JFS Group, Investment Advisors

Our Team

Together we have over 100 years of experience that we put entirely at your disposal.

Take advantage of our informed advice and recognized expertise.

Picture of the team

Our mission

To stand alongside you and guide you at every stage of your life to build your wealth.

What sets us apart and makes us who we are

Both skilled and experienced, our team members have varied and complementary expertise in the areas of banking, accounting, taxation and securities. Their diversified experiences acquired over many years are put to work for a single purpose: to help you attain your goals.

Find out what sets us apart

Testimonial

In a very special case, one of our clients had set the priority of consolidating his assets at a single location in order to simplify estate matters. This client had assets in Ontario, Quebec and the United States. His second priority concerned the taxation aspect.

Together, we scheduled a series of meetings to find solutions for the issues identified. The task of collecting information proved challenging due to the nature of the documents we had to compile. We then proceeded to analyze the information collected and form an overview of the situation in order to present him with our recommendations and a plan for implementing them. Extremely impressed by our rigour and wealth-management approach, our client then authorized us to implement the proposed strategy…

JFS Group

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