurance, annuities, charitable remainder trusts, securities, land leases, royalty trust units, mineral rights, and funerals.

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  • Mutual funds provided through FundEx Investments Inc.