Brock MacKenzie, RRC, FPSC Level 1 Certificant- James B. French Group

Brock MacKenzie, RRC, FPSC Level 1 Certificant- James B. French Group Associate Consultant, James B. French Group with IG Wealth Management Inc. Mutual Fund Division I am an integral part of the James B.

French Group Private Wealth Management team. Having worked with Investors Group as a Consultant since 2011 and with the team since 2015, I specialize in mortgage and insurance planning, and focus on helping young professionals build and protect their wealth potential. I received my Bachelor of Business from Griffith University in Australia before specializing in financial planning and am now worki

ng towards my CERTIFIED FINANCIAL PLANNER designation. My wife Tonya and I enjoy exploring the world such as backpacking through Europe, and spending time at the cottage with friends and family. Disclosure: http://investorsgroup.com/en/legal/disclaimers

04/27/2020

Registration is now open for our first ‘Perspectives on Wealth’ live webcast series. On April 30th , our experts will discuss the Canadian government’s Economic Response Plan and share advanced financial planning strategies for these uncertain times. Register now at: ow.ly/POmB102em2L

04/07/2020

Convenient snapshot of the different government relief programs and tax changes for individuals and businesses alike! Always here to help if you have any questions!

04/02/2020

Quick clip from our partners at Blackrock, their economic outlook for the remainder of 2020. Stay stay everyone!

03/23/2020
Government announced today changes to EI, Emergency Support Benefit and Emergency Care Benefit to help Canadians effecte...
03/18/2020

Government announced today changes to EI, Emergency Support Benefit and Emergency Care Benefit to help Canadians effected from the lost of income. Below is the CRA link to fully explain the programs. Here to help with any questions and please share!

The Government of Canada is taking immediate, significant and decisive action to help Canadians facing hardship as a result of the COVID-19 outbreak.

03/12/2020

Might look like the sky is falling but we have been here before! Below is a 10 min. video from Bill Chornous, Senior VP of Investment Strategy here at IG. He addresses our current situation, provides historical insight into market volatility, and shows the risk of missed opportunity when the market does recover.
Make no rash decisions, keep emotions in check and focus on your long-term strategy! Always here to talk if anyone wants to discuss their situation.

Our Basic of Investing Seminar next week only has 10 spots left! If your looking to start investing but not sure where a...
03/10/2020

Our Basic of Investing Seminar next week only has 10 spots left! If your looking to start investing but not sure where and how to do so, this seminar is for you! Share with friends or family that you think might be interest.
RSVP to [email protected] or DM me here.

Excited to announce our Seminar Series for 2020! Our team and region want this to be the year of Financial Education Emp...
02/19/2020

Excited to announce our Seminar Series for 2020! Our team and region want this to be the year of Financial Education Empowerment! All our seminars are complimentary so feel free to share with your friends and family!

01/09/2020

PLEASE JOIN US AT AN EXCLUSIVE EVENT ON RRSP Planning
James B. French Group Private Wealth Management invites you and a guest to an in-depth seminar on RRSP planning. At this complimentary event, we’ll share expert insights and strategies for a well-structured RRSP plan, to help create certainty for your future.

We will discuss:
The importance of a properly structured and diversified RRSP portfolio.
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Key considerations and strategies for various retirement situations
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How to plan ahead and minimize the impact of tax on your financial retirement

RSVP by emailing us at jbf.group.ca or DM us!

Location and Time:
IG Wealth Management Whitby Office
1614 Dundas St. E., Suite 111, Whitby, ON, L1N 8Y8
Wednesday, Jan 22, 2020, 6:30pm to 8:00pm
We encourage you to invite a guest that you believe would benefit from an introduction to our team!

Presented by:
Leslie Edmunds, FPSC Level 1, RRC
Consultant
James B. French Group Private Wealth Management
1361 Grandview St. N., Oshawa, ON, L1K 0G1
T: (905) 443-1200
JBFgroup.ca

12/24/2019

Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death

Address

481 Taunton Road W
Oshawa, ON
L1H7K4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(905)4431200

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