Category: | Point of interest, Establishment, Finance, |
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Address: | 1361 Grandview St N, Oshawa, ON L1K 0G1, Canada |
Postal code: | L1K 0G1 |
Phone: | (905) 443-1200 |
Website: | http://www.jbfgroup.ca/ |
Monday: | 9:00 AM – 5:00 PM |
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Tuesday: | 9:00 AM – 5:00 PM |
Wednesday: | 9:00 AM – 5:00 PM |
Thursday: | 9:00 AM – 5:00 PM |
Friday: | 9:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
We have been investing with Jim for many years. Very knowledgeable trusting and has a great staff. Only recommends financial products that are within your tolerance range. Quarterly reviews keep you in the know on how your investments are performing.
Extremely happy with these guys. Brock Mackenzie has been working with us for 3 years and is always super friendly and ready to explain and advise. Definitely recommend these guys.
We have been a client of Jim French for over 10 years and found that he is very professional, insightful and personable. He truly invests his time and effort to understand your goals and match those with a solid plan for the future. He takes a proactive approach in your journey and meets with you throughout the year to reassess, if necessary, your results and future expectations. His personal touch, knowledge and genuine concern for your future financial welfare are some of the reasons we would highly recommend him and his team.
We have had a financial planner since the mid 80s. Never during this time did we ever have the personalized attention to our portfolio as we get with Jim. If only we would have known him before 2015. Jim is very knowledgeable and personable. He takes a personal interest in our lives so he can provide us with the best financial advice. Jim takes the time to explain everything in detail to ensure we understand the direction he is suggesting. Then of course there's Mary...friendly, kind and caring with the highest attention to detail. A fantastic team indeed!
We have been long time clients of Jim (and Mary). We love the attention to our personal needs. There is a wonderful support network at this office and we always receive valuable advice from knowledgeable, friendly and professional staff. Home visits are also awesome with our busy schedules!