Can we agree that financial literacy and financial planning are critical to succeed financially?
After 16+ years in this industry, it still amazes me how little has changed. Financial advisors who only take high net worth clients. Insurance agents selling for commission instead of educating. Products pushed without explanation. No wonder Canadians don’t know who to trust.
That’s exactly why I do this differently.
I grew up in a single parent household. My mother trusted the big banks because nobody taught her otherwise, and she made financial decisions that could have looked very different with the right guidance. Financial literacy still isn’t taught in schools. Most people don’t know how their own products work, let alone whether those products are actually helping them reach their goals.
That’s where I come in.
I hold four government licenses across the financial sector, not to sell more, but to educate more. To be a genuine one-stop shop for families and individuals at every income level. Not white labelled. Not commission-driven. Not limited to one product or one type of client.
What I actually do is simple: a complete financial review. We look at where you are, where you want to go, and whether what you have is helping you get there. If it’s not, we figure out what will.
Whether you’re just starting out, building wealth, protecting your family, or planning for retirement, there’s a place for you here.
What I can help with:
Mortgages · Life insurance · Disability & critical illness · Health, dental & extended benefits · Group benefits & group RRSP · Investments — TFSA, RRSP, RESP, RDSP, RRIF · & more
Licensed in Ontario & British Columbia
Team licensed within Canada
Ready to start or have questions?
📲 Follow for financial education: @jsaunders.finance · @smmortgages
🏠 Looking for mortgage solutions? Visit SM Mortgages → smmortgages.co
📩 Get in touch: iamjsaunders@gmail.com