Plan Today,

Enjoy Tomorrow

Your Financial Wellness is Important to You.

Don’t allow it to overwhelm you, or put it off until the tomorrow that never comes.

Allow me to partner with you TODAY in creating and implementing a plan to achieve your goals while protecting you, your family and your business’ financial well-being.

I’ve Got You Covered

Serving individuals, families, and business owners

Insurance Planning

life, disability & critical illness protection for you, your family, and your business

Cashflow Management

taking control of your spending and debt is empowering, and anyone can benefit

Investments

helping you build wealth and reach short- or long-term financial goals (RSP’s, TFSA’s, etc)

Group Benefits

providing any size business team cost-effective, innovative and flexible employee benefits solutions

Tax & Estate Planning

planning transfers of wealth to ease and minimize tax burdens for your family or business now or in the future

Retirement Planning

envisioning your retirement lifestyle, the wealth you’ll need to fulfill that, and your action plan to achieve that

Ready To Make a Real Change?

Let’s Get Planning!

Success Stories

Jennifer is the most down to earth level headed expert in her field you could ever hope to meet. She spends the time to really understand you and your goals, constantly thinking outside the box enables her to provide you with multiple options. There is truly no one else that I would trust my financial future with, and I continue to refer many of my own clients to her. Whenever I think of my financial future, Jennifer is always the first call that I make!

Catriona B.

St. Catharines, ON

I have been working with Jenn now for about 3 years and she has transformed the way I look at my finances. I am self-employed and I used to be totally disorganized. Every January involved me spending a week sorting receipts and struggling to remember the previous year’s expenses. Jenn set me up with a system that works beautifully and keeps me on top of it all. I have no stress come tax time. She has also helped me see all my options to become wealthier and save for retirement. Jen is kind, patient and incredibly helpful. She goes above and beyond for her clients! I highly recommend Jenn!

Daphne M.

Kitchener, ON

Looking for an authentic and honest financial advisor? I want to give a shout out to Jenn Wallace of Jennifer Wallace Insurance & Financial Solutions. Not only has she given us advise on our personal finances but as well my business. So thankful for your guidance and such informative information with step by step solutions leading into our retirement future. So excited, thank you.

*originally posted on Facebook*

Sarah B.

Grimsby, ON

Latest Blog Posts

Doing Retirement Saving Differently: My Top 3 Tips

One of the most common realities I see is the 40-something individual with zero retirement savings. Life has had other priorities up until now, and entering their 40's has provided a different perspective on time to retirement. If this sounds familiar, here are my top...

The rise and fall of a cryptocurrency exchange: FTX

The world of cryptocurrency surged into the mainstream conversation and internet activity during the pandemic, with so many folks sitting at home with time on their hands and wanting to explore alternative ways to make money. We saw surges in self-directed stock...

The New Retirement Reality

This year's market volatility, rising interest rates, increased inflation and housing prices becoming almost out of reach for so many Canadians has folks needing to review their traditional views on retirement. This is something that's manageable for those 20 or more...

Your Money & Mental Health

October 10th marks World Mental Health Day, with the theme "Make mental health & well-being for all a global priority". Making mental health a priority has to start with identifying key factors that affect an individual's mental health. Studies continue to show...

FHSA: Canada’s newest purpose-driven investing account

Canada's latest federal budget, in an effort to help Canadians enter the homeownership market, introduced the First-Time Home-Buyer's Savings Account, or FHSA for short.   Available in 2023, this new account will offer a purpose-driven tax-sheltered investment...

Booming in Retirement

The Baby Boomer generation is that post-World War II baby boom that came, and are now aged 58 to 76. This means they're spanning pre-retirement and retirement, and that tends to be their financial focus. This generation has amassed wealth in real estate, investments,...

GenX: Now’s the Time

Welcome back to my Milestone Money series! We're talking about Generation X, those born as early as 1965 and as late as 1980. This is a middle point of life where you're in your 40s or 50s, may have dependent children still, but are growing ever nearer to retirement....

Thrive as a Millennial

My Milestone Money series continues with those aged 26 to 41, or the generation labeled "Millennials". This generation gets a bit of a bad rap because they've come of age surrounded by new and swiftly advancing technology, and in the age of convenience and service....

Let’s Connect

Call/Text 905-321-4201

St. Catharines, Ontario, Canada

Serving Niagara Region and surrounding areas

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