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We all Have Something Worth Protecting.
What's Yours?

 

Hi I’m Jacques Grimaudo, please call me Jack!

I'm proud to be a financial security advisor, aligned with Canada Life Assurance Co.

I am committed to educating, serving, and coaching my clients to achieve their maximum financial success. My personalized service, easy-going approach, listen first attitude, creates a professional environment, focused on building long-term relationships with my clients and their families.  

Most of my clients are high-achieving, family focused, women and men, between the ages of 35 and 70. They all share the same commitment to their financial well being; a strong desire to make better financial decisions today, that will positively impact their financial integrity down the road, no matter what happens in life! 

My clients consistently tell me that by working with me, they feel that they have someone who they can count on and someone who is invested in their financial well-being for the long term.

As a proud father of 4, husband and active member of my community, my passion for financial planning and coaching is a responsibility I take very seriously. 

 

When I am not helping my clients plan, I love being home, cooking up a storm for my family and simply trying to make the most of my time as a young and active father. 

Just like you, I work hard to ensure that my family has what they need and that my wife and I can give our children an honest and humble upbringing with a strong education and moral compass. The rest, God will figure it out.

 

Want to chat? Drop me a line, by clicking below. 

Have an awesome day!

                                                                                         

-Jack

Curious about my approach?

I help my clients achieve their goals by guiding them through a clearly defined, 7 step process, in order to better understand and identify their financial objectives, concerns and challenges. I transform this into a clearly  defined, goal-focused financial road-map. This leaves my clients feeling motivated, connected, and empowered with their financial plan.

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Testimonials

"Jack is more than our Financial Advisor, he feels like family. He takes his time with us, explains our options thoroughly, and is a partner in our future.”

Nick & Delia - Family Planning

"I have recently had the pleasure of working with Jack for my Husband and I’s complex life insurance and estate planning situation. Jack is very professional and has an excellent understanding of his client’s needs. He takes a proactive and dynamic approach as an insurance advisor; this is extremely important in an industry, such as his, that is constantly changing. Jack is accountable for all tasks he takes on, and is always willing to go the extra mile for clients and colleagues. I would definitely recommend Jack as an Estate planning advisor."

Helene M. & Georges M.  - Retirees