Wealth Management

Planning Strategy

At JB-Global, we recognize the special needs that wealth generates..

Our team provides non-investment individualized solutions to help you maintain and grow your wealth for your own enjoyment and reward. In addition, we want to help you protect your assets from undeserving creditors or excessive tax liabilities so you can preserve and transfer your wealth to your beneficiaries.

JB-Global recognizes that your investment advisory activities should be linked to your tax planning activities. Managing Partner treats the whole package, offering investment planning in conjunction with other Partners..

Both Managing Partner and other Partners are investment advisor representatives offering securities and advisory services.

Just as important as the growth of your wealth is its preservation for your beneficiaries. Without proper tax planning, the Canada Revenue Agency (CRA) could be the primary beneficiary of your estate. It’s not unheard of for the government agency to take as much as fifty-five percent of what you spent your life accumulating. Our focus is to minimize taxes while providing maximum flexibility and control of your assets during your lifetime.

To achieve all of this, we concentrate on the design and execution of the following areas, working with other professionals, such as your lawyer, when necessary:

  •  Estate planning

  • Asset protection

  • Family partnerships

  • Wealth transfer strategies

  • Economic security for your family

  • Business succession

  • Charitable planning initiatives

  • Pension and retirement planning

 
 
 
 

Our Business

Our firm provides a full range of cost effective accounting services including the following:

General ledger & financial statement preparation

Accounting system setup for new businesses

Compilation of financial statements

Audits and reviews engagement.

Bookkeeping (Monthly/Quarterly/Annual)

The difference at JB-Global is our value-added proposition

With us, you don’t just get the standard financial statements. Instead we offer in-depth analysis as supplemental information to your financial reports. This analysis is part of our commitment to find solutions that improve your bottom line.

The value-added financial reports we produce for your business will help you evaluate your company’s systems and review your operations. In addition, these financial statements are useful tools to communicate with your managers and your lenders.

For companies looking to expand, our accountants work with you to select the proper organizational structure and secure adequate financing. We know what the bank looks for and what they will ask of you. We set you up with thorough supplemental reports that make it easy for you to tell your story to the bank.

We will coach you so that you can be more effective when speaking to a bank or bonding agency. And of course, we’re happy to be your coach and help you through the complicated maze of lending and expansion. We can attend meetings with you and your bankers and help with the loan negotiations.

Fraudulent emails and phone calls – Protect yourself!

The CRA is warning Canadians that fraudulent emails and phone calls purporting to be from the Agency are currently being reported.

JB Global