Making Sense of Your Money
Money is the number one area of stress in most people's lives and I get to work with my clients to make sense of their finances and get them on track to achieving their goals.
Whether it's helping someone organize their budget, start saving for their future, protect their family and their income, or manage their income in retirement, at the end of the day, I know I am helping people and that's a great feeling.
Jalyn Ford, Insurance Broker
J.Ford Financial can help you make sense of your money by providing the following services:
~ Financial & Estate Planning
~ Guaranteed Investments incl. segregated funds
~ Life Insurance: term, mortgage and whole life
~ Wealth Management (RRSP, LIRA, TFSA etc.)
~ Education Savings (RESP)
~ Income Planning (RRIF, LIF, Annuities etc.)
~ Group RRSP and Health Benefits
~ Income Protection with Disability Insurance
~ Critical Illness Insurance
~ Travel Insurance
~ Bookkeeping & tax preparation also available
Financial Advisor, Life Insurance, Kelowna, Broker, Investments, RRSP, Travel Insurance, Critical Illness Insurance
"I am committed to providing my clients with the best possible service so that together we can achieve your financial dreams – now & in the future." Jackelyn Ford, B.B.A.
Jackelyn Ford is a licensed BC insurance broker and investment advisor with a Bachelor of Business Administration from Simon Fraser University.
Though her practice is based in sunny Kelowna, she has clients all over the beautiful province of BC.