Expert Financial Advice You Can Trust
Everything starts with listening and turning understanding into a clear path forward. With this in mind, we run a financial advisory practice in downtown Toronto. We’re pleased to work for family offices, trusts, business owners, professionals and their families.
Our aim is to help our clients grow their wealth, generate income and protect their interests in a tax efficient manner.
At JB Wealth, we offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
Are you Retirement Ready?
Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.
Who We Work With
Individuals & Families
Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.
Businesses & Corporations
Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting its assets and people.
Professionals
Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.
Information & insight
Registered Retirement Income Fund (RRIF) at a Glance
10 Ways Tax Planning Can Improve Your Life
The Value of Tax Planning
Starting 2026 with a bang
Ten Themes for 2026
Our 2026 Outlook is for a positive year, despite USMCA renegotiation uncertainty
Registered Education Savings Plan (RESP) at a Glance
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
Federal budget sets the tone for more business investment in Canada
November is Financial Literacy Month
A Professional's Future
Deciphering Stock Market Moves in an Uncertain Economy
Gold and A.I. and rate cuts, oh my!
The Value of Charitable Giving
6 Steps to Meaningful Charitable Giving
5 Ways to Engage Your Family in Charitable Giving
Markets Continue to Climb as Interest Rates are Expected to Come Down
Why September Is the Right Time to Talk About Life Insurance
Client Story - Transferring Wealth to Future Generations
4 Ways Insurance Can Strengthen Your Estate Plan
4 Reasons to Review Your Insurance Regularly
Tariffs Continue to Dominate the Discussion While Markets Forge Ahead
Market Perspectives
Market Perspectives
Waiting for clarity on reciprocal tariffs and a Canada-U.S. trade/security deal
Gifting or Donating as an Attorney for Property*
The Value of Estate and Trust Planning
8 Steps to a Smoother Estate Transfer
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
Insights and Strategies
Raymond James Market Insights
Market Perspectives
Client Story - Building Wealth and Securing Your Family’s Future
The Caregiving Journey: Navigating Challenges and Finding Support
Whole Life Insurance
Insurance as Part of a Total Wealth Solutions Strategy
8 Reasons Insurance May Belong in Your Financial Plan
Raymond James Market Insights
Insights and Strategies
Market Perspectives
Navigating Market Uncertainty
Market Perspectives
Market Perspectives
Market Perspectives
Raymond James Market Insights
Insights and Strategies
Client Story - Retirement in Focus
Supporting Our Clients Through the Trade Dispute
Financial Planning with Total Wealth Solutions
Raymond James Market Insights
Insights and Strategies
Celebrating International Women’s Day and Investing in the Future
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
Insights and Strategies
Raymond James Market Insights
Using Trusts in Estate Planning
Claiming Capital Cost Allowance on Rental Properties
Market Perspectives
- JB Wealth
- 2 Berkeley Street Suite 401 Toronto, ON M5A 4J5
- T: 416.640.7770
- F: 416.640.7771
- Map & Directions
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund (CIPF).
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund (CIPF).
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